INVESTMENT TEAM

Richard C. Barrett, CFA, CIC, President and Principal, joined Stonebridge in 1979. Mr. Barrett is a Portfolio Manager and Chairman of the Investment Policy Committee. Prior to Stonebridge, Mr. Barrett served as a Portfolio Manager for Lionel D. Edie. He began his investment career in 1967 as an Analyst for Kidder Peabody. Mr. Barrett holds a Master of Business Administration from Pepperdine University, a Bachelor of Science in Business and Mathematics from the University of Connecticut, and the professional designations of Chartered Financial Analyst and Chartered Investment Counselor. Mr. Barrett is a member of the CFA Institute and the CFA Society of Los Angeles.

Steven M. Buxbaum, Senior Vice President, joined Stonebridge in 2013. Mr Buxbaum is a Portfolio Manager and member of the Investment Policy Committee. Prior to Stonebridge, Mr. Buxbaum served as a Client Advisor and Relationship Manager at Credit Suisse Securities, UBS AG – USA, and with Julius Baer Securities. Mr. Buxbaum holds a Master of Business Administration in Finance and Entrepreneurial Studies from the UCLA Anderson School of Management, and a Bachelor of Arts Degree in Political Economics and Russian from Williams College.

Matthew W. Markatos, CFA, CIC, Managing Director and Principal, joined Stonebridge in 2000. Mr. Markatos is a Portfolio Manager and Director of Research. Prior to Stonebridge, Mr. Markatos served as a Portfolio Manager and Analyst at Van Deventer & Hoch Investment Counsel. Mr. Markatos holds a Bachelor of Arts in Economics with a focus in Mathematics from Pomona College. He was also the recipient of the Lorne D. Cook award in Economics. Mr. Markatos holds the professional designations of Chartered Financial Analyst and Chartered Investment Counselor. Mr. Markatos is a member of the CFA Institute and the CFA Society of Los Angeles.   

Debra L. Newman, Managing Director and Principal, joined Stonebridge in 1973. Ms. Newman is the Chief Compliance Officer. Prior to Stonebridge, Ms. Newman worked as an Accountant at North America Marketing. Ms. Newman attended California State University Northridge and University of California at Los Angeles.

Karen H. Parris, Managing Director and Principal, joined Stonebridge in 1986. Ms. Parris is the Director of Operations. Prior to joining Stonebridge, Ms. Parris served as the Manager of Financial Administration at George D. Bjurman and as a Portfolio Administrator at Scudder, Stevens & Clark. Ms. Parris attended California State University Northridge.