President and Founder
Haley began her career by making coffee and answering phones at her father’s office. Her father, Steve Hansen, founded Steve Hansen & Associates; a retirement planning company. After graduating from the Monfort College of Business at the University of Northern Colorado in 2006, Haley became Steve’s apprentice. Haley has greatly expanded her roles and is now the President of Altitude Wealth Management, LLC., an SEC registered investment advisory firm.
Haley has a passion for seeing her clients achieve their financial goals and aims to give them peace of mind with regard to their financial future. Haley resides in Elizabeth, Colorado with her husband Jonathan and their two beautiful children, Jaxson and Alexa. Haley is a Colorado native and enjoys spending time in the great outdoors, serving the community and spending quality time with her family.
Jonathan brings the personality, friendliness and motivation to the Altitude Wealth Management team. He loves people and has a passion for seeing clients achieve their financial goals. Jonathan specializes in the income planning portion of retirement planning. Jonathan started his career in the financial planning world about 14 years ago. He left for a couple of years to help develop his mother and step-father’s company into a multi-million dollar company. He has since rejoined the Altitude Wealth Management team to pursue his true passion of working with people to create their retirement plans.
From Jonathan, “I love each of our clients like my own family. I like to take the state-of-mind that I am planning for my sister, brother, mom or dad so that each piece of the plan is what is best for every client.” Jonathan resides in Elizabeth, Colorado. He loves the outdoors and love spending time with Haley, Jaxson and Alexa.
Monica brings a fresh optimism to the Altitude team. She has always been a people person and has a personality that makes people feel at ease. She is wonderful at making sure our office runs smoothly. Monica looks forward to developing her talents, building new relationships and helping to assist clients with any of their needs.
Wayne Schmidt, CFA®
Chief Investment Officer of Gradient Investments, LLC
In October 2008, Wayne Schmidt joined Gradient Investments, LLC to serve as chief investment officer. Boasting over 26 years in the financial industry, Wayne brings invaluable institutional experience and in-depth knowledge of the private client market to Gradient Investments, and offers a global investment management perspective.
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 Binger, CFA®
Senior Portfolio Manager of Gradient Investments, LLC
Michael Binger, CFA®, serves as the senior portfolio manager for Gradient Investments, LLC. Michael brings over 24 years of institutional equity investment experience to Gradient Investments and its affiliated advisors and clients. He has extensive experience working directly with financial advisors, designing and actively managing portfolios. Michael has successfully invested in numerous market and economic cycles giving him a level and depth of experience that is rare in this industry.
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.
Mariann Montagne, CFA®
Senior Investment Analyst 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, 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