Operations

barbaranelson

Barbara A. Nelson

Manager, Operations

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Barbara A. Nelson

Manager, Operations

Barbara Nelson is the firm’s Manager of Operations. She is responsible for account reconciliation, corporate action processing, trade settlement, and all other operational activity. Ms. Nelson’s experience in the investment industry spans over 36 years. Prior to joining SBH in 1997, Ms. Nelson served as Department Manager at Principle Financial where she was responsible for trading, account reconciliation, billing, and client reporting. Prior to joining Principle Financial, she was an Administrator at Hahn Holland & Grossman. She received her BS in Finance from Northern Illinois University and holds her Series 7 and Series 64 licenses.

lfrankchadwell

L. Frank Chadwell

Manager, Operations

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L. Frank Chadwell

Manager, Operations

Frank Chadwell is the firm’s Manager of Operations. He is responsible for account reconciliation, corporate action processing, trade settlement, and all other operational activity. Mr. Chadwell’s experience in the investment industry spans over 33 years. Prior to joining SBH in 1998, he spent 16 years with Stein, Roe and Farnham. He holds a BA from DePaul University and is an active member of the American Contract Bridge League.

matthewschultz

Matthew J. Schultz

Operations Administrator - Fixed Income

maxcarbonel

Max T. Carbonel

Billing Administrator

danielriesen

Daniel P. Riesen

Account Reconciliation Administrator

edwardkonrath

Edward G. Konrath

Account Reconciliation Administrator