The Synergy Financial Group — thesynergyfg.com
Tyler Howe — Office Manager
Jamie Wing — Investment Advisor
Jonathan Bromley — Investment Advisor
Willis Law — Estate Planning
Meaghan J. Miracle
Wayne is an essential and direct resource for affiliated investment advisors and their clients. He provides vast wisdom, knowledge and tools to help investment advisors both grow their practices and their clients’ assets.In a nationwide search that included acquisition considerations, AXA Investment Managers, a subsidiary of the European insurance giant AXA Group, handpicked Wayne to build their U.S. investment grade fixed income capabilities and to lead a seasoned portfolio team located in Saint Paul.
During his tenure at AXA Investment Managers, Wayne served as senior portfolio manager for the U.S. investment grade fixed income team. As the lead portfolio manager, he managed $9.5 billion of fixed income assets with a variety of mandates ranging from aggregate, corporate and government bond portfolios.
Before joining AXA Investment Managers, Wayne dedicated over 20 years to Minnesota Life and its $14 billion investment arm, Advantus Capital Management. As their portfolio manager, he managed a variety of high-grade funds as part of Advantus’s $1.8 billion Total Return Product for institutional and retail clients. He also served as the lead portfolio manager of the Advantus Bond Fund and the co-portfolio manager of the Advantus Spectrum Fund.
Wayne earned his Master of Business Administration in Finance from the University of Minnesota and a Bachelor of Science from Cornell University. He is a Chartered Financial Analyst® and a member of The Chartered Financial Analyst Institute and the Twin Cities Society of Security Analysts.
Over the years, Wayne has been quoted on the global economy in numerous nationally and internationally recognized investment publications such as: Bloomberg, Pension & Investments, Reuters, The Los Angeles Times, Financial Week (2008 Neal Award winner), Asia Times, InvestorVillage, Safehaven, SFO, Credit Investment News and RGE Monitor (Nouriel Roubini’s Global EconoMonitor investment). He has also provided market insights on Bloomberg Radio and Bloomberg TV.
Wayne’s love of Minnesota is Gradient Investments’ great fortune, as he declined to relocate with AXA Investment Managers following their strategic decision to consolidate function into a high-yield operation in Greenwich, Connecticut.
Michael started his investment career in Minneapolis with Lutheran Brotherhood in 1987 and gained experience managing assets in a variety of asset classes including convertible bonds, small cap equities and large cap equities. When Lutheran Brotherhood and Aid Association for Lutherans merged in 2001 to become Thrivent Financial, Michael was selected to work as the senior portfolio manager on the Large Cap Growth Team and Large Cap Alpha Team managing over $3 billion in assets. As the senior portfolio manager, he developed and oversaw the tactical investment strategies utilized within mutual funds, variable annuities, pension funds and insurance company products. These investment processes included proprietary portfolio construction strategies, security selection parameters and volatility controlled umbrellas.Michael graduated from the University of Minnesota, earning a Bachelor of Science in Business Administration-Finance. He graduated with honors and was the University of Minnesota’s “Wall Street Journal Award Winner.” Michael is a CFA® and a member of The Chartered Financial Analyst Institute and the Twin Cities Society of Security Analysts.
Michael’s media highlights include providing market insight on CNBC, Bloomberg TV and Bloomberg Radio. He has also been quoted in The Wall Street Journal, Barron’s, Smart Money, Reuters, Business Week and numerous other local, national and global investment publications.
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, ETFs 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 AnalystTM 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.
*Third-Party Money Management is offered through our Strategic Alliances with Gradient Investments, LLC