Meet Our Team
The Stonebridge Capital team of portfolio managers and client service specialists offer an average of over 30 years of experience managing money and providing client service through four decades (from 1970’s to today) in market cycles.
Our experience has taught us the value of:
Consistently studying of the economy and markets
Acting proactively on well-studied fundamentals
Communicating directly and actively with our clients
Constant focus on each client’s needs and objectives relative to portfolio structure
Members of the Stonebridge team have been recognized as top performers in the industry and for specific styles of management.
Robert A. Kincade
President & Founder
Robert is President & Owner of Stonebridge Capital Advisors and serves on the Board of Directors. He is responsible for equity portfolio management, marketing and administration. Robert is a member of the Stonebridge Investment Review Committee and the Stonebridge Research Committee. He his a multi-year award recipient of the Five Star Wealth Manager designation and under his management, Stonebridge has been ranked as a top performing money manager by Lipper Marketplace.
Investment industry experience since 1978
Partner at Whitecliff Capital Partners (a private investment firm)
Vice President at Insight Investment (a division of Dain Rauscher)
Regional Vice President at American Express Retirement Services
Sr Trust Officer at Northwestern Bank & Trust
Heidi L. Hukriede, CFA
Founder & Portfolio Manager
Heidi Hukriede, Founder & Portfolio Manager, is an owner of the firm and is responsible for management of the taxable and tax-exempt bond portfolios for institutions and high net worth individuals, as well as credit analysis and trading of securities. Under her management, Stonebridge Capital Advisors Tax-Exempt Bond and Taxable Bond Composites have been nationally recognized by Lipper Marketplace. She also serves on the Stonebridge Investment Review Committee and the Stonebridge Research Committee.
Investment industry experience since 1989
Portfolio Manager of Mutual & Trust Fund at Norwest Investment Management
Manager of Fixed Income Trader at Norwest Investment Management
David A. Eckenrode
Director of Equity Management
David Eckenrode, Director of Equity Management, is an equity portfolio manager and founder of the Stonebridge Michigan office. He is responsible for research, analysis and equity portfolio management. David is the head of the Stonebridge Research Committee and a member of the Investment Review Committee. David is a member of the Equity Team at Stonebridge Capital Advisors, which has been recognized as a top performing money manager by
Lipper Marketplace, for the Stonebridge Capital Advisors Large Capitalization Growth Equity Composite.
Investment industry experience since 1977
Portfolio Manager at RWB Capital Management
Sr Trust Officer at Northwestern Bank & Trust
Investment Executive at Merrill Lynch
Ronald C. Hume
Partner & Portfolio Manager
Ron is an owner of Stonebridge Capital Advisors and a member of the firm’s Board of Directors. He is responsible for both fixed income and equity portfolio management on behalf of institutions and high net worth individuals. As a member of the Fixed Income and Equity Teams, he is involved in the analysis, selection and structuring of investment portfolios. Mr. Hume is also a member of the Stonebridge Investment Review Committee and Stonebridge Research Committee.
Investment industry experience since 1969
Portfolio Manager & Head of Tax-Exempt Fixed Income at Dougherty & Co.
Founder & President at Marcotte Hume
John K. Schonberg, CFA
Portfolio Manager & Principal
John is responsible for the management of equity portfolios for institutions & high net worth individuals. As a member of the Equity Team he serves on the Research Committee and works with the members of the Equity Team in the analysis, selection and structuring of the equity portfolios.
Investment industry experience since 1988
Senior Portfolio Manager at Columbia Management
Senior Portfolio Manager at Amerprise
Portfolio Manager & Analyst at Piper Capital Management
Michael J. Dashner, CFA
Michael is a member of the Equity Team at Stonebridge Capital Advisors and is responsible for equity trading and portfolio management. He leads the large-cap growth strategy and as a member of the Research Committee, he follows sector specific companies and maintains the equity universe and models for each equity strategy. Prior to joining the Equity Team, Michael was head of fixed income trading at Stonebridge Capital Advisors.
Investment industry experience since 2007
Holds an MBA from University of South Dakota
Jon F. Lynn
Senior Analyst & Portfolio Manager
Jon is responsible for taxable and tax-exempt fixed-income credit analysis, trading and portfolio management. 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. 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. He also actively participates in the construction and investment of new bond portfolios tailored to meet each client’s individual needs.
Investment industry experience since 1999
Institutional Fixed Income Sales at Dougherty & Co.
Royce N. Nies, CFP
Royce is a Portfolio Manager at Stonebridge Capital Advisors. He serves on the Equity Team, Sales Team, Marketing Team and helps create the strategy and implementation of Stonebridge’s growth. In his career, he has received multiple advisor based awards including Research Magazine’s Broker Hall of Fame and Consumers Research Council of America’s Top Financial Planners List.
Investment industry experience since 1975
Chief Compliance officer at KDV Wealth Management
Executive Vice President at First Allied Securities Inc.
Investment Executive & President at D.E. Frey
Vice President at Dain Bosworth (Currently RBC Wealth Management)
Scott M. Shinnick
Fixed Income Trader & Portfolio Manager
Scott is responsible for taxable and tax-exempt fixed-income credit analysis, trading and portfolio management. In addition to performing initial credit analysis on bond investments, he is the Head Fixed-Income Trader in charge of trade execution. 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. Along with this, Scott supports the Equity Team through health care sector research and balanced portfolio management.
