Heidi Hukriede
Oprichter bij Stonebridge Capital Advisors LLC
Profiel
Ms. Heidi L.
Hukriede, CFA, is a Chief Operating Officer & Portfolio Manager at Stonebridge Capital Advisors LLC and a Member at National Federation of Municipal Analysts.
She 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.
She is responsible for managing investment portfolios for institutions and high net-worth individuals.
She is also a portfolio management team leader, serving as a member of the Stonebridge Investment Review Committee and Compliance Committee.
Ms. Hukriede was previously employed as a Principal by Wells Fargo Bank Montana, NA.
She received her undergraduate degree from St. Olaf College.
Actieve functies van Heidi Hukriede
| Bedrijven | Functie | Begin |
|---|---|---|
National Federation of Municipal Analysts
 National Federation of Municipal Analysts Miscellaneous Commercial ServicesCommercial Services The National Federation of Municipal Analysts is an organization that aims to promote professionalism in municipal credit analysis. The non-profit company is based in Pittsburgh, PA. | Corporate Officer/Principal | - |
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. | Oprichter | 01-01-1997 |
Eerdere bekende functies van Heidi Hukriede
| Bedrijven | Functie | Einde |
|---|---|---|
Wells Fargo Bank Montana, NA
 Wells Fargo Bank Montana, NA Major BanksFinance Headquartered in Billings, Montana, Wells Fargo Bank Montana NA is a subsidiary of Wells Fargo & Co. (NYSE: WFC), a diversified financial services company that provides a range of banking, insurance, investment, mortgage and consumer finance services | Corporate Officer/Principal | - |
Opleiding van Heidi Hukriede
| St. Olaf College | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
Wells Fargo Bank Montana, NA
Wells Fargo Bank Montana, NA Major BanksFinance Headquartered in Billings, Montana, Wells Fargo Bank Montana NA is a subsidiary of Wells Fargo & Co. (NYSE: WFC), a diversified financial services company that provides a range of banking, insurance, investment, mortgage and consumer finance services | Finance |
National Federation of Municipal Analysts
National Federation of Municipal Analysts Miscellaneous Commercial ServicesCommercial Services The National Federation of Municipal Analysts is an organization that aims to promote professionalism in municipal credit analysis. The non-profit company is based in Pittsburgh, PA. | Commercial Services |
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 |
