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Meet Gerry Downey

Your Personal Wealth Advisor Committed to Your Goals

Gerry Downey Photo

Gerry Downey

President


I founded Linden six years ago with the primary goal of personally helping individuals gain control over their investments and finances. I'm passionate about my work because I believe a solid financial strategy can play a critical role in experiencing a fulfilling and rewarding life. But I also think the best financial strategies are those that work specifically for you. For this reason, I maintain a limited number of clients to provide highly personalized wealth management services that are effective. I work one-on-one with my clients to understand their unique vision and circumstances to develop tailored solutions for their success.

I bring extensive financial and investment management experience to care for my clients' wealth. I have worked at several preeminent firms at senior levels in the institutional capital markets and as the founder of Linden Wealth Management, LLC. for the past six years. This unique combination gives me a valuable skill set and perspective helpful when serving my clients. I also maintain close professional relationships with several leading tax and estate planning specialists to provide my clients with a more comprehensive wealth management service.

I am a fiduciary and hold my series 63 and 65 licenses. I also have an MBA from the University of Chicago, a BA in Economics from Xavier University, and an e-CFP from Northwestern University School of Professional Studies.

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