Stone Bridge Asset Management, LLC

Erik Boehm is a CFA® charterholder with 20 years of industry experience, currently serving as an advisor at Stone Bridge Asset Management, LLC since 2011. He is also a partner at Stone Bridge Capital Group, LLC, which acts as the general partner for the Stone Bridge Opportunities Fund. Additionally, Boehm has a non-investment business interest as a 50% owner of B&B Walnut Hill Partnership. Stone Bridge Asset Management serves both individual and institutional clients, offering financial planning, portfolio management, retirement plan consulting, and sub-advisory services. The firm employs a diversified investment approach that includes mutual funds, ETFs, individual equities, fixed income, and alternative investments, and also provides third-party model portfolios and a proprietary volatility-based strategy.

David Babb is a financial advisor with Stone Bridge Asset Management, LLC in Chattanooga, TN, holding a Series 66 designation and 22 years of industry experience. He has been with Stone Bridge since 2011 and is also a partner in Stone Bridge Capital Group, LLC, the general partner of the Stone Bridge Opportunities Fund. Outside of advisory work, he has a minority ownership interest in a non-investment entity associated with the firm’s office location. Stone Bridge Asset Management serves individual and institutional clients, offering financial planning, portfolio management, retirement plan consulting, and sub-advisory services. The firm uses a range of investment vehicles including mutual funds, ETFs, and alternative investments, and acts as both a fund sponsor and adviser to other advisers.

Thomas Francescon Sr. is a financial advisor with Stone Bridge Asset Management, LLC, holding a Series 65 designation and 18 years of industry experience. He has been with Stone Bridge Asset Management since 2015 and is also a partner at Stone Bridge Capital Group, LLC, which serves as the general partner of the Stone Bridge Opportunities Fund. Stone Bridge Asset Management serves both individual and institutional clients, offering financial planning, portfolio management, retirement plan consulting, and sub-advisory services. The firm employs a diverse investment approach that includes mutual funds, ETFs, individual equities, fixed income, and alternative investments, and it provides model portfolios and proprietary strategies to other advisers.