A complete list of active advisors currently associated with Stonebridge Capital Advisors LLC
Warmer can help you find a great advisor at Stonebridge Capital Advisors LLC or one who fits your needs even better.
Stonebridge Capital Advisors provides financial planning and discretionary portfolio management primarily to individual clients, including both non‑high‑net‑worth and high‑net‑worth households, overseeing roughly $2.52 billion in client assets and about 1,600 client relationships. In addition to typical individual accounts, the firm’s brochure indicates it works with less common client types for a team firm — including investment companies, insurance‑company clients, and other investment adviser clients — and several advisors maintain separate insurance or Medicare businesses. The firm’s investment process is committee driven, with weekly investment‑committee meetings and at least annual account reviews, and it employs dedicated equity and fixed‑income portfolio managers alongside a chief investment officer, an in‑house economist with a PhD, and multiple CFA charterholders. Stonebridge emphasizes active, research‑based portfolio management and ongoing monitoring across separately managed accounts and institutional mandates, combining macroeconomic input and security‑level analysis in portfolio construction. What is distinctive relative to many peers is the firm’s institutional breadth and specialized staff experience: senior portfolio managers have prior mutual‑fund, hedge‑fund and institutional asset management backgrounds, and the firm maintains national and regional sales and marketing roles that support client education and communications. The brochure also documents advisor licensing and outside insurance businesses, reflecting the firm’s capacity to work with insurance entities and to provide insurance‑related client services alongside its investment management.
To learn more about the advisors currently working at Stonebridge Capital Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Stonebridge Capital Advisors LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
St. Paul, MN
| 0
| |
St. Paul, MN
| 0
| |
St. Paul, MN
| 19
| |
St. Paul, MN
| 0
| |
St. Paul, MN
| 0
| |
St. Paul, MN
| 0
| |
Greenwood Village, CO
| 15
|
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