We have strategically partnered with Gradient Investments, LLC, an independent, fee-only SEC registered investment advisor to provide our clients with professional money management services. Our firm and clients have unique access to Gradient Investments’ portfolio managers who bring a depth of market experience and insight and actively manage our clients’ accounts. The Gradient Investments team can be seen regularly on national media outlets including CNBC, Fox Business, Bloomberg, Barron’s and The Wall Street Journal.
MICHAEL BINGER, CFA®
President of Gradient Investments, LLC
JEREMY BRYAN, CFA®
Portfolio Manager of Gradient Investments, LLC
MARIANN MONTAGNE, CFA®
Portfolio Manager of Gradient Investments, LLC
Proud Member Of The SMART Advisor Network
SMART is an acronym for Strategic Movement Around Retirement Taxation. The SMART Advisor Network is the country's first mutual and fraternal marketing organization that focuses on helping pre-retirees and those in retirement get more…more income, more financial freedom and more peace of mind knowing their plans are built on a solid foundation using the commonsense SMART Retirement Planning Process.
