Meet Our Team
The Stonebridge Capital team of portfolio managers and client service specialists offer diverse backgrounds and experience in 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:
Consistent studying of the economy and markets
Acting on well-studied fundamentals
Communicating directly and actively with our clients
Constant focus on each client’s needs and objectives relative to portfolio structure
President & Chief Executive Officer
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
Chief Operating Officer, Portfolio Manager
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.
Executive Vice President and Portfolio Manager
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
Chief Investment Officer & Portfolio Manager
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 and Chartered Financial Analyst Society of Minnesota. 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.
Michael Dashner, CFA
Director of Equity, Portfolio Manager
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.
Director of Fixed Income, Portfolio Manager
Jon is an owner of Stonebridge and serves as a Director of Fixed Income and Portfolio Manager where he is responsible for leading the taxable and tax-exempt fixed-income team. As focus is on credit analysis, trading and portfolio management. He also performs initial credit analysis on bond investments and heads up the firm’s credit surveillance program which conducts ongoing due diligence on the fixed-income portfolio. Jon is a member of the Stonebridge Investment Review Committee, Research Committee and he participates in the construction and investment of new bond portfolios.
Jon is an active member of the National Federation of Municipal Analysts, Minnesota Financial Planners Association, Twin Cities Bond Club and sits on the board of the Minnesota Society of Municipal Analysts. Additionally, Jon has been a member of Torske Klubben since 2005, a non-profit club that supports scholarship aid to students at the University of Minnesota Graduate School. When he is not in the office, Jon also enjoys spending time in the outdoors, playing hockey, and running, having completed many races including 11 marathons.
Director of Wealth Management & Portfolio Manager
Scott serves as the Director of Wealth Management and as a Portfolio Manager where he oversees the Wealth Management team and works with high-net-worth individuals and families to create customized strategies based on their holistic wealth needs. Additionally, he is a member of the Stonebridge Investment Review Committee and the Research Committee.
Scott is a member of the Twin Cities Bond Club and a past participant in Leadership Minnesota as well as several local charities. He is also a volunteer coach for his children’s sports teams. When he’s not in the office or volunteering, Scott enjoys spending his time travelling and being with his family at the lake. He also takes part in outdoor activities including biking and camping.
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.
Brad Stone, CFA
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.
Royce Nies, CFP
Royce is a Portfolio Manager and serves on the Equity, Sales and Marketing Teams. He helps develop and implement the strategy supporting Stonebridge’s growth across all facets of the business. Royce brings inexplicable value to the firm where his dedication to developing quality partnerships with clients and advisors across the Midwest has roots dating back to 1975.
Royce received his Certified Financial Planner (CFP
®) accreditation from the College for Financial Planning in Denver, CO and continues to be an active member of the Financial Planners Association of Minnesota.
Royce has a deep desire to do community work and has taken part in many opportunities to serve his church as well as being actively involved in the community. His community involvement over the course of his career includes serving as a Treasurer with the Sartell Music Association, the Central MN Bass Masters and the Munsinger Clemens Botanical Society. He was also a President for the Central MN Council Boy Scouts of America and a Director at Large for Muskies, Inc. Additionally he sat on the Board of Directors at the SCSU Alumni Board and was the President for both the SCSU Huskies Boosters; and Sertoma.
When he’s not in the office or volunteering in the local community, Royce enjoys playing his saxophone, fishing and working in his gardens.
Director of Research & Portfolio Manager
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
Director of Analytics, Portfolio Manager
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.
Assistant Portfolio Manager
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.
Dan Laufenberg, Ph.D.
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 overs 50 years of economic expertise and has held several long-term positions with prominent organizations. Academia has continually been a focal point for Dan who holds a Doctorate in Economics with a minor in Statistics. He is also an accomplished scholar, adjunct associate professor and visiting associate professor at several distinguished universities.
With nearly four decades of research experience, Dr. Laufenberg is also a successful publisher, writer and speaker, who has written countless working papers and briefing documents for the Federal Reserve, multiple weekly and monthly economic commentaries at Ameriprise Financial, and co-authored a white paper on the insurance industry. Dan has also been the keynote economic speaker at multiple conferences and participated on numerous panels.
Senior Equity Trader
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.
Derrick is a Regional 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 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
Director of Client Relations
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.
Client Relations Specialist
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.
Client Relations Specialist
Rachel is a Client Relations Specialist where she assists with the day-to-day work of the Client Relations and Operations teams. She also facilitates workflow of Stonebridge’s daily operational needs.
Rachel spends her time outside of the office trying new restaurants, playing intramural soccer and traveling new places.
Client Relations Administrator
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 MATTER. 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.
Compliance & Performance
Performance & Compliance Manager
Cathi serves as the firm’s Performance & Compliance Manager and is a member of the Compliance Committee. She is responsible for annual compliance reviews, performance generation and verification. She also works with the team to update compliance requirements for the firm and is essential in the GIPS compliance process.
Cathi actively volunteers with her co-workers and the Stonebridge community partners. When she is not volunteering or at her family cabin, she likes to downhill ski in the winter, and garden, bike and camp in the warmer weather.
Chief Administrative Officer, Director of Advisory Relationships
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.
Marketing & Nonprofit Relations
Director of Marketing & Relationship Manager
Patrick is Director of Marketing where he develops and implements the overall marketing strategies for the firm. He is also a lead member of the Nonprofit Management Team where he develops and maintains relationships with the firm’s nonprofit clients.
Patrick is a member of the St. Paul Chamber of Commerce and the Financial Planning Association of Minnesota. He is actively involved with several local charities including sitting on the board of The Good Gamer Org and acting as a committee member for Nexus Family Healing and Goodwill Easter Seals MN. Outside of the office Patrick enjoys spending time traveling with his wife and daughter. He also likes to take part in several outdoor activities including mountain biking and hiking as well as both playing and refereeing soccer.