Beyond our focus on customized investment management, we take great pride in serving our clients and partners. In June 2023, Stonebridge hosted our annual Investment Management Forum.
Hear from our professional panel – our firm’s own Chief Investment Officer, John Schonberg, CFA, our Director of Equity, Michael Dashner, CFA, and our Director of Fixed Income, Jon Lynn – as they explain our investment philosophy, our approach to investment management, and how our process impacts our clients’ portfolios.
Disclosure: The information and resources provided are for informational purposes only and do not create a professional-client relationship between the attendees and firms, panelists, authors and contributors.