Thomas Harper is an investment advisor representative of Gradient Advisors, LLC, an SEC registered independent investment advisor, serving customers in Clearwater, FL and surrounding communities. Thomas Harper’s mission is to help provide local families and businesses with innovative financial strategies and planning that can lead to financial clarity and security.
Thomas Harper
Managing Director
I was born in 1978 and raised in Bethlehem Pennsylvania, which was well known back then for manufacturing steel. My parents played a big part in my upbringing, instilling their strong moral values in me. Both of my parents are very conservative, growing up my father was a middle school principal and my mother was a reading specialist so you can be assured that education was very important in our family.
After graduating in the top 10% of my high school class, I was granted early acceptance to Lehigh University which is considered one of the twenty-four “Hidden Ivies” in the Northeastern United States. Graduating from Lehigh University’s College of Business and Economics helped me obtain a position at JP Morgan Chase one of the oldest financial institutions in the United States. The knowledge and experiences learned at JP Morgan Chase, helping me build my career as a Director at Safeguard Financial and ultimately allowing me to become the Managing Director of Heritage Financial Wealth Management.
I contribute my success to the strong values that were instilled in me by my parents. From a very young age I was always told that the most important thing is education, and that success will follow.
Strategic Alliances
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 35 years of industry experience, including prior roles managing multi-billion-dollar portfolios for an institutional asset manager. Michael is a CFA® charter holder and is a frequent contributor on CNBC, Fox Business, Barron’s, and the Wall Street Journal.
Keith Gangl, CFA®
Senior Portfolio Manager at Gradient Investments, LLC
Keith joined Gradient Investments in 2018 and has more than 30 years of industry experience. Prior roles include senior portfolio manager for a large institutional asset management firm, managing a multi-billion-dollar portfolio. Keith is a CFA® charter holder, and has been featured in media outlets such as CNBC, Bloomberg, Investor’s Business Daily, Nasdaq and Reuters.
Tyler Ellegard, CFA®
Senior Portfolio Manager at Gradient Investments, LLC
Tyler is a Senior Portfolio Manager at Gradient Investments, where he focuses on portfolio management, asset allocation, and investment research across multiple asset classes. He provides market insight and portfolio strategy to support client investment decisions. Tyler is a CFA® charterholder and has been featured in media outlets including Schwab Network, Reuters, and The Wall Street Journal.
*Third Party Money Management is offered through our Strategic Alliances with Gradient Investments, LLC
*his endorsement of Gradient Investments, LLC, (GI) and its portfolio management services is provided by an investment advisor representative of Gradient Advisors, LLC (GA). This investment advisor representative refers clients to GI for portfolio management services. GI does not pay separate compensation to GA in relation to its endorsement or any promotional services. However, GA receives a portion of the advisory fees paid by clients who utilize the portfolio management services of GI. GA also shares in the revenue of GI via quarterly payments based on the amount of total assets GA places with GI. This endorsement incentivizes GA in increasing the assets placed with GI, and therefore the compensation received by GA. GA’s investment advisor representatives are not affiliated with or supervised by GI. An additional conflict of interest exists because GA and GI are under common ownership. While these conflicts of interest exist, investment advisor representatives of GA are subject to fiduciary duty and must act in the best interests of their clients. These investment advisor representatives and their clients are not required to use GI, and may select other investment managers.