Stonebridge utilizes a team approach to portfolio management. The investment team has an average of over 20 years of investment experience that dates back to 1984. Together, the team strategically reviews securities for consideration in client portfolio holdings. The team constantly evaluates ever-changing market conditions and has in-depth discussions about adjustments to investment strategies, implementing changes when warranted. Stonebridge's team approach to investment management assures that all areas affecting portfolio performance are skillfully addressed and coordinated in order to obtain the best possible performance.
Scott Fleming
Founder, President, Chief Executive Officer
As Founder, President and CEO, Scott Fleming sets the strategic direction of Stonebridge including operations, business and product development, and marketing strategies. Mr. Fleming oversees the Investment Committee, as well as investment policies and strategies for all of the company’s portfolio management activities.
Prior to founding Stonebridge in 2004, Mr. Fleming co-founded Spectrum Asset Management, Inc., an investment advisor that specializes in preferred securities asset management for institutional clients and mutual funds. During his 13-year tenure there, he served as Chairman of the Board of Directors, Chief Financial Officer and Chief Investment Officer. Under his leadership, Spectrum grew to be the largest preferred securities manager in the country. Mr. Fleming previously served as Vice President, Portfolio Manager for DBL Preferred Management, Inc. in New York City. Mr. Fleming received a B.S. in Accounting from Bentley University in Waltham, MA and his MBA in Finance from Babson College in Wellesley, MA.
Robert Wolf
Executive Vice President, Chief Investment Officer
Robert Wolf is Executive Vice President and Chief Investment Officer of Stonebridge Advisors. Mr. Wolf is a senior leader of the investment committee and oversees investment policies and strategies for portfolio management activities across all fund products and separately managed accounts. In addition, Mr. Wolf directs the daily management of preferred securities portfolios and trading functions. Mr. Wolf has 24 years of fixed-income experience in both portfolio management and credit research.
Prior to joining Stonebridge in 2006, Mr. Wolf was a high-yield fixed-income research analyst at Lehman Brothers. In this role, his responsibilities included detailed credit analysis across multiple sectors, relative value analysis, and developing trade recommendations. Mr. Wolf previously worked for Lehman Brothers’ commercial mortgage-backed securities (CMBS) trading desk as a credit analyst. Mr. Wolf received his B.S. degree in Chemistry from Villanova University and his MBA in Finance from the New York University Stern School of Business.
Eric Weaver
Executive Vice President, Chief Strategist
Eric Weaver is Executive Vice President, Chief Strategist and Portfolio Manager of Stonebridge Advisors. Mr. Weaver is a senior member of Stonebridge Advisors’ Investment Committee and oversees the investment strategy across all fund products and separately managed accounts. In addition, Mr. Weaver leads the development of proprietary portfolio management, security selection, trading, and operational tools. Mr. Weaver has 16 years of investment management experience in portfolio management, trading, risks analysis, and research.
Prior to joining Stonebridge in 2013, Mr. Weaver worked at a private proprietary trading firm as a senior derivatives trader, with OTC and electronic trading experience on the NASDAQ OMX PHLX and CBOE options exchanges. In this role, Mr. Weaver focused on trading, portfolio and risk management, and pricing complex derivatives in a large and diverse portfolio of equities, options, and futures. Mr. Weaver received a B.A. degree in Economics and Mathematics and a MS degree in Economics from Lehigh University in Bethlehem, PA.
Angelo Graci, CFA
Executive Vice President, Head of Credit Research
Angelo Graci is Executive Vice President, Head of Credit Research, and Portfolio Manager of Stonebridge Advisors. Mr. Graci is a senior member of the Investment Committee and manages a team of analysts that oversees all of Stonebridge’s portfolio investments. His extensive knowledge of global banking, insurance, non-bank finance and REITs brings an impressive level of analytical depth to the Stonebridge research team. Mr. Graci has 28 years of credit and equity research experience with a focus on financials.
Prior to joining Stonebridge in 2018, Mr. Graci was a global financials credit strategist at Stifel Financial, with a particular focus on hybrid/preferred strategy. Before Stifel, he was a senior analyst at Caxton Associates, responsible for financial sector credit and equity analysis and portfolio management. Prior roles included global financials and hybrid strategy at Citadel Securities and credit analysis and trading at Merrill Lynch. Mr. Graci received a B.S. in Finance from SUNY Albany and an MBA in Finance from the New York University Stern School of Business. He holds the CFA® designation awarded by CFA Institute.
Connor Fleming, CFA, CIPM
Vice President, Senior Analyst
Connor Fleming is Vice President and a Senior Analyst on the research team at Stonebridge Advisors. Mr. Fleming primarily covers domestic banks and REITs, and has also covered Energy and TMT for the firm in the past. In addition to credit, Mr. Fleming supports the portfolio management process through analysis on the impact of regulatory and legal changes, and relative value. Mr. Fleming has 12 years of research, trading, investment and compliance experience.
