StoneBridge Capital Advisors
Founded in 1997, Stonebridge Capital Advisors is an SEC-Registered Investment Advisor with an established focus on customized investment and wealth management solutions. Serving high-net-worth individuals, families, nonprofits, and institutions, we connect with our clients to understand their unique financial needs. In this way, we develop well-structured investment portfolios and form long-lasting partnerships.
Leadership
Heidi Hukriede, CFA
Heidi brings over 30 years of diverse experience in managing portfolios and leading investment management teams using an active management approach and focus on delivering personalized client services and developing lasting relationships with clients. This led her to found Stonebridge in 1997 where she and a team of dedicated experts bring personalized solutions to clients every day.
John Schonberg, CFA
John is an owner of Stonebridge and serves as the Chief Investment Officer overseeing the investment activities of the firm and directing the portfolio management teams and committees. He is one of the Portfolio Managers in charge of institutional and high net worth individual investment strategies and is the lead portfolio manager of the covered call strategy.
Process/Philosophy
At Stonebridge, our approach to investment management begins and ends with the client. We structure our clients’ portfolios for the long-term by gaining an in-depth understanding of our clients’ investment objectives, risk tolerances, liquidity needs, investment horizon, and unique circumstances.
Through our equity and fixed income solutions, we purposefully develop investment strategies and build customized investment portfolios. The goal of our process is to ensure that investment needs are met, while the portfolio benefits from over 40 years of investment expertise.
The foundation of our investment strategy development lies in fundamental research, while macroeconomic factors are reviewed to confirm long-term investment themes.
Identified opportunities are then presented to the broader investment team for discussion and potential inclusion into investment strategies. A buy, hold, or sell decision on a security or issuer is agreed upon as a group through open debate by portfolio managers and research analysts.