Carl Feldman | President

Dedication, hard work and an honest approach to serving the needs of clients in the New Jersey Shore area are overriding values that Carl focused on when he started his financial services career over thirty years ago. He has built his business using a philosophy geared toward helping people achieve their retirement dreams.

Carl knows there is no substitute for knowledge when answering his clients question. When will I have enough to retire and will it last for the rest of my life? His familiarity of retirement products is superior and he shares the information in a comfortable, friendly, and casual manner clients truly appreciate. He recognizes that retirement decisions may not necessarily be simple or straightforward, which is why he is dedicated to earning his clients’ trust by providing them with advantages other financial professionals can not.

Carl has his Master of Business Administration from Wagner College and is a lifelong resident of New Jersey. For fun, Carl coaches softball in his local community and enjoys fishing, boating and spending time with his wife and daughters.

Strategic Alliances

Michael Binger CFA

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, Barrons, and the Wall Street Journal.

Jeremy Bryan CFA

Portfolio Manager, 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.

KEITH GANGL CFA®

Portfolio Manager, 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 Investors Business Daily, Nasdaq, Reuters, and Bloomberg.

This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisors clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC.

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