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
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 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
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 at RWB Capital Management
Sr Trust Officer at Northwestern Bank & Trust
Investment Executive at Merrill Lynch
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 at Columbia Management
Senior Portfolio Manager at Amerprise
Portfolio Manager & Analyst at Piper Capital Management
Michael J. Dashner, CFA
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
Royce N. Nies, CFP
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 at First Allied Securities Inc.
Investment Executive & President at D.E. Frey
Vice President at Dain Bosworth (Currently RBC Wealth Management)
Fixed Income Team Members
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.
Portfolio Manager of Mutual & Trust Fund at Norwest Investment Management
Manager of Fixed Income Trader at Norwest Investment Management
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 at Dougherty & Co.
Founder & President at Marcotte Hume
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 at Dougherty & Co.
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
Fixed Income Trader at Lowry Hill Wealth 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
Derrick J. Watson
Mr. Watson is a Regional Manager 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
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