Prior to working as an Analyst, Mr. Fleming was a trader for Stonebridge SMA accounts at the firm. Before joining Stonebridge in 2014, Mr. Fleming was a Financial Data Analyst at Financial Tracking Technologies LLC, a company that provides compliance oversight solutions to the financial services industry. Mr. Fleming received his B.S. in Accounting from Fairfield University in 2012, and holds the CFA® and CIPM® designations, both awarded by CFA Institute.
Scott Hubbell, CFA
Vice President, Senior Analyst
Scott Hubbell is Vice President and a Senior Analyst on the research team at Stonebridge Advisors. Mr. Hubbell covers the Energy, Utility, TMT, and Transport/Materials sectors. In addition to credit, Mr. Hubbell supports the portfolio management process through analysis of commodity markets. Mr. Hubbell has 15 years of research, trading, and investment experience.
Prior to joining Stonebridge in 2020, Mr. Hubbell was an Energy and Utility credit research analyst and Commercial Paper trader at Unum Group for almost six years. Before Unum, he was a generalist research analyst at Arrowpoint Capital, with primary responsibilities for coverage of the Energy and Bank industries. Mr. Hubbell received a B.S. in Finance from Virginia Tech. He holds the CFA® designation awarded by CFA Institute.
Jeffrey Bernstein, CPA
Vice President, Senior Analyst
Jeffrey Bernstein is a Senior Analyst on the research team at Stonebridge Advisors. Mr. Bernstein covers the Insurance, Asset Management, and Broker-Dealer sectors. Mr. Bernstein has 35 years of credit research experience with a focus on financials.
Prior to joining Stonebridge in 2022, Mr. Bernstein was a financial sector senior credit analyst at Insight Investment for 14 years. Before Insight, Mr. Bernstein had a similar role at Schroder Investment Management for five years. Prior to Schroder, Mr. Bernstein was at Credit Suisse for five years where he was a VP/credit analyst for the portfolio management group that managed the firm’s loan portfolio. Prior roles included PWC, where he obtained his CPA and worked on consultative and assurance engagements in the financial services arena. He began his career as a commercial lending officer for a regional bank. Mr. Bernstein received a B.S. in Economics from SUNY Albany and an MBA in Finance from the New York University Stern School of Business.
Jeff Vinca
Vice President, Senior Trader
Jeff Vinca joined Stonebridge Advisors in 2015 and is responsible for trading for all SMA and UMA clients, as well as managing investment of new accounts and rebalancing fund flows for all SMA portfolios. Mr. Vinca has over 20 years of experience on the buy-side, including both trading and operations.
Prior to joining Stonebridge in 2015, Mr. Vinca worked as a Trader at Newgate Capital where he was responsible for trade execution and asset allocation for the firm’s institutional, retail, wrap fee and UMA accounts in strategies that included Emerging Markets, Total Return Income, Global Resources and Municipal Closed End Funds. Before Newgate, Mr. Vinca worked as a Trade Operations Analyst for Empire Capital, a long/short hedge fund, where he managed all pre- and post-trade activity, as well as various projects for management and research. Prior to Empire, Mr. Vinca worked as a trade support/static data specialist for Legg Mason. Mr. Vinca received a B.S in Finance from Northeastern University in Boston, MA.
Marie-Belle Mikue
Senior Analyst & Trader
Marie-Belle Mikue serves as a Senior Analyst and Trader at Stonebridge. Ms. Mikue is responsible for portfolio and strategy analytics, including monitoring portfolio exposure/compliance, as well as risk management functions. In addition, she is responsible for SMA trading and UMA model oversight, managing investments of new accounts, and ensuring investment objectives are reflected across all strategies. Ms. Mikue has 10 years of operational, trading and investment experience.
Prior to Stonebridge, Ms. Mikue was a Data Quality Control Analyst at Private Client Resources, LLC. Ms. Mikue received a B.S. in Business Economics and also in Finance from Jack Welch College of Business, Sacred Heart University in 2013
Celeste Guerrero
SMA Trader
Celeste Guerrero joined Stonebridge Advisors in 2022 and is responsible for trading for all SMA clients and model oversight for all UMA clients, as well as managing investment of new accounts for all SMA portfolios. Ms. Guerrero has over 18 years of experience on the buy-side, including trading, operations, and compliance.
Prior to joining Stonebridge, Ms. Guerrero worked as a Trader and Operations Associate at Spruce Investment Advisors where she was responsible for daily operations, trade execution and asset allocation for the firm’s institutional, fund, and SMA accounts in various strategies that included Emerging Markets, High Yield, and Absolute Return. Before Spruce, Ms. Guerrero worked as an Operations Specialist and Research Associate for AH Lisanti Capital Growth, a small-cap open-end fund, where she managed the daily operations of the fund and SMAs and was responsible for gathering research for the retail sector. In 2004, Ms. Guerrero received a B.S. in Finance from the University of Connecticut.