precise process.
focused delivery.

SBH Names Roulston Director of Wealth Management

Segall Bryant & Hamill Names Scott Roulston as Director of Wealth Management

CHICAGO, IL – March 1, 2017 – Segall Bryant & Hamill, a Chicago-based investment firm serving individuals and institutional clients, is pleased to announce that Scott Roulston has joined the firm as Principal, Director of Wealth Management. Mr. Roulston brings to the role more than 20 years of wealth management leadership experience.

“We are very happy to welcome Scott into the SBH family,” said Phil Hildebrandt, CEO of SBH. “He is a proven leader with a range of valuable skills and experience. We’re especially excited about his ability to continue the growth of our wealth management business and expand our offerings to better serve the unique needs of our clients.”

In the role, Mr. Roulston will assume leadership of SBH’s wealth management business, with more than $3.3 billion in assets under management as of December 31, 2016. Mr. Roulston will continue the evolution of SBH’s wealth management offerings, focusing on a holistic approach which includes financial planning and an emphasis on building portfolios security by security. Mr. Roulston replaces Brad Jones, who passed away unexpectedly in October 2016.
 
“I was really drawn to SBH’s focus on putting clients first, as well as the firm’s entrepreneurial culture and independent thinking,” said Mr. Roulston. “I look forward to helping individuals and families gain access to the benefits of SBH’s world-class research and institutional-level investments—delivered in a way that’s tailored for each client.”

SBH partnered with The Judson Group, an executive search firm based in Grand Rapids, Michigan in the search for the Director of Wealth Management position. “Mr. Roulston brings a unique set of strategic management skills and business acumen.” said Hunter Judson, Jr., Wealth Management Practice Director of The Judson Group. “Not only is Mr. Roulston the right individual for this role, but SBH is the right place for this individual. It’s a true example of a win-win for everyone.”

Prior to joining SBH, Mr. Roulston had been serving as Managing Director at MAI Capital Management, a Cleveland-based registered investment advisor. Before that, he was Chief Executive Officer of Roulston & Company, a provider of investment research and management, as well as its successor firm, Fairport Asset Management. Mr. Roulston earned a bachelor’s degree in Economics from Dartmouth College.

In addition to his professional roles, Mr. Roulston has also served on several public and private corporate boards, including the Board of Directors for DDR Corp. He has a strong commitment to giving back to the community, and has served as a Trustee of the Ohio Police and Fire Pension Fund and as a Trustee and Board Chairman for Bluecoats, Inc. He is also involved with various professional organizations, including the Young Presidents’ Organization (YPO) and World Presidents’ Organization (WPO).

About Segall Bryant & Hamill
Segall Bryant & Hamill is an independent investment firm based in Chicago, Illinois with offices in St. Louis, Missouri; Philadelphia, Pennsylvania; and Naples, Florida. As of December 31, 2016, SBH had approximately $10.1 billion in assets under management.

Contact:

Craig Derbenwick
Marketing Director
Segall Bryant & Hamill
312-474-4255
cderbenwick@sbhic.com
www.sbhic.com

About The Judson Group
The Judson Group is an executive search firm based in Grand Rapids, Michigan. The Judson Group has provided retained, priority, and contingency search services to a number of leading large, mid-sized, and small organizations nationally.  The firm specializes in Financial Services, Banking, Wealth Management, Specialty Finance, IT, Finance and Accounting search needs in a variety of industries. 

Contact:

Analisa Blakley
Director of Marketing and Operations
The Judson Group
616-336-8484
ablakley@judson-group.com
www.judson-group.com

Return to the news page »