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Brent Mellum

Brent Mellum

Portfolio Manager at Stonebridge Capital Advisors LLC

Minneapolis, MN , United States

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

OrganizationRoleDate RangeDetails
Stonebridge Capital AdvisorsPortfolio ManagerFeb 2022 to Present
Twele Capital ManagementPrincipalDec 2014 to Jan 2022
Nuveen InvestmentsSenior Vice PresidentJan 2010 to Jan 2012
Portfolio Manager

Education

University of Texas at Dallas

Master of Business Administration (M.B.A.), Finance

1991 1993

Skills & Expertise

Portfolio Management
Project Management
Management
Business Development
Investments
Program Management
Fixed Income
Customer Service
Equities
Public Speaking
Asset Management
Mutual Funds

Others at Stonebridge Capital Advisors LLC (10)

NameRoleLocation
John Schonberg
John Schonberg
Portfolio Manager and PrincipalSaint Paul, MN , United States
Royce Nies
Royce Nies
Portfolio ManagerSt. Cloud, MN , United States
S
Steven Roorda
Portfolio Manager and Senior Research AnalystMedina, MN , United States
Gauri Jadhav
Gauri Jadhav
Portfolio Manager | Director of AnalyticsMinneapolis, MN , United States
Jonathan Lynn
Jonathan Lynn
Portfolio ManagerSaint Paul, MN , United States
L
Lynn Stonebridge
Portfolio ManagerTown of Brookhaven, NY , United States
Michael Dashner
Michael Dashner
Portfolio ManagerMinneapolis, MN , United States
R
Ray Hirsch
Portfolio ManagerScottsdale, AZ , United States
Ronald Hume
Ronald Hume
Executive Vice President and Portfolio ManagerSaint Paul, MN , United States
R
Ryan Medhaug
Research AnalystMinneapolis, MN , United States

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