Robert Allen Wolf

Chief Investment Officer at

Stonebridge Advisors LLC

Finance

Consumer Services

Profile

Mr. Robert A. Wolf is an Executive Vice President & Chief Investment Officer at Stonebridge Advisors LLC.
He is a senior leader of the investment committee and oversees investment policies and strategies for portfolio management activities across all fund products and separately managed accounts.
In addition, he directs the daily management of preferred securities portfolios and trading functions.
He has over 24 years of fixed-income experience in both portfolio management and credit research.
Prior to joining Stonebridge in 2006, Mr. Wolf was a high-yield fixed-income research analyst at Lehman Brothers.
In this role, his responsibilities included detailed credit analysis across multiple sectors, relative value analysis, and developing trade recommendations.
He previously worked for Lehman Brothers’ commercial mortgage-backed securities trading desk as a credit analyst.
He received his B.S.
degree in Chemistry from Villanova University and his MBA in Finance from the New York University Stern School of Business.

Robert Allen Wolf active positions

Companies	Position	Start
Stonebridge Advisors LLC Stonebridge Advisors LLC Investment ManagersFinance Stonebridge seeks to maximize total return, with a particular emphasis on income, in each investor’s selected strategy through strategic selection primarily of preferred, hybrid and other fixed income securities. The firm is performance-driven and utilizes a conservative approach to portfolio management that focuses on active management and long-term risk adjusted returns. Their investment process is a combined bottom-up and top-down approach to security selection that encompasses 3 significant areas of analysis: credit analysis, relative value analysis, and technical analysis.	Chief Investment Officer	01/04/2006

All active positions of Robert Allen Wolf

Former positions of Robert Allen Wolf

Companies	Position	End
Lehman Brothers, Inc. Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services	Analyst-Fixed Income	-

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Linked companies

Private companies	4
Lehman Brothers, Inc. Lehman Brothers, Inc. Investment Banks/BrokersFinance Provides investment banking services	Finance
Stonebridge Advisors LLC Stonebridge Advisors LLC Investment ManagersFinance Stonebridge seeks to maximize total return, with a particular emphasis on income, in each investor’s selected strategy through strategic selection primarily of preferred, hybrid and other fixed income securities. The firm is performance-driven and utilizes a conservative approach to portfolio management that focuses on active management and long-term risk adjusted returns. Their investment process is a combined bottom-up and top-down approach to security selection that encompasses 3 significant areas of analysis: credit analysis, relative value analysis, and technical analysis.	Finance
New York University New York University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Villanova University Villanova University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services