Stonebridge Capital Advisors

Meet Our Team

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:

  • Being constant students 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.

Equity Team Members

Robert A. Kincade
Phone: 651-251-1007

Robert A. Kincade

President & Founder

Mr. Kincade 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 of Whitecliff Capital Partners (a private investment firm)
  • Vice President of Insight Investment (a division of Dain Rauscher)
  • Regional Vice President of American Express Retirement Services
  • Sr Trust Officer Northwestern Bank & Trust
David A. Eckenrode
Phone: 231-933-0320

David A. Eckenrode

Director of Equity Management

Mr. 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 RWB Capital  Management
  • Sr Trust Officer Northwestern Bank & Trust
  • Investment Executive Merrill Lynch
John K. Schonberg, CFA
Phone: 651-251-3637

John K. Schonberg, CFA

Portfolio Manager & Principal

Mr. Schonberg 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 for Columbia Management
  • Senior Portfolio Manager for Amerprise
  • Portfolio Manager & Analyst for Piper Capital Management
Michael J. Dashner, CFA
Phone: 651-251-3632

Michael J. Dashner, CFA

Portfolio Manager

Mr. Dashner 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 Mr. Dashner follows sector specific companies and maintains the equity universe and models for each equity strategy. Prior to joining the Equity Team, Mr. Dashner was head of fixed income trading at Stonebridge Capital Advisors.

  • Investment industry experience since 2007 with Stonebridge Capital Advisors
Royce N. Nies, CFP
Phone: 651-251-1000

Royce N. Nies, CFP

Portfolio Manager

Mr. Nies 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 of First Allied Securities Inc.
  • Investment Executive & President at D.E. Frey
  • Vice President of Dain Bosworth (Currently RBC Wealth Management)

Fixed Income Team Members

Heidi L. Hukriede, CFA
Phone: 651-251-1004

Heidi L. Hukriede, CFA

Founder & Portfolio Manager

Ms. 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
  • Served as a board member of the Minnesota Society of Municipal Analysts
  • Active member of National Federation of Municipal Analysts
  • Portfolio Manager of Mutual & Trust Fund at Norwest Investment Management
  • Manager of Fixed Income Trader at Norwest Investment Management
Ronald C. Hume
Phone: 651-251-3634

Ronald C. Hume

Partner & Portfolio Manager

Mr. Hume 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 – Dougherty & Co.
  • Marcotte Hume – Founder & President
Jon F. Lynn
Phone: 651-251-3633

Jon F. Lynn

Senior Analyst & Portfolio Manager

Mr. Lynn 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 – Dougherty & Co.
  • Member of the National Federation of Municipal Analysts
  • President of the Minnesota society of Municipal Analysts
Scott M. Shinnick, MBA
Phone: 651-251-3638

Scott M. Shinnick, MBA

Fixed Income Trader & Portfolio Manager

Mr. Shinnick 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
  • Member of the Minnesota Financial Planners Association
  • Active member of National Federation of Municipal Analysts
  • Fixed Income Trading – Lowry Hill Wealth Management

Chief Economist

Dan E. Laufenberg, PhD.
Phone: 651-251-3642

Dan E. Laufenberg, PhD.

Economist

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 for Ameriprise Financial
  • Chief U.S. Economist for American Express
  • Served on the Research Staff for the Board of Governors of the Federal Reserve System in Washington

Business Development

Derrick J. Watson
Phone: 612-718-4120

Derrick J. Watson

Regional Director

Mr. Watson is a Regional Manager at Stonebridge Capital 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 for Oppenheimer Funds
  • Financial Advisor for Edward Jones
Jeff H. Brimm
Phone: 615-265-4975

Jeff H. Brimm

Regional Director

Mr. 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