Stonebridge Capital Advisors

Our Team

Executive Team

Robert Kincade

Robert Kincade

President & Chief Executive Officer
Phone: 651-251-1007
Robert Kincade

Robert Kincade

President & Chief Executive Officer
Phone: 651-251-1007

Robert brings a wealth of expertise with over 40 years of working closely with clients, putting their interests first and strategically managing portfolios. His career led him to found Stonebridge in 1997 where he and a team of dedicated experts bring personalized solutions to clients every day.

Robert is President & Chief Executive Officer of Stonebridge Capital Advisors where he oversees the portfolio management, client services, marketing and operations of the firm.  He is also a member of the Stonebridge Investment Review Committee and Research Committee.

Robert is a member of the Minnesota Financial Planning Association. He enjoys spending time outside of the office with his family, playing golf and traveling.

 

Heidi Hukriede, CFA

Heidi Hukriede, CFA

Chief Operating Officer, Portfolio Manager
Phone: 651-251-1004
Heidi Hukriede, CFA

Heidi Hukriede, CFA

Chief Operating Officer, Portfolio Manager
Phone: 651-251-1004

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.

Heidi Hukriede is an owner of Stonebridge Capital Advisors where she is responsible for the management of the taxable and tax-exempt portfolios for institutions and high net worth individuals and for the credit analysis and trading of securities. She is also a leader of the portfolio management team serving as a member of the Stonebridge Investment Review Committee and Research Committee.

Heidi is an active member of and has served on the board of both the MN Society of Municipal Analysts (MSMA) and National Federation of Municipal Analysts (NFMA). She is also a member of the CFA Institute, the CFA Society of Minnesota, and the MN Financial Planning Association. In 2017 and 2019 Heidi was named one of the Top Women in Finance by Finance & Commerce.

Heidi is actively involved in supporting her community. She serves on the Church Council of St. Philip the Deacon Lutheran Church in Plymouth, Minnesota and she supports other local charities including Nexus and Goodwill Easter Seals. When Heidi is not working, she enjoys spending her time with her husband and two daughters traveling, skiing, and enjoying the northern Minnesota summers at the cabin.

 

Ronald Hume

Ronald Hume

Executive Vice President, Portfolio Manager
Phone: 651-251-3634
Ronald Hume

Ronald Hume

Executive Vice President, Portfolio Manager
Phone: 651-251-3634

Ron is an owner and Board Member of Stonebridge Capital Advisors where he is responsible for developing the long-term goals of the firm and overseeing the development of all team members. He also serves as a portfolio manager for both fixed income and equity strategies on behalf of institutions and high net worth individuals. Additionally, Ron serves as a member of the Stonebridge Investment Review Committee and Research Committee.

Ron has over 50 years of experience in the investment industry starting and establishing organizations, managing investment portfolios and leading sales, trading and investment management teams with a focus on delivering personalized services and developing lasting client relationships.

Ron is actively involved with supporting the local community and servers as a member of the Financial Planning Association of Minnesota, Twin City Bond Club having served on the Club’s Board of Governors, Twin Cities Estate Planning Council, Minnesota Society of Municipal Analyst, National Federation of Municipal Analysts. Outside of the office he enjoys spending time with his wife Lori, family and friends. He also enjoys many outdoor activities including golfing, fishing and spending downtime at the family lake cabin.

 

John Schonberg, CFA

John Schonberg, CFA

Chief Investment Officer, Portfolio Manager
Phone: 651-251-3637
John Schonberg, CFA

John Schonberg, CFA

Chief Investment Officer, Portfolio Manager
Phone: 651-251-3637

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.

John is a member of the Chartered Financial Analyst Society of Minnesota and sits on the board of directors for Goodwill-Easter Seals Minnesota Foundation. When he is not in the office or serving his community, John enjoys spending time with his family, traveling and playing a good round of golf.

