Our Team

Harry, the Chief Investment Officer and Portfolio Manager, is responsible for the Firm’s concentrated quality growth strategy. Since founding the Firm in 2007, he has overseen the investment team leveraging over 40 years of experience. Prior, Harry spent 17 years at W.P. Stewart & Co., serving as Chairman, CEO, and CIO directly managing $4 billion in institutional and high-net-worth client assets worldwide. He previously served as the Senior Packaged Food analyst at Shearson Lehman Hutton and began his financial career in 1982 as a research analyst at L.F. Rothschild, Unterberg & Towbin. Harry earned a B.A. in Political Science and History from Tufts University.

Rob is Director of Research and senior investment team member, managing research activities and implementing tools that drive the investment process. Since joining in 2011, he has drawn on almost 30 years of investment experience. Previously, Rob was a Partner, Portfolio Manager, and Director of Research at Grisanti Brown & Partners, co-managing a concentrated U.S. equities portfolio, and worked with Harry Segalas at W.P. Stewart as an Analyst and Portfolio Manager. He began his career at Huntington Bancshares before serving as a Senior Specialty Insurance analyst at Merrill Lynch. Rob holds a B.S. in Finance from Miami University and is a CFA Institute member.

Zane is a member of the Firm’s investment team and supports the Firm’s research process through fundamental analysis with a fresh perspective. Since joining in 2023, he has provided research coverage for an increasing number of the Firm’s Focus List names including portfolio holdings across consumer and technology / platform companies. Zane previously completed an internship with the Firm’s investment team, following a professional internship program at Strategas Research Partners, a leading sell-side macro firm in New York City. He earned a B.S. in Global Business, with concentrations in Global Finance and Business Economics, from the Fordham University Gabelli School of Business.

Sandra serves as President, directing all business management functions. She initially joined the Firm in 2013 to lead finance and human resources before serving as Chief Administrative Officer (CAO). Sandra brings nearly 40 years of financial services expertise, specializing in accounting, operations, client services, and vendor management. Prior to HSM, she spent 23 years at W.P. Stewart & Co. as Controller and Assistant Controller, collaborating closely with the CFO and COO on corporate financial affairs. Sandra studied accounting at Queens College and Hunter College and during her tenure at W.P. Stewart, established a long history of teamwork with Harry Segalas and other members.

As Information Security Officer (ISO), and Director of Trading and Technology, Mark oversees the Firm’s core infrastructure, transaction systems, and information security. Since joining the Firm in 2007, he has driven its technological evolution, spearheading cybersecurity governance, risk management, and system resilience for complex trading operations. Mark began his career at a boutique financial services firm, where he advised corporate and high-net-worth clients on financial statement analysis, corporate tax compilation, and estate planning, while also supporting the firm’s IT systems and security management. He earned his BBA degree in Finance from Bernard Baruch College.

As Director of Operations and Portfolio Analytics, Cameron oversees the Firm’s operational infrastructure. Since joining the Firm in 2008, he has supported the investment team with performance reporting and analytical data. Cameron brings more than 30 years of industry experience and holds the Chartered Financial Analyst (CFA) designation and Certificate in Investment Performance Measurement (CIPM). Prior to HSM, he was Senior V.P. of Client Service at W.P. Stewart Asset Management and previously served as V.P. and Portfolio Manager at Morgan Stanley Investment Management. He began his career in 1989 at Dean Witter. Cameron holds a B.S. from the University of Delaware.

Patti joined the Firm in 2015 and directs all client service functions while serving as CCO. She brings over 30 years of deep financial services expertise, specializing in HNW and institutional relationship management, business operations, and compliance risk controls. Prior to HSM, Patti spent five years as Vice President at RBC Advisor Services, managing client onboarding and operational procedures. Her extensive background features pivotal roles as Integration Manager for JP Morgan Securities and Managing Director of Bear Stearns. Patti began her financial services career at Neuberger and Berman in 1991. She holds a B.A. in Mathematics and Music from Hobart and William Smith Colleges.