John Kurt Schonberg
Directeur en chef des Investissements chez Stonebridge Capital Advisors LLC
Profil
Mr. John K.
Schonberg, CFA, is a Chief Investment Officer & Portfolio Manager at Stonebridge Capital Advisors LLC.
He oversees the investment activities of the firm and directs the portfolio management teams and committees.
He is one of the Portfolio Managers in charge of institutions and high net worth individuals and is lead portfolio manager of the covered call strategy.
He has been in investment industry since 1988.
Mr. Schonberg was previously employed as a Senior Portfolio Manager by Columbia Management Investment Advisers LLC, by Ameriprise, a Portfolio Manager by RiverSource Investments LLC, and a Portfolio Manager & Analyst by Piper Capital Management.
He received his BA in Finance degree from the University of Nebraska.
Postes actifs de John Kurt Schonberg
| Sociétés | Poste | Début |
|---|---|---|
Stonebridge Capital Advisors LLC
 Stonebridge Capital Advisors LLC Investment ManagersFinance Stonebridge Capital Advisors LLC (Stonebridge) is an independent, SEC-registered investment advisor headquartered in St. Paul, Minnesota. The firm was founded in 1997 by Robert Kincade, Dennis Hippen and Heidi Hukriede. Stonebridge provides advisory services to high net-worth individuals, families, trusts, estates, endowments, foundations, retirement plans, insurance companies, non-profit organizations, corporations and third-party asset management and advisory solutions. | Directeur en chef des Investissements | 01/01/2013 |
Anciens postes connus de John Kurt Schonberg
| Sociétés | Poste | Fin |
|---|---|---|
Columbia Management Investment Advisers LLC
 Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Gestionnaire de Portefeuille-Actions | 01/04/2012 |
RiverSource Investments LLC
 RiverSource Investments LLC Investment ManagersFinance RiverSource Investments LLC, formerly American Express Financial Corp., is a registered investment advisor and mutual fund manager headquartered in Minneapolis, Minnesota with offices in New York City, Maryland, Massachusetts and California. The firm is a wholly-owned subsidiary of Ameriprise Financial Services, Inc. (NYSE: AMP). RiverSource Investments provides investment management services to the RiverSource Investments family of funds (formerly the American Express Funds). The firm also provides investment management services for institutional clients, alternative investments, insurance assets and a managed account program. | Gestionnaire de Portefeuille-Actions | 30/04/2010 |
Piper Sandler & Co.
 Piper Sandler & Co. Investment Banks/BrokersFinance Piper Sandler & Co. operates as an investment company, which engages in the provision of securities brokerage and investment banking services. The company is headquartered in Minneapolis, MN. | Corporate Officer/Principal | 28/02/1997 |
Formation de John Kurt Schonberg
| University of Nebraska | Undergraduate Degree |
Expériences
Fonctions occupées
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 4 |
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RiverSource Investments LLC
RiverSource Investments LLC Investment ManagersFinance RiverSource Investments LLC, formerly American Express Financial Corp., is a registered investment advisor and mutual fund manager headquartered in Minneapolis, Minnesota with offices in New York City, Maryland, Massachusetts and California. The firm is a wholly-owned subsidiary of Ameriprise Financial Services, Inc. (NYSE: AMP). RiverSource Investments provides investment management services to the RiverSource Investments family of funds (formerly the American Express Funds). The firm also provides investment management services for institutional clients, alternative investments, insurance assets and a managed account program. | Finance |
Columbia Management Investment Advisers LLC
Columbia Management Investment Advisers LLC Investment ManagersFinance Columbia Management Investment Advisers LLC (CMIA) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm is a wholly-owned subsidiary of Ameriprise Financial, Inc. (NYSE: AMP). The firm was formed in 2010 due to Ameriprise Financial Services' (AFS) acquisition of the long-term asset management business of Columbia Management Group (CMG) from Bank of America. AFS merged CMG's long-term asset management business with their subsidiary, RiverSource Investments LLC, under the name Columbia Management Investment Advisors. CMIA offers equity and fixed-income retail and institutional investment products for various types of clients. | Finance |
Stonebridge Capital Advisors LLC
Stonebridge Capital Advisors LLC Investment ManagersFinance Stonebridge Capital Advisors LLC (Stonebridge) is an independent, SEC-registered investment advisor headquartered in St. Paul, Minnesota. The firm was founded in 1997 by Robert Kincade, Dennis Hippen and Heidi Hukriede. Stonebridge provides advisory services to high net-worth individuals, families, trusts, estates, endowments, foundations, retirement plans, insurance companies, non-profit organizations, corporations and third-party asset management and advisory solutions. | Finance |
Piper Sandler & Co.
Piper Sandler & Co. Investment Banks/BrokersFinance Piper Sandler & Co. operates as an investment company, which engages in the provision of securities brokerage and investment banking services. The company is headquartered in Minneapolis, MN. | Finance |
