Strategic Alliances

Brookside Financial Advisors, LLC offers professional money management through various third-party money managers. One of our strategic alliances is with Gradient Investments, LLC (GI). GI is an SEC registered investment advisor firm offering clients over 20 proprietary portfolios. The portfolios are managed by their Chief Investment Officer, Wayne Schmidt CFA, MBA; Senior Portfolio Manager, Michael Binger, CFA; and Senior Investment Analyst, Mariann Montagne, CFA.

Whether your financial goal is preserving principal, maximizing income or accumulating capital, our third-party money managers have carefully designed a strategy to help you achieve your long-term financial goals.


Anselmo & Company

The One-Stop Approach

To serve you the best we know how, we have created four companies: First, Brookside Tax Advisors, LLC offers tax advice and tax return preparation services. Second, Brookside Insurance Advisors, LLC offers insurance services; including, long-term-care, life insurance, Medicare supplements, and annuities. Third, Brookside Financial Advisors, LLC is a registered investment advisor that supervises wealth management for clients. Lastly,  Anselmo & Company, LLC is the law firm that concentrates in taxation, wills and trusts, probate and trust administration, and elder law planning.

The Anselmo & Company Mission

The Mission of Anselmo & Company, LLC is to empower you to make sound decisions to safeguard your family and your wealth.  Anselmo & Company is dedicated to guiding you and your loved ones through the emotional and legal effects of disability and death, by providing quality estate planning advice and documents. The attorneys and staff at Anselmo & Company build trusting and life-long relationships with you and your family. You can have the utmost confidence in their ability to deliver superior service and provide a comprehensive plan that gives you the peace of mind about your future. For more information, visit www.AnselmoLaw.com or follow them on facebook at www.Facebook.com/AnselmoLaw.


Michael Binger, CFA®
President of Gradient Investments, LLC

As President, Michael is the leader of Gradient Investments and has been with the firm since 2012. He brings more than 30 years of industry experience including prior roles managing multi-billion dollar portfolios for an institutional asset manager. Michael is a CFA® charterholder and is a frequent contributor on CNBC, Fox Business, Barron’s, and the Wall Street Journal.

As President, Michael is the leader of Gradient Investments and has been with the firm since 2012. He brings more than 30 years of industry experience including prior roles managing multi-billion dollar portfolios for an institutional asset manager. Michael is a CFA® charterholder and is a frequent contributor on CNBC, Fox Business, Barron’s, and the Wall Street Journal.

 

Jeremy Bryan, CFA®
Senior Portfolio Manager of Gradient Investments, LLC

Jeremy has been with Gradient Investments since 2016 and has more than 20 years of investment experience. Jeremy is a CFA® charterholder and his previous job history includes equity research and portfolio management for institutional asset managers and hedge funds in Minneapolis and New York. He is a frequent contributor to media outlets including CNBC, Fox Business, Reuters, Bloomberg, and the Wall Street Journal.

Jeremy has been with Gradient Investments since 2016 and has more than 20 years of investment experience. Jeremy is a CFA® charterholder and his previous job history includes equity research and portfolio management for institutional asset managers and hedge funds in Minneapolis and New York. He is a frequent contributor to media outlets including CNBC, Fox Business, Reuters, Bloomberg, and the Wall Street Journal.

 

Keith Gangl, CFA®
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.

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.

 

*Content provided by Gradient Investments, LLC, an SEC registered investment advisor.

The portfolios are managed by their President, Michael Binger, CFA