STONEBRIDGE ADVISORS LLC of WILTON, CT is an SEC-registered investment adviser (CRD 134017). Regulatory assets under management: $11.8B.
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles.
Showing 25 of 29 people.
| Name | Role | Location |
|---|---|---|
| James Allen Bowen | CHAIRMAN OF THE BOARD; SOLE SHAREHOLDER | — |
| William Scott Jardine | SECRETARY | — |
| David Gerard Mcgarel | DIRECTOR | — |
| James Martin Dykas | CHIEF FINANCIAL OFFICER | — |
| Scott Thomas Fleming | CHIEF EXECUTIVE OFFICER; OWNER | — |
| Craig Stephen Prichard | DIRECTOR | — |
| Robert Allen Wolf | EVP, CIO | — |
| Eric David Weaver | EVP, PM | — |
| Angelo Dominick Graci | EVP, PM | — |
| Samantha Addonizio | CHIEF COMPLIANCE OFFICER & COUNSEL | Wilton, CT |
| BRANCAZIO CHRISTOPHER JOHN | CCO | — |
| VANKAMPENPIERRE KARLA MARLEE | SHAREHOLDER | — |
| MCDERMOTT JOSEPH DANIEL | CHIEF COMPLIANCE OFFICER | — |
| WISEN KRISTEN JOY | SHAREHOLDER | — |
| BRADLEY MARK RAYMOND | CHIEF FINANCIAL OFFICER | — |
| BOWEN JAMES ALLEN | CHAIRMAN OF THE BOARD; SHAREHOLDER; SOLE SHAREHOLDER | — |
| JARDINE WILLIAM SCOTT | SECRETARY | — |
| HARDIN MATTHEW STEPHEN | CHIEF COMPLIANCE OFFICER | — |
| FLEMING SCOTT THOMAS | CHIEF EXECUTIVE OFFICER; OWNER | — |
| MOHR MITCHELL EUGENE | CHIEF COMPLIANCE OFFICER | — |
| ADDONIZIO SAMANTHA | CHIEF COMPLIANCE OFFICER & COUNSEL | — |
| PRICHARD CRAIG STEPHEN | DIRECTOR | — |
| DE VORE STEPHEN LANE | CHIEF COMPLIANCE OFFICER | — |
| MCGAREL DAVID GERARD | DIRECTOR | — |
| MOONEY ABIGAIL KATZEN | CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |