Gerard (Gerry) Downey is the founder of Linden Wealth Management LLC. He is an investment specialist helping clients navigate the risks and rewards of the market so they can best achieve their long-term financial goals and objectives. His investment principles are based on long-term fundamentals with adjustments for today's markets. Investment plans are personalized and designed to achieve a client's unique objectives, timelines, and risk preferences. His process helps clients simplify their options, deal with investment uncertainty, and provide a clear path to where they want to go.
Previously, Gerry held several senior level positions at JP Morgan, Deutsche Bank, and Bank of America. He worked with large sophisticated institutional investors in Chicago and New York. For over twenty five years he has gained market and investment experience which differentiates him as an advisor providing helpful insights for investing.
Gerry has his series 7, 65, and 63 licenses. He has a B.A. in economics from Xavier University, a M.B.A. in finance from the University of Chicago, and an e-CFP from Northwestern University School of Professional Studies.