Mariann Montagne, CFA®
Portfolio Manager of Gradient Investments, LLC
Mariann Montagne, CFA® serves as a Senior Investment Analyst for Gradient Investments, LLC. She has 20 plus years of experience working with both institutional and high net worth clients, and has amassed a strong breadth of investment experience during her tenure. This includes company and industry sector analysis, risk monitoring and portfolio management in both the equity and fixed income markets. She is highly attuned to economic and market conditions, and has extensive experience selecting individual stocks, ETFs and mutual funds.
Prior to joining Gradient Investments, she was the Senior Investment Analyst and co-Portfolio Manager for a Minneapolis-based Registered Investment Advisor with over $500 million in assets under management. Montagne was involved in security selection, portfolio management, client presentations and setting strategic direction for the investment department. Her coverage included individual securities, ETF’s and mutual funds in the equity, fixed income and alternative asset classes. Prior to that, she was a Senior Investment Analyst at Thrivent Asset Management examining industry sectors and selecting individual equities. Montagne also spent several years at Munder Capital Management as the assistant director of research along with covering growth and value equities.
Montagne served for seven years on the Global Board of the Consumer Analyst Group of New York (CAGNY), including posts as president and conference chair.
She is a Chartered Financial Analyst and a member of both the CFA Society of Minnesota and the CFA Institute. Montagne is an alumnus of the University of Detroit where she graduated cum laude with a Finance major and an English minor.
Montagne’s media highlights include quotes in Barron’s, The Wall Street Journal, Fortune, NPR, Washington Post, and the Chicago Tribune. She has also appeared on Bloomberg TV and Fox Business News.
