Senior Leadership

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Philip L. Hildebrandt, CFA

Principal, Chief Executive Officer

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ralphsegall

Ralph M. Segall, CFA, CIC

Principal, Chief Investment Officer

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Paul Lythberg

Paul A. Lythberg, CPA

Principal, Chief Compliance Officer/Chief Operating Officer

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carolyn-g_thumb

Carolyn B. Goldhaber

Principal, Chief Financial Officer

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Jasper R. Frontz, CFA, CPA

Principal, Chief Compliance Officer/SBH Funds

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markrewey

Mark W. Rewey

Principal, Director of Marketing & Business Development

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Derek_Anguilm_headshot

Derek R. Anguilm, CFA

Principal, Director of Dividend Value Strategies

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Department Leaders

clarkkoertner

Clark W. Koertner

Principal, Director of Institutional Sales

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Cynthia G. Knowlton, CFA

Principal, Director of Marketing

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stephenlapointe

Stephen M. LaPointe

Director of Operations

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Derrick Smith

Director of Information Technology

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Suzanne_Beck_headshot_preview

Suzanne H. Beck

Controller

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jacquelinebenitez

Jacqueline L. Benitez, SPHR

Director, Human Resources

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