John Schonberg

John Schonberg is Chief Investment Officer and Portfolio Manager at Stonebridge Capital Advisors LLC in Saint Paul, MN, responsible for overseeing investment activities and directing portfolio management for clients. He leads strategy development and manages client and proprietary funds, including the Covered Bridge Fund, which utilizes rules-based risk management and option overlay techniques. Schonberg primarily focuses on U.S. equities—especially large-cap growth—and employs advanced options strategies, including risk-managed equity and covered call funds. He has notable expertise in technology sector investing, having created and launched the Columbia Premium Technology Fund during his tenure at Columbia Management, and continues to be recognized for developing innovation in equity fund structures.

Over his nearly four-decade career, John has held senior roles including Senior Portfolio Manager at Piper Capital Management and Head of Equities at Columbia Management, where he oversaw the launch of a patented risk management solution applied to mutual fund design. Prior to joining Stonebridge, he managed multi-billion dollar equity portfolios and hedge funds at American Express. His broad sector experience spans technology, growth equities, and options-driven and risk-managed strategies.

He earned a Bachelor of Science in Finance from the University of Nebraska-Lincoln and holds the Chartered Financial Analyst (CFA) designation. His industry contributions include patenting a rules-based overlay methodology and serving as treasurer for nonprofit foundations. John is active in the CFA Society of Minnesota and regularly advises on fund governance and investment strategy innovation.