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Brent Douglas Mellum
Portefeuillebeheerder-Aandelen bij
Stonebridge Capital Advisors LLC
Profiel
Mr. Brent D.
Mellum, CFA MBA, is a Portfolio Manager at Stonebridge Capital Advisors LLC.
He joined Stonebridge with over 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.
Mr. Mellum was previously employed as a Principal & Portfolio Manager by Twele Capital Management, Inc., a Senior Portfolio Manager by Nuveen Asset Management LLC, and a Senior Portfolio Manager by US Bancorp Asset Management, Inc.
He earned his Bachelor of Science degree in Business Administration and his MBA at the Univerisity of Texas at Dallas.
He is a CFA ® charterholder and is an active member of CFA Society of Minnesota and CFA Institute.
Actieve functies van Brent Douglas Mellum
| Bedrijven | Functie | Begin |
|---|---|---|
Stonebridge Capital Advisors LLC
 Stonebridge Capital Advisors LLC Investment ManagersFinance Stonebridge offers tailored investment strategies that are designed to meet the specific needs and personalized restrictions of each client. They focus on top-down, bottom-up fundamental analysis to uncover optimal equity securities that align with an individual client’s investment policy. Portfolios are primarily built through individual stocks with a focus on domestic, large-cap companies. The firm maintains a conservative risk profile via a bottom-up security selection process. Fixed income portfolios are constructed through individual bonds with investment-grade ratings that are well-diversified across issuers and sectors. | Portefeuillebeheerder-Aandelen | 01-02-2022 |
Eerdere bekende functies van Brent Douglas Mellum
| Bedrijven | Functie | Einde |
|---|---|---|
Twele Capital Management, Inc.
 Twele Capital Management, Inc. Investment ManagersFinance Twele Capital primarily uses index ETFs across client portfolios. | Portefeuillebeheerder-Aandelen | 01-01-2022 |
Nuveen Asset Management LLC
 Nuveen Asset Management LLC Investment ManagersFinance NAM provides its services across a broad array of fixed income, equity and other investment strategies, including in the broad categories of municipal bonds, taxable fixed income, global and international, value, growth and core, public real assets, asset allocation, quantitative/enhanced, alternative and customized strategies. Depending on the strategy, the firm invests in a variety of securities and other investments, including in certain cases derivatives, and employs various methods of analysis and investment techniques. | Portefeuillebeheerder-Aandelen | 01-01-2012 |
US Bancorp Asset Management, Inc.
 US Bancorp Asset Management, Inc. Investment ManagersFinance USBAM’s investment process strives to preserve principal, maintain liquidity, manage risk to client parameters, and produce returns commensurate with client goals. The firm primarily utilizes fundamental analysis in managing client assets. They focus on taxable and tax-exempt high-quality fixed income securities with investment objectives of safety, liquidity, diversification and yield. | Portefeuillebeheerder-Aandelen | 31-12-2010 |
Opleiding van Brent Douglas Mellum
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
85
Eerstegraads connecties
5
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 5 |
|---|---|
US Bancorp Asset Management, Inc.
US Bancorp Asset Management, Inc. Investment ManagersFinance USBAM’s investment process strives to preserve principal, maintain liquidity, manage risk to client parameters, and produce returns commensurate with client goals. The firm primarily utilizes fundamental analysis in managing client assets. They focus on taxable and tax-exempt high-quality fixed income securities with investment objectives of safety, liquidity, diversification and yield. | Finance |
Twele Capital Management, Inc.
Twele Capital Management, Inc. Investment ManagersFinance Twele Capital primarily uses index ETFs across client portfolios. | Finance |
Stonebridge Capital Advisors LLC
Stonebridge Capital Advisors LLC Investment ManagersFinance Stonebridge offers tailored investment strategies that are designed to meet the specific needs and personalized restrictions of each client. They focus on top-down, bottom-up fundamental analysis to uncover optimal equity securities that align with an individual client’s investment policy. Portfolios are primarily built through individual stocks with a focus on domestic, large-cap companies. The firm maintains a conservative risk profile via a bottom-up security selection process. Fixed income portfolios are constructed through individual bonds with investment-grade ratings that are well-diversified across issuers and sectors. | Finance |
The University of Texas at Austin
 The University of Texas at Austin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Nuveen Asset Management LLC
Nuveen Asset Management LLC Investment ManagersFinance NAM provides its services across a broad array of fixed income, equity and other investment strategies, including in the broad categories of municipal bonds, taxable fixed income, global and international, value, growth and core, public real assets, asset allocation, quantitative/enhanced, alternative and customized strategies. Depending on the strategy, the firm invests in a variety of securities and other investments, including in certain cases derivatives, and employs various methods of analysis and investment techniques. | Finance |
