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About
Brent Mellum, CFA, is a Portfolio Manager at Stonebridge Capital Advisors LLC in Minneapolis, MN, where he leverages over 30 years of investment experience to construct and manage customized portfolios for both individual and institutional clients. In his role, he works closely with clients to define their investment objectives and manages all aspects of portfolio management, including security selection, asset allocation, and ongoing monitoring. Mellum is recognized for his disciplined approach to portfolio construction and his commitment to delivering tailored investment solutions.
Throughout his career, Brent Mellum has focused primarily on core fixed income and equity strategies, managing portfolios across a range of asset classes, including taxable and tax-exempt fixed income and large-cap equities. His expertise includes security analysis, risk management, and strategy design for high-net-worth individuals, families, and institutional investors. Prior to joining Stonebridge, Mellum served as Principal at Twele Capital Management and held senior leadership roles, such as Senior Vice President at Nuveen Investments, further developing his experience in portfolio management and investment advisory services.
Mellum holds an MBA in Finance from the University of Texas at Dallas, a Bachelor of Science in Business Administration, and is a CFA® charterholder. He is an active member of the CFA Society of Minnesota and CFA Institute, demonstrating his commitment to industry best practices and professional excellence. Known for his collaborative client partnerships, he has built a reputation for integrity and effective investment guidance throughout his career.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Stonebridge Capital Advisors | Portfolio Manager | Feb 2022 to Present | — |
| Twele Capital Management | Principal | Dec 2014 to Jan 2022 | — |
| Nuveen Investments | Senior Vice President | Jan 2010 to Jan 2012 | Portfolio Manager |
Education
University of Texas at Dallas
Master of Business Administration (M.B.A.), Finance
1991 — 1993
Skills & Expertise
Others at Stonebridge Capital Advisors LLC (10)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager and Principal | Saint Paul, MN , United States | |
| Portfolio Manager | St. Cloud, MN , United States | |
S Steven Roorda | Portfolio Manager and Senior Research Analyst | Medina, MN , United States |
| Portfolio Manager | Director of Analytics | Minneapolis, MN , United States | |
| Portfolio Manager | Saint Paul, MN , United States | |
L Lynn Stonebridge | Portfolio Manager | Town of Brookhaven, NY , United States |
| Portfolio Manager | Minneapolis, MN , United States | |
R Ray Hirsch | Portfolio Manager | Scottsdale, AZ , United States |
| Executive Vice President and Portfolio Manager | Saint Paul, MN , United States | |
R Ryan Medhaug | Research Analyst | Minneapolis, MN , United States |
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