Mr. Downie is Head of Investment Strategy and Client Relations at Wealth Pinnacle Inc. in Dayton, Ohio. He has over 25 years of experience in the investment industry, mostly as a professional investment manager. Gary listens carefully to his clients to ensure a full understanding of their life goals and financial objectives. He takes his fiduciary duty to clients very seriously. Gary puts clients first every time.
Gary 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 was Assistant Vice President at Nuveen Investments. He then managed pension and endowment fund transitions at Barclays Global Investors. Gary joined Merrill Lynch as a Wealth Manager until starting Wealth Pinnacle Inc. in 2007.
Gary holds an MBA and a Bachelor’s Degree in Finance. He passed the Series 7 and 66 securities license exams, and is a member of the CFA Institute. Gary has the experience and qualifications investors need, and the integrity to put clients first, every time.
