Steven Roorda
Portfolio Manager and Senior Research Analyst at Stonebridge Capital Advisors LLC
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Stonebridge Capital Advisors | Portfolio Manager and Senior Research Analyst | May 2017 to Present | — |
| Ameriprise Financial Services, Columbia Threadneedle Investments | Senior Analyst | Mar 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 Price | Equity Research Analyst | Jan 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 Advisors | Equity Analyst | Jan 1994 to Jan 1995 | Responsible for long and short ideas across the consumer space Focus areas included retail, restaurant, and tobacco |
| Banc One Investment Advisors | Director of Research and Consumer Analyst | Jan 1986 to Jan 1994 | Director of Research and Consumer Analyst |
| First Kentucky Company | Investment Advisor | Jan 1983 to Jan 1986 | Investment Advisor |
| Stifel Financial | Special Situation Analyst | Jan 1981 to Jan 1983 | Special Situation Analyst |
Education
University of Kentucky
Bachelor of Business Administration
Others at Stonebridge Capital Advisors LLC (4)
| Name | Role | Location |
|---|---|---|
 | Portfolio Manager and Principal | Saint Paul, 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 |