About Mariann
Mariann Montagne, Chartered Financial Analyst, with more than 30 years of experience, has worked with both institutional and high net worth clients.
Mission Statement
Welcome to “Thriving with Your Money Tree”, a place where I aim to empower every individual, regardless of their background, to take control of their financial journey. Drawing from my three decades of professional experience, I hope to simplify financial concepts, ensuring they’re approachable and practical. My mission is to remove the intimidation factor from financial education and highlight key points to help you grow your net worth.
Mariann Montagne, CFA
Mariann Montagne, Chartered Financial Analyst, with more than 30 years of experience, has worked with both institutional and high net worth clients. Montagne is highly attuned to economic and market conditions, has extensive experience selecting individual stocks, exchange traded funds and mutual funds including but not limited to company and industry sector analysis, risk monitoring and global portfolio management in the equity, fixed income, and alternatives asset classes.
Montage has served on the global board of the Consumer Analyst Group of New York (CAGNY), including posts as President and Conference Chair. She is a member of both the CFA Society of Minnesota and CFA institute.
Regularly quoted in financial press, Montagne’s media highlights include Barron’s, The Wall Street Journal, Fortune, Investor Business Daily, NPR, and the Washington Post. She is a frequent guest on CNBC, Bloomberg TV, and Fox Business News. Additionally, Montagne presents regularly on the topic of Women and Wealth and Financial Literacy.
After a 30-year impactful career, Montagne is eager to share her knowledge with a new demographic. Thriving with Your Money Tree, combining her love of gardening and her love of finance, is a new passion project, to educate individuals who are intimidated by how to start growing their wealth. With a podcast hosted by Montagne and featuring industry experts in her circle, listeners will receive a foundational knowledge of money saving, investing, and growing their wealth with practical insights, examples, and programs. “Growing your wealth is like growing a garden,” Montage shares, “It takes patience and perseverance, but the rewards are bountiful.”
Objective
My objective is to help demystify the world of finance. Using everyday language and relatable analogies, I aim to make finance more accessible, promoting financial literacy and wealth growth. My goal is to inspire you to become confident about your financial future, armed with knowledge and insights from industry experts.