Lory Wessel

Lory Wessel

Chief Administrative Officer, Director of Advisory Relationships
Phone: 651-251-3639
Lory Wessel

Lory Wessel

Chief Administrative Officer, Director of Advisory Relationships
Phone: 651-251-3639

Lory serves as Chief Administrative Officer where she provides input for business and strategic planning, manages Human Resources business functions, oversees administrative operations, and collaborates with colleagues to implement policies and develop improvements.  As Director of Advisory Relationships Lory is responsible for cultivating high-quality relationships with broker-dealers and individual advisors in establishing business contracts and assisting with regulatory compliance. She works closely with the Client Relations, Business Development and Marketing team members where she provides support and communication for new and existing advisors. Lory is also a member of the Senior Management Team at Stonebridge and serves as the Secretary to the Board of Directors.

Lory serves on the Board of Directors for the Financial Planning Association of Minnesota as the Membership Committee Director, is an active member of the Minneapolis Chamber of Commerce and the Society of Human Resource Management. Prior to joining Stonebridge, Lory spent years volunteering her time championing child development, supporting school literacy programs, planning personal and corporate events. She continues to actively volunteer in the community at the Easter Lutheran Church ELCA serving as a Children’s Choir Accompanist and a Handbell Ringer and is a member of the Minnesota Valley Women’s Chorale. When not in the office, what she enjoys most is spending time with her family, playing volleyball, gardening and music.

Portfolio Management Team

Michael Dashner, CFA

Michael Dashner, CFA

Director of Equity, Portfolio Manager
Phone: 651-251-3632
Michael Dashner, CFA

Michael Dashner, CFA

Director of Equity, Portfolio Manager
Phone: 651-251-3632

Michael is both Director of Equity and Portfolio Manager for Stonebridge. As Director of Equity, he is responsible for trading, analysis, allocation, and management of the firm’s equity strategies. As a portfolio manager he works directly with clients and advisors to establish customized investment portfolios for high net worth clients.

Michael completed the Chartered Financial Analyst (CFA) Program and is a member of the CFA Society of Minnesota along with the Minnesota Society of Municipal Analysts. When he’s not in the office, Michael also enjoys fishing, kayaking and exploring the outdoors.

Jon Lynn

Jon Lynn

Director of Fixed Income, Portfolio Manager
Phone: 651-251-3633
Jon Lynn

Jon Lynn

Director of Fixed Income, Portfolio Manager
Phone: 651-251-3633

Jon is an owner of Stonebridge, a Portfolio Manager, and serves as the Director of Fixed Income. He is responsible for leading the taxable and tax-exempt fixed-income team where he oversees credit analysis, trading, and portfolio management. Jon is a member of the Stonebridge Investment Review Committee and Research Committee.

Jon is an active member of the National Federation of Municipal Analysts and previously served on the board of the Minnesota Society of Municipal Analysts

When he is not in the office, Jon also enjoys spending time in the outdoors, playing hockey and running.

David Eckenrode

David Eckenrode

Portfolio Manager
Phone: 231-933-0320
David Eckenrode

David Eckenrode

Portfolio Manager
Phone: 231-933-0320

David bring over 40 years of expertise in managing the personal wealth of high net worth individuals and he has extensive experience in managing pension and profit sharing plans, public endowment funds, and both private and public foundation assets.

David is a founder of the Stonebridge Michigan office. He serves as an Equity portfolio manager and is responsible for research, analysis and equity portfolio management. He is also the head of the portfolio management team and a member of Investment Review Committee.

David served as a past president for the local chapter of the American Cancer Society. When he is not in the office, you can find him on the golf course or on a local lake boating.

Brent Mellum, CFA

Brent Mellum, CFA

Portfolio Manager
Phone: 651-251-3638
Brent Mellum, CFA

Brent Mellum, CFA

Portfolio Manager
Phone: 651-251-3638

Brent Mellum joins Stonebridge with nearly 30 years of experience delivering client results through constructing and managing portfolios and security analysis. As a portfolio manager, Brent works directly with our clients to provide full-service portfolio management – from developing goals and investment objectives to day-to-day portfolio activities. He is a trusted advisor who values relationships and opportunities for partnership.

