Joseph Downey has been in the financial services business since 1989. He began as a self-employed accountant serving individuals and small business owners with various tax and planning issues. In 1998, he entered the securities business and worked as a Financial Advisor for American Express Financial Advisors. After spending 2 years with American Express Financial Advisors, Mr. Downey left to broaden his experience with Fidelity Investments. At Fidelity, Mr. Downey excelled and rose to the position of Vice-president where he was responsible for investment guidance on a $1.2 billion dollar book of business. His achievements included President’s Circle and Chairman’s Circle appointments – which are considered top accolades among industry peers. In 2008, Joseph launched his own, independent registered investment advisor firm – Private Client Asset Management. Private Client Asset Management is a registered investment advisor in the state of New York.
Joseph is a Certified Financial Planner™ and Chartered Financial Consultant. Only investment professionals who have broad training and expertise obtain these designations.
Joseph holds a Bachelor of Science degree in Business Administration from Columbia College.