Sign in

You're signed outSign in or to get full access.

SR

Steven Roorda

Portfolio Manager and Senior Research Analyst at Stonebridge Capital Advisors LLC

Medina, MN , United States

About

Steven Roorda serves as Director of Research and Portfolio Manager at Stonebridge Capital Advisors LLC in Medina, MN. In this capacity, he is a lead member of the Investment Review and Research Committees, where he oversees equity research and portfolio management, working directly with clients to develop customized investment solutions tailored to their objectives.

Mr. Roorda specializes in equity analysis across all sectors of the S&P 500, with a particular focus on the consumer discretionary sector. His expertise includes developing and managing large capitalization growth, growth and income, and dividend income equity strategies, targeting companies with sustainable revenue and net income growth within their respective industries.

With over four decades of investment industry experience, Steven Roorda began his career as a Special Situation Analyst at Stifel Financial and subsequently held senior roles at First Kentucky Company, Omega Advisors, T. Rowe Price, and Ameriprise Financial Services—where he contributed to global consumer discretionary and emerging markets research. He holds a Bachelor’s degree in Business Administration from the University of Kentucky and has been recognized with six Lipper Awards for distinguished portfolio performance over multi-year periods.

Career History

OrganizationRoleDate RangeDetails
Stonebridge Capital AdvisorsPortfolio Manager and Senior Research AnalystMay 2017 to Present
Ameriprise Financial Services, Columbia Threadneedle InvestmentsSenior AnalystMar 1999 to Mar 2016
Support the Columbia Dividend Opportunity Fund, Columbia Global Equity Value Fund, Columbia Midcap Value Fund, and Columbia Global Dividend Opportunity Fund as a member of the Value and Income Team Re...
T Rowe PriceEquity Research AnalystJan 1995 to Jan 1999
Responsible for retail and restaurant sectors Supported fund managers with buy and sell recommendations Research private companies for mezzanine finance investments
Omega AdvisorsEquity AnalystJan 1994 to Jan 1995
Responsible for long and short ideas across the consumer space Focus areas included retail, restaurant, and tobacco
Banc One Investment AdvisorsDirector of Research and Consumer AnalystJan 1986 to Jan 1994
Director of Research and Consumer Analyst
First Kentucky CompanyInvestment AdvisorJan 1983 to Jan 1986
Investment Advisor
Stifel FinancialSpecial Situation AnalystJan 1981 to Jan 1983
Special Situation Analyst

Education

University of Kentucky

Bachelor of Business Administration

Skills & Expertise

Project Management
Asset Management
Hedge Funds
Equity Research
Valuation
Financial Modeling
Equities
Sales
Investments
Mutual Funds
Alternative Investments
Financial Analysis
Capital Markets

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
Brent Mellum
Brent Mellum
Portfolio ManagerMinneapolis, 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

Similar Fund Managers

NameRoleFundLocation
L
Laura Cahill
Senior Investment OfficerCahill Financial Advisors Inc.Chicago, IL , United States
J
Joe Grundfeldt
Senior Equity TraderNext Century Growth Investors LLCMinneapolis, MN , United States
K
Kaj Doerring
Portfolio Manager, PartnerNext Century Growth Investors LLCChanhassen, MN , United States
Alyssa Blair Wilke
Alyssa Blair Wilke
Portfolio ManagerCompass Capital Management, Inc.Saint Paul, MN , United States
Christopher Kelley
Christopher Kelley
CEO and Senior Portfolio ManagerCompass Capital Management, Inc.Saint Paul, MN , United States