As a Chartered Financial Analyst (CFA), Brent is an active member of CFA Society of Minnesota and CFA Institute.

Outside of the office, Brent’s hobbies include playing guitar and golf, managing home improvement projects, and maintaining an active lifestyle. He enjoys spending time with family, especially trips to their cabin in northern Wisconsin. He also volunteers to support his kids’ school and sports activities.

Brad Stone, CFA

Brad Stone, CFA

Portfolio Manager
Phone: 303-709-5916
Brad Stone, CFA

Brad Stone, CFA

Portfolio Manager
Phone: 303-709-5916

Brad is a Portfolio Manager with Stonebridge Capital Advisors where he works with high net worth clients and advisor partners from our new Denver Office.

Brad grew up in the Twin Cities and recently moved to Denver with his wife, Claudia to be closer to his two sons and his two grandsons. Brad enjoys skiing and hiking in the mountains, reading science fiction and playing chess.

Steven B. Roorda

Steven B. Roorda

Senior Analyst, Portfolio Manager
Phone: 651-251-3635
Steven B. Roorda

Steven B. Roorda

Senior Analyst, Portfolio Manager
Phone: 651-251-3635

Steve is Director of Research and Portfolio Manager for Stonebridge who brings over 40 years of industry experience. As Director of Research on the Equity team, he plays an integral role analyzing all sectors in the S&P 500 with a specific focus in the consumer discretionary sector. As an Equity Portfolio Manager, he works with clients to develop solutions to meet their individual goals. Steve is also a lead member of the Stonebridge Investment Review Committee and a member of the Research Committee.

Since entering the industry in 1981, he has been awarded six Lipper Awards for distinguished performance over three- and five-year durations for advisors and clients. Steve supports his local community through involvement with Belfair Charities. When he’s not in the office, Steve enjoys time with his family, golfing and taking part in other outdoor activities.

Gauri Jadhav, CFA

Gauri Jadhav, CFA

Director of Analytics, Portfolio Manager
Phone: 651-251-3645
Gauri Jadhav, CFA

Gauri Jadhav, CFA

Director of Analytics, Portfolio Manager
Phone: 651-251-3645

As Director of Analytics, Gauri provides support to the investment team through research, analysis, and  strategy implementation. As a Portfolio Manager Gauri develops customized strategies for both institutional and high net worth clients. She is also a member of the Equity Team, Fixed Income Team, RFP Development Team and the Research Committee.

Gauri challenges herself from both an academic and professional perspective while continuing to be actively involved in the community. She was named one of the 2020 Rising Young Professionals by Finance & Commerce, and volunteered as a teacher in Timor Leste. When she is not working or volunteering, she likes to travel and study foreign languages.

Ryan Medhaug, CFA

Ryan Medhaug, CFA

Portfolio Manager
Phone: 651-251-1003
Ryan Medhaug, CFA

Ryan Medhaug, CFA

Portfolio Manager
Phone: 651-251-1003

Ryan is an Assistant Portfolio Manager where he is responsible for supporting the equity portfolio managers through portfolio construction, research, trading and client relations. Ryan is a member of the Equity Team, and the Research Committee. He is currently in the process of completing the Chartered Financial Analyst certification.

Ryan spends his time outside of the office reading, golfing and helping on his family farm.

Chief Economist

Dan E. Laufenberg, Ph.D.

Dan E. Laufenberg, Ph.D.

Economist
Phone: 651-251-1000
Dan E. Laufenberg, Ph.D.

Dan E. Laufenberg, Ph.D.

Economist
Phone: 651-251-1000

Dan serves as the Chief Economist where he is responsible for monitoring and analyzing economic data and deriving an economic forecast. His findings are delivered in a quarterly report entitled The Stonebridge Economic Outlook. Additionally, he participates with the Equity and Fixed Income teams in developing investment strategies and asset allocation models.

