Brian M. Geary CIMA, CFP®, CPA
Certified Investment Management Analyst, Wharton School
Certified Public Accountant, New York State
Certified Financial Planner ®
Canisius College, B.S. Accounting
Brian is a Director and shareholder at Linwood Investment Advisors where he provides investment consulting to high-net worth clients and Retirement Plans. He is a member of the Investment Committee, which is responsible for driving the execution of its investment strategy for its wealth management and investment clients. Brian also functions as the Firm’s compliance officer. Prior to joining Linwood, Brian worked at Ernst & Young where he performed tax consulting, research, and advisory services in several areas including investments, high-net worth tax planning, retirement and estate planning. Subsequent to that, Brian was a Partner at Sanderson & Company and also a senior investment consultant at Courier Capital.
A graduate of Canisius College, with a B.S. in Accounting, Brian is a Certified Public Accountant, a member of the New York State Society of CPAs, the Investment Management Consultants Association, American Institute of CPAs, and Financial Planners of WNY. Brian’s hobbies include the arts and sports. Brian, his wife, and his son live in Amherst, NY.
Brian can be contacted at 716-631-6771.
Joseph P. Feeley CPA
Joseph P. Feeley, CPA founded Linwood in 1995. Joe manages all of the long-only equity accounts of the firm and is on the investment committee. Mr. Feeley graduated in 1983 from the State University of New York at Buffalo with a Bachelor of Science degree in Finance and Accounting. From 1983 to 1989, was a CPA with Price Waterhouse, an international professional services firm. In 1989, he formed Feeley & Bonaventura, CPA’s, with Anthony Bonaventura, CPA. In 1991, the firm added Thomas Hyzy, CPA as a partner and formed Feeley, Bonaventura & Hyzy, CPA’s, P.C. In 1995, Linwood Investment Advisors, Inc., a registered investment advisory firm was formed for the purpose of providing investment advisory services. He lives in Buffalo, New York with his wife and four children.
Joe can be contacted at 716-632-0606 x19.