Wealth Pinnacle Inc. Gary Downie CFA

About Wealth Pinnacle

Gary Downie, CFA
CEO & Chief Investment Officer
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Gary Downie, CFA is the founder and CEO of Wealth Pinnacle Inc. in Brentwood,
Los Angeles. He has over a decade of experience as a professional money
manager. Gary helps his clients establish their objectives and develop a strategy
to achieve their goals. Whether you are interested in growing your portfolio or
preserving your wealth, he helps you achieve success and manage your risk.

Gary started his finance career in 1985, became a business consultant in 1990,
and entered the investment management industry in 1993. He began managing
investment portfolios in 1996, the year he received the highly-respected Chartered
Financial Analyst (CFA) designation. Gary managed $2 billion at Nuveen
Investments for high-net-worth individuals and businesses. He then managed
pension and endowment fund transitions at Barclays. Gary joined Merrill Lynch as
a Wealth Manager until starting his own company, Wealth Pinnacle Inc. He has
been the keynote speaker at several investment industry events held by large
financial services firms for their best clients. Gary is a thought leader.

Gary holds an MBA and a Bachelor’s degree in Finance. He passed the Series 7
and 66 securities license exams. He is a member of the CFA Institute and the
CFA Society of Los Angeles. Gary has the experience and qualifications
investors need, and the integrity to put clients first, every time.

Contact Gary to get your financial future started today!