Dan delivers over half a century of economic expertise and has held several positions with prominent organizations, including the Board of Governors of the Federal Reserve System, the Congressional Budget Office, IDS/American Express, and Ameriprise Financial. Academia has been a focal point for Dan, holding the position of adjunct associate professor or visiting associate professor at several distinguished universities over his career.

Dan has had research papers published in professional journals, written numerous working papers and briefing documents for the Federal Reserve, and authored monthly economic forecasts, daily commentaries, and numerous special reports at IDS/American Express and Ameriprise Financial. Dan has also been the keynote economic speaker at multiple conferences and participated on various panels, including the panel of economic forecasters for the Wall Street Journal. Dr. Laufenberg holds a doctorate in economics with a minor in statistics from Iowa State University of Science and Technology.

Trading

Jessica Joyce

Jessica Joyce

Senior Equity Trader
Phone: 651-251-3644
Jessica Joyce

Jessica Joyce

Senior Equity Trader
Phone: 651-251-3644

Jessica is Senior Equity Trader, she executes trades for Stonebridge and coordinates with the portfolio management team and the custodian on trade completion. She is also a member of the Equity Research Team, Client Service Team and RFP Due Diligence Team.

Jessica is an active member in the community with participation in volunteer activities at the Ronald McDonald House and Children’s Hospital. Outside of the office, she enjoys spending time with her husband and daughter at the family cabin, taking her dog on adventures and playing bingo on the weekends.

Data Analytics

Vani Ramakrishnan

Vani Ramakrishnan

Systems & Analytics Manager
Phone: 651-251-1000
Vani Ramakrishnan

Vani Ramakrishnan

Systems & Analytics Manager
Phone: 651-251-1000

Vani is the Systems & Analytics Manager here at Stonebridge. With over 15 years of experience, she’s a key member of the Data Analytics team, and is responsible for enhancing the firm’s operational efficiency through daily data processing and improving data integrations and workflows. Working closely with the portfolio management team, Vani manages the internal analytics processes, enhances the technology infrastructure, and supports and upgrades the proprietary portfolio management and trading system.

Vani has a Bachelor of Science degree in Computer Science and an MBA from the University of South Dakota. She is an expert in data analytics and integrations, process improvements, financial and business analytics, and is exceptionally skilled in programming languages and coding, including Ruby, Python, and SQL. Outside of the office, Vani enjoys reading, traveling, theater, and crafting. She has volunteered with multiple coding workshops to improve diversity in the computer science community and to teach coding to kids.

Regional Management

Derrick Watson

Derrick Watson

National Sales Director
Phone: 303-749-1152
Derrick Watson

Derrick Watson

National Sales Director
Phone: 303-749-1152

Derrick is the National Sales Director, member of the Marketing Team and Southwest Regional Sales Team Lead. He is responsible for relationship management in the Southwest region of the country, partnering with high net worth clients, institutions, family offices and advisors to develop customized investment strategies.

Derrick is a Founder and former Director of the Colorado Lungs4life non-profit association and is an active member of the Financial Planners Association. When he is not hard at work helping to build the reputation and visibility of Stonebridge in the Denver, Colorado area, Derrick enjoys spending time with his wife and daughter and taking part in outdoor activities including golfing, hiking and volunteering with local charities.

Jeff H. Brimm

Jeff H. Brimm

Regional Director
Phone: 615-265-4975
Jeff H. Brimm

Jeff H. Brimm

Regional Director
Phone: 615-265-4975

Jeff is a Regional Director and member of the Sales, Marketing and Client Relations Teams. He is responsible for relationship management and business development of Stonebridge services to high net-worth individuals, institutional investors and advisors in the Southeast region of the country.

Jeff is an active member in the community with participation in the Hendersonville Area Chamber of Commerce and the Middle Tennessee Financial Planners Association. Outside of the office, he enjoys spending time golfing and connecting with his neighborhood community.

