As a Fiduciary, I'm on Your Side
Ever since I can remember, I've been fascinated with the markets. I started investing at a young age. After earning my MBA from the University of Chicago, I made my way to Wall Street working with large sophisticated investors.
Through the years I was recruited to join several firms including J.P. Morgan. It was at this stage that I realized I wanted something more from my career. I loved investing and wanted to use my passion and talents to help individual investors.
I formed Linden Wealth Management, LLC., and registered as a fiduciary, not as a broker. As a fiduciary, I practice a higher standard of care, emphasizing wealth solutions over products, and where the interests of our clients always comes first.
Today I have a growing practice dedicated to serving affluent individuals, couples, and families. I work with a limited number of clients to maintain a high level of service and support. If you’re considering making a change or simply have questions, please feel free to contact me. We can speak in person or over the phone. All consultations are free and confidential.
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B.A. Economics, Xavier University
M.B.A. Finance, University of Chicago
eCFP Northwestern University School of Professional Studies