Fund Inception | 02/28/1979 |
Name of Issuer | Segall Bryant & Hamill |
Fund Advisor(s) | Segall Bryant & Hamill, LLC |
Sub-Advisor(s) | -- |
Fund Managers for SAOPX
E. Beck
Portfolio Manager since 04/01/2010
Beck is managing director of Barrett Asset Management, LLC(the successor firm to Barrett Associates, Inc.). prior to joining the firm in 2006 he was an analyst and portfolio manager at Haven Capital Management from 2001 to 2006. From 2000 to 2001, Mr. Beck was a sell-side analyst in the research department of Prudential Securities covering a number of areas, including financial services. He also has investment experience from positions he held at HSBC Investment Banking PLC in 1998 and Oppenheimer Capital International from 1994 to 1997. Mr. Beck is a graduate of Princeton University and received his M.B.A. from New York University. Beck holds the Chartered Financial Analyst designation.
Amy Kong
Portfolio Manager since 04/30/2021
Ms. Kong is Chief Investment Officer and a Managing Director of Barrett Asset Management. Ms. Kong is a graduate of Barnard College and received her M.B.A. from Columbia Business School. Ms. Kong joined Barrett Asset Management in 2020. She previously served as a Senior Portfolio Manager at Fiduciary Trust from June 2013 to 2020. Prior to Fiduciary Trust, between May 2012 and April 2013, Ms. Kong was a Senior Vice President and Senior Portfolio Manager at U.S. Trust. From April 2001 to May 2002, Ms. Kong worked as a Credit Analyst at Moody’s. Ms. Kong is a CFA® Charterholder.