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Our Team

We believe that a commitment to professionalism and the cooperative development of unique and personal goals will form the foundation of any strong financial plan. Personalized services are essential when matching our clients with the right investment management options suited for their needs. Whether you are purchasing a home, financing a child’s college education, or planning for retirement, your plan must reflect your personal or business situation. Here at Stonebridge, we will highlight those financial products that best fit your situations and create the beginning of a strong and successful financial future. Here are our dedicated professionals:

Dino Kostakis

Dino Kostakis, CFP®, CRPC®, CLU®, ChFC®

President, Co-founder

Dino Kostakis, CFP®, CRPC®, CLU®, ChFC® is President, co-founder, and one of the principal partners of Stonebridge Capital Management. Born and raised in central New Jersey, Dino attended Johns Hopkins University before embarking upon a career in financial services in 1984. Through the College for Financial Planning, Dino became a CERTIFIED FINANCIAL PLANNER™ practitioner in 1989. Most recently, in March of 2015, Dino was conferred as a Chartered Retirement Planning CounselorSM professional. Dino also holds FINRA Series 6 and 22 securities licenses, NASAA Series 63 and 65 licenses, as well as life and health insurance licenses in several states.

As one of Stonebridge's senior investment advisors, Dino works closely with a number of our high-net-worth clients to develop, implement, and monitor their financial and investment plans. He is also responsible for building and overseeing a key strategic alliance to provide wealth management services through one of our affiliated financial service providers.

Dino is an active member of the New Jersey Chapter of the Financial Planning Association.

Advisor Brochure

Jeffrey A. Levitt

Jeffrey A. Levitt, MBA, CFP®

Chief Executive Officer

Jeffrey A. Levitt is CEO of Stonebridge Capital Management. He has worked in the financial services industry since 1995. His expertise is managing the assets of high net worth individuals. He also works extensively with corporate clients and pension plans. He has lectured on numerous investment and financial planning topics to general, professional and non-profit audiences.

Jeff graduated from Duke University in 1987 and majored in Economics and Political Science. He received his MBA from the University of North Carolina at Chapel Hill in 1992 and majored in Finance and Marketing. Jeff holds NASD Series 7, 63 and 66 licenses, enabling him to provide his clients access to a broad array of investment vehicles. He also holds life and health insurance licenses in several states.

Jeff is a board member of the Kaplen JCC on the Palisades in Tenafly NJ, which is committed to making a difference in the lives of New Jersey families. He is also actively involved in local youth athletic and community organizations. Jeff resides in Tenafly, NJ with his wife Jamie and his son Shane Jerry.

Advisor Brochure

Karen M. DeMarco

Karen M. DeMarco

Chief Operations Officer, Chief Compliance Officer, Branch Manager

Karen M. DeMarco is Chief Operations Officer and Chief Compliance Officer of Stonebridge Capital Management and the Branch Manager for our Cadaret, Grant office. Karen graduated from York College of Pennsylvania with a BS in Marketing and has worked in the financial industry since 1988. She joined Stonebridge in 1995 and became a partner in 1996. Karen is responsible for the management and oversight of compliance for the firm and oversees the day-to-day operations of the firm, including staff, technology and marketing initiatives. She holds the Series 7 and Series 24 FINRA licenses and is also licensed to sell life and health insurance in NJ.

Steve Oroho

Steve Oroho, CFP®

Investment Advisor with Stonebridge Capital Management

Steve Oroho, CFP®  is an Investment Advisor with Stonebridge Capital Management.  After a successful career as a Senior Executive with a major S&P 500 company, Steve decided to focus his expertise, specializing in wealth management and financial planning for high-net-worth individuals.  He currently holds the Series 7 and Series 66 licenses.  He is active in youth leadership, community programs, and serves as a New Jersey State Senator.

Advisor Brochure

Investment Advisory services offered through Stonebridge Capital Management, a registered investment advisor. Securities offered through Cadaret, Grant & Co., Inc., 1 Lincoln Center, Syracuse, NY 13202, member, FINRA/SIPC ©2015 Stonebridge Capital Management. All rights reserved.

Investment Advisory services offered through Stonebridge Capital Management, a registered investment advisor.
Securities offered through Cadaret, Grant & Co., Inc., 1 Lincoln Center, Syracuse, NY 13202, member, FINRA/SIPC
©2015 Stonebridge Capital Management. All rights reserved.

Copyright © 2020 Stonebridge Capital Management. All rights reserved.