Client Relations & Operations

Allyse Rogers

Allyse Rogers

Director of Client Relations
Phone: 651-251-3643
Allyse Rogers

Allyse Rogers

Director of Client Relations
Phone: 651-251-3643

Allyse began her career in 2007 and has a strong background in the financial services industry of building client relationships and putting them first. She is Director of the Client Relations team and works with portfolio management, marketing, operations, custodial relations, and advisory partners. In her role, she manages both the client onboarding and relationship development process.

Allyse actively volunteers with several organizations including serving as a food packer for the Feed My Starving Children organization and as a food shelf operative with Interfaith Outreach and Community Partners. Outside of community involvement, she stays busy chasing around her two young sons. Allyse and her family enjoy family bike rides on the Dakota Trail and boating on Lake Minnetonka.

Mitchell Cornelsen

Mitchell Cornelsen

Client Relations Specialist
Phone: 651-251-1006
Mitchell Cornelsen

Mitchell Cornelsen

Client Relations Specialist
Phone: 651-251-1006

Mitchell is a dedicated member of the Sales Team, Marketing Team and Operations Team at Stonebridge Capital Advisors. As a Client Relations Specialist, Mitchell is responsible for assisting regional managers and portfolio managers as they build relationships with prospects and new clients. He also provides ongoing support to the client services team and works with the Operations Team to initiate client accounts and manage the client relationship process.

Mitchell is an active member of the Minneapolis Chamber of Commerce and the Financial Planning Association (FPA). Outside of the office, Mitchell enjoys many outdoor activities but competing in triathlons is his focus.

Rachel Nault

Rachel Nault

Client Relations Specialist
Phone: 651-251-1005
Rachel Nault

Rachel Nault

Client Relations Specialist
Phone: 651-251-1005

As a Client Relations Specialist, Rachel is responsible for assisting the portfolio management team, advisor partners, and clients with any account maintenance and money movement needs. She works directly with operations, custodians, and advisory partners to provide ongoing support for current client requests and new client onboarding processes.

Rachel spends her time outside of the office trying new restaurants, playing intramural soccer, and traveling to new places.

Michelle Terkoski

Michelle Terkoski

Client Relations Administrator
Phone: 651-251-1000
Michelle Terkoski

Michelle Terkoski

Client Relations Administrator
Phone: 651-251-1000

Michelle is an Administrator and member of the Client Service Team where she helps carry out the duties of client onboarding, account establishment, and relationship management. Additionally, she works with all teams and committees across the firm to administer office management, travel and internal communication.

Michelle actively volunteers with the firms Community Partner. When she is not volunteering or working, she likes to study photography, go on walks, take part in crafting and scrapbooking as well as spending time with family.

Bonnie Romono

Bonnie Romono

Administrative Coordinator
Phone: 651-251-3630
Bonnie Romono

Bonnie Romono

Administrative Coordinator
Phone: 651-251-3630

Bonnie Romano has been in the financial services industry since 2010. Her experiences range from being a registered financial planner to office management, project management, and operations. From redeveloping processes to increasing efficiencies to supporting portfolio management, Bonnie works across multiple departments at Stonebridge to assist our high-performing team.

She is passionate about local non-profit organizations. Bonnie nominated Small Sums as Stonebridge’s Community Partner 2002–2024 and identified Emerge Mothers Academy for Financial Planning Associations charity of the year. Bonnie is an active board member of the Financial Planning Association of Minnesota, heading the Membership Committee. She is also a key team member of the Executive Woman’s Council through the Minneapolis Chamber of Commerce.

Bonnie stays deeply connected with her community through local high school and middle school athletics and music programs, hosting foreign exchange students, and volunteering with organizations that support people experiencing homelessness. When Bonnie is not working, she enjoys spending time outdoors with her family and pets and working on home improvement projects.

John Unmacht

John Unmacht

Client Relations, Sales Administrator
Phone: 651-251-1002
John Unmacht

John Unmacht

Client Relations, Sales Administrator
Phone: 651-251-1002

John Unmacht supports nearly every facet of the company’s operations through marketing and sales strategies.

