SMART FINANCIAL GROUP - Key Persons
Job Titles:
- Portfolio Manager of Gradient Investments, LLC
- Senior Portfolio Manager for Gradient Investments
Mr. Bryan is a Senior Portfolio Manager for Gradient Investments. He has been with Gradient Investments since 2016 and has over 15 years of total investment management experience. Mr. Bryan's job history includes equity research and portfolio management roles for institutional asset managers in Minneapolis and New York. He has been a frequent contributor to media outlets including CNBC, Fox Business, Reuters, and The Wall Street Journal. Mr. Bryan graduated with a bachelor's degree from St. Cloud State University, earned an MBA from the University of St. Thomas, and is a CFA® charterholder.
Job Titles:
- Portfolio Manager of Gradient Investments, LLC
Job Titles:
- President of Gradient Investments, LLC
Mr. Binger is the President of Gradient Investments. He has been with Gradient Investments since 2012 and has more than 30 years of total investment management experience. Mr. Binger's prior roles include managing multi-billion dollar investment products for a large institutional asset manager. He graduated with a bachelor's degree from the University of Minnesota and is a CFA® charterholder. We believe that he brings a depth of market experience that is rare within the industry and has been a featured contributor with several media outlets including CNBC, Fox Business, Barron's, and The Wall Street Journal.
Job Titles:
- Founding Member of Goldblum Sablowsky
- President of Goldblum Sablowsky, LLC
Mr. Goldblum is a founding member of Goldblum Sablowsky, LLC. Prior to founding the firm, Mr. Goldblum was an associate at Klett Rooney and a partner at Gefsky and Lehman. Mr. Goldblum's practice is concentrated in tax, business, estate and trust planning matters, as well as asset protection and succession planning matters. He regularly handles commercial, financial and real estate transactions of all varieties and sizes and acts as general counsel to many privately owned companies. Additionally, Mr. Goldblum is a Certified Medicaid Planner™. Mr. Goldblum has successfully assisted business owners and professionals with all of their planning concerns and has successfully handled numerous sophisticated commercial transactions, including mergers and acquisitions, strategic partnerships, business restructurings, formation and structuring matters, employment negotiations, healthcare related transactions, joint ventures and private securities offerings. Mr. Goldblum received his law degree from the University of Pittsburgh, School of Law. Mr. Goldblum also received his M.B.A. from the University of Illinois and his undergraduate degree from the University of Michigan. He is a member of the Corporation, Banking and Business Law and Taxation Sections of the Allegheny County Bar Association. Mr. Goldblum is also active in religious, charitable and service organizations, including Temple Emanuel of the South Hills and SMC Business Councils where he served on its Board. Mr. Goldblum is currently on the Board of the Society of Financial Services Professionals. Mr. Goldblum is a frequent lecturer for financial and banking institutions and has made many guest appearances for radio programming regarding estate and financial planning matters.