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Catherine D
CFP®, Series 63, Series 66
Camden, ME
Ampersand Investment Advisors
Catherine Downey is a CERTIFIED FINANCIAL PLANNER™ professional with 24 years of industry experience. She is the principal of Ampersand Investment Advisors and has a background that includes roles at Morgan Stanley Smith Barney LLC and work as a self-employed CPA. Ampersand Investment Advisors is an independent, state-registered firm providing fee-based investment advisory and financial planning services to individuals, high-net-worth clients, pension plans, trusts, charitable organizations, and business entities. The firm uses a tactical allocation approach with discretionary portfolio management and offers a broad range of investment options along with qualified retirement plan consulting for institutional clients.
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