A 2020 graduate of the University of Minnesota-Duluth’s Labovitz School of Business and Economics, John has a bachelor’s degree in business administration and professional sales. With three years of client relations and sales experience, including one with the Stonebridge team, he brings trusted, relevant marketing and sales strategies and supports the company’s financial client relations work.

Serving as an embedded support liaison across all company teams and directives, his work bolsters the client relations, marketing, business development, sales and administrative operations. He is responsible for assisting regional managers and portfolio managers as they build relationships with prospective and new clients.

John is deeply involved in mission work and has spent three trips in Puerto Rico, Wisconsin and South Dakota through his church. He’s also an active community volunteer and enjoys supporting charity events. When John is not working, he enjoys spending time with family and friends. An avid sports fan, he is a frequent golfer and softball player.

Compliance & Performance

Cathi Schmidt, IACCP®

Cathi Schmidt, IACCP®

Chief Compliance Officer
Phone: 651-251-3640
Cathi Schmidt, IACCP®

Cathi Schmidt, IACCP®

Chief Compliance Officer
Phone: 651-251-3640

Cathi Schmidt is responsible for fostering and maintaining an ethical culture of compliance at Stonebridge. She brings more than 30 years of varied experience in investment management and financial services. Cathi ensures Stonebridge meets and exceeds compliance program regulations and deepens our commitment to ethical and professional standards of conduct. Her areas of expertise include investment advisor compliance, current regulatory issues and trends in investment management.

Cathi earned the NRS Investment Adviser Certified Compliance Professional® (IACCP®) designation, which signifies enhanced knowledge of investment advisor regulation and compliance best practices, and adherence to nationally recognized professional standards and ethical leadership. She is also a member of the National Society of Compliance Professionals and supports Stonebridge’s nonprofit partners with her compliance expertise.

Outside of her role at Stonebridge, Cathi is a supporter of the Saint Paul Farmers’ Market. She enjoys traveling and practicing her language skills in Swedish and French and spending weekends at the cabin or in her family’s 13-foot Scamp trailer.

 

 

Marketing

Patrick Kincade

Patrick Kincade

Director of Marketing, Relationship Manager
Phone: 651-252-3642
Patrick Kincade

Patrick Kincade

Director of Marketing, Relationship Manager
Phone: 651-252-3642

As Director of Marketing, Patrick develops and implements the overall marketing strategies for the firm. He is also a relationship manager at Stonebridge, working with individuals and advisors to create long-term investment plans. Additionally, Patrick is a lead member of the Nonprofit Management Team, working with nonprofit clients to develop sustainable, values-based investment strategies.

Patrick is a member of the St. Paul Chamber of Commerce and the Financial Planning Association of Minnesota. He is actively involved as a committee member with several local nonprofits including Nexus Family Healing, Minnesota Keystone Program, and Black Men Teach. He is also a governing member and committee member of the St. Paul Chamber Orchestra. Outside of the office Patrick enjoys spending time traveling with his family. He also likes to participate in several outdoor activities including mountain biking and hiking as well as playing and refereeing soccer.

Katherina Yavela

Katherina Yavela

Marketing Manager
Phone: 651-251-1008
Katherina Yavela

Katherina Yavela

Marketing Manager
Phone: 651-251-1008

Katherina Yavela is an experienced marketing and sales professional with more than seven years in the field. As marketing manager, she develops and implements Stonebridge’s strategic marketing efforts, from paid media campaigns to content marketing and client communications. Katherina works across multiple teams to authentically tell our firm’s story and build brand awareness. She holds a bachelor’s degree in marketing from the University of St. Thomas in Saint Paul and is currently pursuing her MBA at Purdue University.

Katherina is engaged in her community through volunteer work with the Museum of Russian Art and Secondhand Hounds, an animal rescue organization. She is passionate about animal welfare, poverty and malnourishment alleviation, arts and culture, and education.

Outside of the office, Katherina enjoys opera and stand-up comedy shows, spending time with her rescue pup, Louie, and visiting art museums.

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