Investment industry experience since 2000
Fixed Income Trader at Lowry Hill Wealth Management
Holds an MBA with an emphasis in Finance from Hamline University
Steven B. Roorda
Senior Analyst & Portfolio Manager
Steven is a Senior Analyst and a Portfolio Manager at Stonebridge Capital Advisors. He plays a key role on the Equity Team as Senior Analyst of all sectors in the S&P 500 with a specialty in consumer discretionary. As an equity Portfolio Manager, he works with clients to develop solutions to meet each individual goal. Steve is a member of the Stonebridge Investment Review Committee and a member of the Research Committee.
Investment industry experience since 1981
Senior Analyst at Ameriprise Financial Services
Equity Research Analyst at T. Rowe Price
Investment Advisors at First Kentucky Company
Gauri B. Jadhav
Associate Portfolio Manager
Gauri, Associate Portfolio Manager, provides support to the equity and fixed income portfolio managers through research, analysis, investment strategy implementation and reallocation. Gauri is on the Equity Team, Fixed Income Team, RFP Development Team and the Research Committee.
Investment industry experience since 2009
Analytical Consultant for Marketing & Sales at Galliard Capital Management
Associate Director of Quantitative Analysis at Galliard Capital Management
Dan E. Laufenberg, PhD.
Dr. Laufenberg is the Stonebridge Capital Advisors Economist responsible for monitoring economic data, analyzing the data and deriving an economic forecast. His quarterly report, entitled the Stonebridge Economic Update, includes Dan’s analysis and economic forecast. In addition, he will participate with the Equity and Fixed Income teams in developing investment strategies and asset allocation models.
Investment industry experience since 1971
Chief Economist at Ameriprise Financial
Chief U.S. Economist at American Express
Served on the Research Staff for the Board of Governors of the Federal Reserve System in Washington
Jessica D. Joyce
Sales & Trading Associate
Jessica is in charge of executing equity trades for the firm. She coordinates with the portfolio management team and the custodian to make sure trades are completed. She is a member of the Equity Management Team, Client Service Team and is a key member of the RFP Development Team. Jessica is also a Series 6 licensed professional.
Industry experience since 2014
Derrick J. Watson
Derrick is a Regional Director at Stonebridge Capital Advisors and is responsible for the marketing and relationship management of separately managed portfolios and mutual fund. He is a member of the Marketing Team and Sales Team.
Industry experience since 1999
Founded Bason Partners LLC
Regional Sales Consultant at Oppenheimer Funds
Financial Advisor at Edward Jones
Jeff H. Brimm
Jeff Brimm, Regional Director of Stonebridge Capital Advisors, is responsible for the relationship management and business development of Stonebridge services to high net-worth individuals, institutional investors and advisors. Jeff is a member of the Sales, Marketing and Client Relations Teams. He also assists in developing strategies in the southeast region of the country.
Industry Experience since 1998
President & Founder of JB Financial
Joan M. Vranek
Client Service & Operations Manager
Joan is the manager of the Operations and Client Services Team and helps to manage the firm’s expenses. As a member of the Management Team she helps make executive decisions and determine yearly goals.
Industry experience since 1975
Allyse P. Rogers
Operations & Client Service Specialist
Allyse is a key member of the Client Service Team, working with Portfolio Managers, custodians and other key client team members to develop client paperwork along with coordinating the client onboarding and relationship process. Allyse is a member of the Client Service Team and Operations Team.
Industry Experience Since 2007
Sue M. Odell
Sue works to help coordinate the client relationship process. As the firms only administrative associate Sue works with all teams to administer client relations and supporting operational duties. She is also the friendly voice you often hear when you call Stonebridge.
Industry experience since 1976
Mitchell D. Cornelsen
Sales & Client Service Associate
Mitchell is responsible for assisting regional managers and portfolio managers as they build relationships with prospects and new clients. He works with the Operations Team to initiate client accounts and manage the client relationship process. Mitch is also a member of the Sales Team, Marketing Team and Operations Team.
Industry Experience Since 2015
Client Relationship Manager and Financial Counselor at Park Nicollet Health Services
Compliance & Performance
Cathi L. Schmidt
Compliance & Performance Administrator
Cathi is responsible for compliance review and performance generation for the firm. She works with the team to determine compliance requirements for the year and is essential in the firms GIPS compliance process. She is a member of the Fixed Income Team and the Client Service Team.
Industry experience since 1989
Lory R. Wessel
Advisor Relationship Manager
Lory is responsible for manages the advisor relationship structure and coordinating the marketing, events and travel that coincide with advisor partnerships. She is key in building and maintaining relationships with advisors and custodians. Lory is also a member of the Client Service Team, Marketing Team and Sales Team.
Industry experience since 2011
Patrick R. Kincade
Patrick supports the development and execution of the firms marketing strategies and helps with the relationship management of Stonebridge partnerships. He is a member of the Marketing Team and Sales Team.
Industry experience since 2011
Project Manager at Thomson Reuters
Sales Manager for Madden’s on Gull Lake