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Segall Bryant & Hamill Names Zachary Rosenstock as Assistant Portfolio Manager


Segall Bryant & Hamill Names Zachary Rosenstock as Assistant Portfolio Manager
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CHICAGO, Feb. 18, 2021 /PRNewswire/ Segall Bryant & Hamill (SBH), an investment management firm headquartered in Chicago, announced today the promotion of Zachary Rosenstock, CFA, to Assistant Portfolio Manager on the firm s Small Cap ROIC team. Specifically, Mr. Rosenstock will become the Assistant Portfolio Manager of the team s Small Cap Core and SMID Cap investment strategies. Mr. Rosenstock has been a Senior Equity Analyst on the team since 2011 and has 16 years of investment experience.
In this role, Mr. Rosenstock will expand his responsibilities to include portfolio strategy and client and consultant communications. He will continue to primarily focus on the technology sector but will also broaden his research coverage to assist with other sectors.  ....

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CI Financial buys Chicago wealth manager, doubling size of U.S. business


The Globe and Mail
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CI Financial Corp. (CIX-T) is doubling the size of its U.S. business with its latest purchase of Segall Bryant and Hamill LLC, a Chicago-based high-net-worth investment advisory business with US$23-billion in assets.
CI, which has about $208-billion in assets under management, announced on Monday it has agreed to acquire Segall Bryant and Hamill, a registered investment adviser (RIA) and institutional asset manager, for an undisclosed amount. ....

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