Meet Gerry Downey

I founded Linden 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. 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.