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About
Jonathan Lynn is Portfolio Manager and Director of Fixed Income at Stonebridge Capital Advisors LLC in Saint Paul, MN. In his current role, he leads the firm’s taxable and tax-exempt fixed-income team, overseeing credit analysis, trading, and fixed-income portfolio management for individual and institutional clients. His investment focus includes investment-grade municipal bonds and other fixed-income securities, with responsibilities spanning client solutions, customized strategies, and review of portfolio risks and opportunities in related asset classes.
Jonathan brings nearly 25 years of financial industry experience, beginning his career as a Registered Sales Assistant at Dougherty & Company LLC, where he supported institutional sales for fixed-income securities (2000–2006). He then served as Fixed Income Analyst at Stonebridge Capital Advisors from 2006–2011, before advancing to Portfolio Manager in 2011. His expertise lies especially in credit analysis, fixed-income trading, and portfolio construction for tax-sensitive accounts.
Jonathan holds a Bachelor of Business Administration (BBA) in Information Management from the University of North Dakota, awarded in 1999. He is an active member of the National Federation of Municipal Analysts and has contributed to local industry organizations. Jonathan’s leadership and focus in municipal and taxable fixed-income sectors have established him as a key figure in delivering customized investment solutions at Stonebridge Capital Advisors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Stonebridge Capital Advisors | Portfolio Manager | Nov 2011 to Present | — |
| Stonebridge Capital Advisors | Fixed Income Analyst | Jul 2006 to Nov 2011 | — |
| Dougherty & Company LLC | Registered Sales Assistant | Dec 2000 to Jul 2006 | — |
| American Express Financial Advisors | Equity Trading Associate | Oct 1999 to Dec 2000 | — |
Education
University of North Dakota
Bachelor of Business Administration (BBA), Information Management
1995 — 1999
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 | Minneapolis, MN , United States | |
| Portfolio Manager | Director of Analytics | Minneapolis, 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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