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Walker P Sandlin, III, MBA  Principal /Portfolio Manager

 

Mr. Sandlin brings a rich history of expertise from both the investment and corporate worlds to Stonebridge Capital Management.  Walker began his investing career in Oklahoma assembling oil and gas partnerships for investors, marketers and leaseholders in the early 1980's.  Always interested in business and finance, he obtained a MBA from Oklahoma City University in Finance. 

After spending fifteen years in the corporate environment, Walker opened an Edward Jones office in Spokane, Washington, where he worked for several years before moving to Charles Schwab and Company.

 

 

While working for Schwab, Walker was introduced to the Registered Investment Advisor Business Model. After 6 years at Schwab, Walker went to work for Strategic Capital Group in Gig Harbor, Washington.  There he learned how to design and implement a more sophisticated, multi-dimensional portfolio and gained additional insight into the business.  Strategic Capital Group caters to ultra-high net worth individuals, families and foundations.  This leaves a large group of people underserved. 

Walker started Stonebridge Capital Management with the intent of filling this gap.  He employs the same basic premise used in investments of high net worth individuals.  He incorporates custom designed multi-dimensional portfolios for each individual client.  He caters to each of his clients needs by using a model designed for them encompassing their investment tolerance and goals. 

Walker's personal interests include alpine and Nordic skiing, bicycling, golf and cooking.  


Brian D. Hogan, MBA

 

 

Brian D. Hogan, MBA  Principal / Portfolio Manager

 

Mr. Hogan has 13 years of investment industry experience.  Brian joined Stonebridge Capital Management NW, LLC as Principal and Investment Committee member after spending 9 years with Charles Schwab & Co., Inc.  At Schwab he most recently served as Vice-President within the Schwab Private Client program. 

Prior to this Brian worked for San Francisco based Investment Banking firm Montgomery Securities as a Sales Analyst within the Corporate Services and Private Client Departments.  In this capacity he worked on Stock Option and Stock Purchase Plans for several publicly traded companies.  Additionally he assisted in the management of Directed Shares of Initial Public Offerings for companies that were underwritten by the firm, as well as in Venture Capital distributions and allocations.

Before he joined Montgomery, Brian worked within the Institutional Services group of Hambrecht & Quist, LLC, another San Francisco based Investment Banking firm, as a Sales Assistant for a team of Institutional Advisors.  

Brian started his career in the Import Export field as Marketing Manager for Encantado Mezcal de Oaxaca, a premium Mexican spirits import venture that was founded and backed by the ownership group of Stags Leap Winery, headquartered in Napa Valley, California.  

Brian received a Bachelor of Science in Business Administration and a Bachelor of Arts Degree in Spanish Business from the University of Colorado Boulder. He also holds an MBA in finance from the University of Colorado.  Brian is an avid cyclist and skier, enjoys world travel, and has spent time living abroad in Spain and Germany.  He and his family currently reside in Marin County, California. 

 

 

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