Brand & Marketing . She works with portfolio management, marketing, client relations, custodial relations and advisory partners to coordinate the client onboarding and relationship development process.Casey works on the Client Service and Operations team with Allyse to handle client relations. 2550 University Avenue West Suite 455 South . He consults with each branch of the team to create a smooth client experience, handling all new client paperwork and onboarding.Rachel assists with the day-to-day work of the Client Relations and Operations teams. We provide customized investment and private wealth management services and solutions to high-net-worth individuals, institutions, and advisors. Institutional Investment Management 2550 University Avenue West Stonebridge Capital Advisors offers financial advisor services in 27 states: Arizona, California, Colorado, Florida, Georgia, Illinois, Iowa, Kansas, Louisiana, Maryland, Michigan, Minnesota, Missouri, Nebraska, Nevada, New York, North Dakota, Oklahoma, Oregon, Pennsylvania, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, Wisconsin.While Stonebridge Capital Advisors advises clients across a variety of portfolio sizes, the average client balance is currently $1,256,409. © Copyright 2020 Stonebridge Capital Advisors. However, BBB does not verify the accuracy of information provided by third parties, and does not guarantee the accuracy of any information in Business Profiles.When considering complaint information, please take into account the company's size and volume of transactions, and understand that the nature of complaints and a firm's responses to them are often more important than the number of complaints.BBB Business Profiles generally cover a three-year reporting period. With a deep understanding of many different credit sectors within the marketplace, he plays a critical role in negotiating price, structure and protective covenants on many new bond investments. Portfolios are custom designed and separately managed stocks, bonds, exchange traded funds and mutual funds.Stonebridge believes in providing investment solutions that are designed around client specific needs and objectives. St. Paul, MN 55114 Like the conductor of a symphony, our responsibility is to conduct the process of investment & private wealth management by drawing on the talents of the professionals that help manage your wealth plan.Institutional clients at Stonebridge include insurance companies, retirement plans, foundations, non-profit companies and health care providers.
CHARLOTTE HARPER. She is also responsible for credit analysis and trading of securities. He also actively participates in the construction and investment of new bond portfolios tailored to meet each client’s individual needs.Royce is a Portfolio Manager at Stonebridge Capital Advisors. In addition to performing initial credit analysis on bond investments, he heads the firm’s credit surveillance program which conducts ongoing due diligence on the fixed-income portfolio. Stonebridge works with the leading hedge funds in the capital markets, managing assets for a specific capital and return ranges. Laufenberg is the Chief Economist at Stonebridge Capital Advisors. See who you know at Stonebridge Capital Advisors, leverage your professional network, and get hired. For the most up-to-date information, please view the applicable SEC and FINRA reports above. 2550 University Ave W Suite 455 South Stonebridge Capital Advisors Financial Services. Minnesota Keystone Program Participant He is one of the Portfolio Managers in charge of institutions and high net worth individuals and is lead portfolio manager of the covered call strategy.David Eckenrode, Director of Equity Management, is an equity portfolio manager and founder of the Stonebridge Michigan office. MN 651-251-1000 Investment News Suite 455 South
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