Internal 2

Our Team

Our Team

Among our team of portfolio managers and regional directors the Covered Bridge Fund team also consults with committees made up of CFAs, CFPs, Portfolio Managers and Economists. Each committee member brings a range of experience and professional backgrounds providing diverse insight.

Portfolio Managers

John K. Schonberg, CFA
Phone: 651-251-3637

John K. Schonberg, CFA

Chief Investment Officer & Portfolio Manager

John is Lead Portfolio Manager of The Covered Bridge Fund and oversees the goals and objectives of the fund. John is also Chief Investment Officer & Portfolio Manager of Stonebridge Capital Advisors. As CIO he oversees the investment activities of the firm and directs the portfolio management teams and committees.

  • Investment industry experience since 1988
  • Senior Portfolio Manager at Columbia Management
  • Senior Portfolio Manager at Ameriprise
  • Portfolio Manager & Analyst at Piper Capital Management

 

Michael J. Dashner, CFA
Phone: 651-251-3632

Michael J. Dashner, CFA

Portfolio Manager

Michael Dashner CFA, is Portfolio Manager of The Covered Bridge Fund and in charge of asset management of the fund. Michael is also a portfolio manager and leads the Large Cap Equity Growth team at Stonebridge Capital Advisors.

  • Investment industry experience since 2007
  • Holds an MBA from the University of South Dakota

Regional Directors

Derrick J. Watson
Phone: 303-749-1152

Derrick J. Watson

Regional Director

As Regional Director Derrick is responsible for developing business and seeking growth opportunities for The Covered Bridge Fund. Derrick is also Regional Director at Stonebridge Capital Advisors, he assists in the marketing and relationship management of Stonebridge Capital Advisors separately managed portfolios.

  • Industry experience since 1999
  • Founded Bason Partners LLC
  • Regional Sales Consultant at Oppenheimer Funds
  • Financial Advisor at Edward Jones
Jessica D. Joyce
Phone: 651-251-3644

Jessica D. Joyce

Sales Associate

Jessica Joyce, Sales Associate, is responsible for identifying and developing relationships with advisors interested in utilizing the fund in their clients’ portfolios.  As a Series 6 & 63 licensed professional she assists in marketing & sales decisions and is a key contact for new business development. Jessica is also an equity trader at Stonebridge Capital Advisors in which she works with the portfolio management team to enhance and administer the process and procedure of trade execution for separately managed accounts.

  • Industry experience since 2014
Jeff H. Brimm
Phone: 615-394-3441

Jeff H. Brimm

Regional Director

Jeff is responsible for developing business and seeking growth opportunities for The Covered Bridge Fund. Mr. Brimm is also Regional Director of Stonebridge Capital Advisors and is responsible for the relationship management and business development of Stonebridge services to high net-worth individuals, institutional investors and advisors. Jeff is a member of the Sales, Marketing and Client Relations Teams. He also assists in developing strategies in the southeast region of the country.

  • Industry Experience since 1998
  • President & Founder of JB Financial

Important Risk Information:

Mutual funds involve risk including the possible loss of principal. Investors should carefully consider the investment objectives, risks, charges, and expenses of the Covered Bridge Fund. This and other important information about the Fund is contained in the prospectus, which can be obtained at www.THECOVEREDBRIDGEFUND.com or by calling +1-855-525-2151. The prospectus should be read carefully before investing. The Covered Bridge Fund is distributed by Northern Lights Distributors, LLC member FINRA/SIPC. Stonebridge Capital Advisors, LLC is not affiliated with Northern Lights Distributors, LLC. 5818-NLD-10/15/2019