Stonebridge Advisors LLC

Q: What are Stonebridge Advisors LLC's specialities?

Tax-advantagedtaxable preferreds & hybrid securities,sub-advisor to '40 act funds specializing in preferred securities,and separately managed accounts

Q: What is Stonebridge Advisors LLC's company size?

Stonebridge advisors llc has 11 - 50 people working.

Financial Services

Specialities :

Tax-advantaged/taxable preferreds & hybrid securities

Sub-advisor to '40 act funds specializing in preferred securities

And separately managed accounts

Revenue

11M - 100M

Total Funding

Size

11 - 50

About Us

Stonebridge Advisors LLC is a registered investment adviser based in Wilton, CT. Stonebridge specializes in the management of Preferred and Hybrid Securities. Stonebridge is an investment firm that strives to meet a standard of excellence for consistent performance and responsive service. Our conservative investment style is fundamental to our success. Our standard of excellence continues to enhance the reputation Stonebridge has built in the money management industry

Contact Information

Wilton , Connecticut , United States

mkavolius@stonebridgeft.com

stonebridgeft.com

Stonebridge Advisors LLC Org Chart

Employees

Total Employees:
14

Top Contacts:
1

C-Level 0	VP - Level-
Director-	Manager1
Others13

Employees Working At Stonebridge Advisors LLC

Rob McCrory

Executive Director

Frank Fischer

Principal

Angelo Graci

Executive Vice President Portfolio Manager Head of Credit Research

MarieBelle Mikue

Senior Analyst Trader

Lawrence Roach

Sr Operations Specialist

Stonebridge Advisors LLC Email Formats

Structure	Email Format
<f><last>@	Smith@zauca.com

Buyer Intent

Pain Points	Locations	Technologies
Application Development	Wilton Center, CT	operations, communication
Digital Transformation	Wilton Center, CT	operations, communication
IT	Wilton Center, CT	operations, communication
Reconciliation	Wilton Center, CT	operations, communication

Trigger

Tech Stack Used By Stonebridge Advisors LLC

A quick view of products employed by Stonebridge Advisors LLC

Firebase

Google optimize 360

Informatica

Marketo

Excel

List of technologies used by Stonebridge Advisors LLC

Communication

Operations

Jobs at Stonebridge Advisors LLC

Hiring 2024-11-01 13:35:02

Investment Operations Specialist

Wilton Center, CT

Rapidly-growing niche asset management firm in Wilton, CT seeks energetic, highly motivated indiv...

Frequently Asked Questions About Stonebridge Advisors LLC

What does Stonebridge advisors llc do?+

What are Stonebridge advisors llc's specialties? +

Tax-advantaged/taxable preferreds & hybrid securities,sub-advisor to '40 act funds specializing in preferred securities,and separately managed accounts