Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are



All our 23,130 stories are here...Call 212-331-8995 to add to the pile
Get MFWire Alerts
MFWire: Segall Bryant & Hamill Funds
MUTUAL FUND FAMILY PROFILES [BETA]
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.

Segall Bryant & Hamill
1225 17th St
26th Floor
Denver , CO  80202
Google Maps

Contact
Main Phone: 803-734-9378
Web Site: http://www.westcore.com

Mutual Fund Brand(s)
Segall Bryant & Hamill Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    On January 25, 2021, Toronto-based CI Financial unveiled a deal to buy SBH. The deal is expected to close in Q2 2021.

    Chicago-based Segall Bryant & Hamill (SBH) was founded in 1994. It now also has offices in: Denver, Colorado; Naples, Florida; Philadelphia, Pennsylvania; and St. Louis, Missouri. In addition to offering mutuals, SBH also does wealth management and institutional asset management.

    In May 2018, SBH bought Denver Investments and brought its Westcore Funds into the Segall Bryant & Hamill Funds family. An employee-owned shop, Denver Investments was founded in 1958 and offered a no-load family of mutual funds. In 2004 Denver Investments acquired nearby Tempest Investment Counselors and absorbed its Aristata Funds into the Westcore family.
    Sponsored Opportunities



    Key People:
    John C. Fenley
    Director of International Portfolio Management, Westcore Funds
    Jeremy A. Duhon
    Director of International Research, Westcore Funds
    Ken A. Harris
    Director of Fixed Income Portfolio Management, Westcore Funds
    Troy A. Johnson
    Director of Fixed Income Research, Westcore Funds
    Brian C. Fitzsimons
    Director of Small-Cap Growth Research, Westcore Funds
    Derek R. Anguilm
    Co-Director of Value Research, Westcore Funds
    Troy Dayton
    Co-Director of Value Research, Westcore Funds
    Paul A. Kuppinger
    Quantitative Research Portfolio Manager, Westcore Funds
    Story Archive for Segall Bryant & Hamill
    Published On Story Headline Publication
    7/10/2025 33 Fund Firms Join a Giant's INTF Platform For RIAs MFWire.com
    1/26/2021 A $23.1B-AUMA Shop Sells MFWire.com
    6/17/2019 A Global Equity Shop Leads MFWire.com
    6/14/2018 Bye, Bye, Westcore Funds MFWire.com
    2/6/2018 As Westcore Funds Sells, a Vet Will Help Run a TPM MFWire.com
    1/12/2018 With a $7.3B-AUM Deal, a Chi-Town Shop's Team Doubles MFWire.com
    9/13/2017 Filings For Fundsters - September 13, 2017 MFWire.com
    3/24/2017 Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham MFWire.com
    1/27/2017 Filings for Fundsters - January 27, 2017 MFWire.com
    10/31/2016 Filings for Fundsters - October 31, 2016 MFWire.com
    8/30/2016 Filings for Fundsters - August 30, 2016 MFWire.com
    9/25/2015 More Than 2,000 Advisors Converge on Beantown MFWire.com
    12/18/2012 Chuck Jaffe Flings More Coal MFWire.com
    6/5/2012 PMs From DoubleLine and Pimco Land on a New List MFWire.com
    4/5/2011 CPI Adds a Fund Family 401kWire.com
    5/21/2004 Denver Advisor Firms Merge MFWire.com
     News Archives
    2025: Q3Q2Q1
    2024: Q4Q3Q2Q1
    2023: Q4Q3Q2Q1
    2022: Q4Q3Q2Q1
    2021: Q4Q3Q2Q1
    2020: Q4Q3Q2Q1
    2019: Q4Q3Q2Q1
    2018: Q4Q3Q2Q1
    2017: Q4Q3Q2Q1
    2016: Q4Q3Q2Q1
    2015: Q4Q3Q2Q1
    2014: Q4Q3Q2Q1
    2013: Q4Q3Q2Q1
    2012: Q4Q3Q2Q1
    2011: Q4Q3Q2Q1
    2010: Q4Q3Q2Q1
    2009: Q4Q3Q2Q1
    2008: Q4Q3Q2Q1
    2007: Q4Q3Q2Q1
    2006: Q4Q3Q2Q1
    2005: Q4Q3Q2Q1
    2004: Q4Q3Q2Q1
    2003: Q4Q3Q2Q1
    2002: Q4Q3Q2Q1
     Subscribe via RSS:
    Raw XML
    Add to My Yahoo!
    follow us in feedly


    1. MFDF Director Discussion Series - Open Forum (New York), July 22
    2. MFDF Ask Anything webinar - AI Edition, July 24
    3. MFDF webinar - Use of Derivatives by RICs, July 29
    4. MFDF Director Discussion Series - Open Forum (Columbus, Ohio), August 20
    5. Samfund Soiree Boston 2025, August 21
    6. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
    7. ICI ETF Conference, Sep 8-10
    8. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
    9. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
    10. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
    11. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
    12. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
    13. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
    14. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
    15. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
    16. 10th annual Fuse Forum, October 8
    17. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
    18. 2025 MMI Annual Conference, Oct 15-17
    19. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
    20. MFDF In Focus webinar - Audit Committee Chair, November 5
    21. MFDF webinar - Mutual Fund CCO Compensations: The MPI Annual Survey Update, November 13
    22. MFDF 2026 Directors' Institute, January 26 - 28, 2026
    23. MFDF 2026 Fund Governance & Regulatory Insights Conference, March 5 - 6, 2026




    ©All rights reserved to InvestmentWires, Inc. 1997-2025
    14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
    Privacy Policy :: Terms of Use