RETIREMENT ROOTS WEALTH MANAGEMENT - Key Persons
Job Titles:
- Investment Analyst of Gradient Investments, LLC
Caleb joined Gradient Investments in 2022. Prior experience for Caleb includes manager analysis, due diligence, quantitative research, and investment selection for both a multi-billion dollar institutional asset manager and large Registered Investment Advisor (RIA). Caleb earned his Finance degree from Metropolitan State University and is a candidate in the CFA® program.
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
Keith joined Gradient Investments in 2018 and has more than 25 years of industry experience. Prior roles include asset management for a multi-billion dollar portfolio with a large institutional asset management firm. Keith is a CFA® charterholder, managed a Lipper Award winning mutual fund, and has been featured in media outlets such as Investor's Business Daily, Nasdaq, Reuters, and Bloomberg.
Job Titles:
- Portfolio Manager for Gradient Investments
- Portfolio Manager of Gradient Investments, LLC
Ms. Montagne is a Portfolio Manager for Gradient Investments. She has been with Gradient Investments since 2014 and has more than 25 years of total investment management experience. Ms. Montagne's prior roles include equity analysis for institutional fund managers as well as a senior investment analyst position for a $500M registered investment advisor. She is a frequent contributor to media outlets, including CNBC, Fox Business, Bloomberg, and Barron's. Ms. Montagne graduated with a bachelor's degree from the University of Detroit and is a CFA® charterholder.
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:
- Portfolio Manager of Gradient Investments, LLC
Tyler joined Gradient Investments in 2018 after prior roles with a large retail wealth advisory firm. Tyler has developed experience with financial advice, asset allocation, and investment analysis across the asset spectrum. He is a CFA® charterholder and has been featured in media outlets including TD Ameritrade Network, Reuters and the Wall Street Journal.