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Jonathan Lynn

Jonathan Lynn

Portfolio Manager at Stonebridge Capital Advisors LLC

Saint Paul, MN , United States

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

OrganizationRoleDate RangeDetails
Stonebridge Capital AdvisorsPortfolio ManagerNov 2011 to Present
Stonebridge Capital AdvisorsFixed Income AnalystJul 2006 to Nov 2011
Dougherty & Company LLCRegistered Sales AssistantDec 2000 to Jul 2006
American Express Financial AdvisorsEquity Trading AssociateOct 1999 to Dec 2000

Education

University of North Dakota

Bachelor of Business Administration (BBA), Information Management

1995 1999

Skills & Expertise

Municipal Bonds
Investment Management
Credit Analysis
Fixed Income
Portfolio Management
Asset Management
Investments
Bonds
Series 7
Securities
Capital Markets
Bloomberg
Mutual Funds
Equities
Financial Analysis
Business Analysis
Analysis
Leadership

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
Brent Mellum
Brent Mellum
Portfolio ManagerMinneapolis, MN , United States
Gauri Jadhav
Gauri Jadhav
Portfolio Manager | Director of AnalyticsMinneapolis, 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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