About Us / Investment Management Team

 

More than just a small step forward in financial advice – It’s Financially AdvancedTM

Linus Park, MSF, CFA®, CFP®

Linus Park, MSF, CFA®, CFP®

Linus Park is the Firm’s investment director responsible for investment research and portfolio construction. Linus develops and oversees all strategic and tactical changes in the Firm’s Strategic Diversification Services (SDS) Program. Linus brings a unique perspective to investment management that combines insights from his multifaceted business background along with in depth knowledge of economic and finance theories. Additionally, Linus constructs customized portfolios for our Ultra High Net Worth clients.

He earned both CFA® and CFP® designations to help bring leading investment management practices to our financial planning clients. With over fifteen years of experience as an entrepreneur, project manager and consultant. Linus resides in Chicago with his wife and three daughters.

LICENSES & QUALIFICATIONS
Chartered Financial Analyst (CFA®) • Certified Financial Planner(CFP®)

EDUCATION
Bachelor’s of Science in Economics & Organizational Behavior – Northwestern University
Masters of Science in Finance – College for Financial Planning

Check the background of this firm on FINRA’s BrokerCheck

Philadelphia1880 JFK Blvd.
Suite 1600
Philadelphia, PA 19103
215-399-9350
  •  Tysons Corner7918 Jones Branch Drive
Suite 100
Tysons Corner, VA 22102
703-677-9300
  •  Chicago141 W Jackson Blvd
Suite 1950
Chicago, IL 60604
312-509-4500
  •  Boston84 State Street
Suite 1040
Boston, MA 02109
857-263-7759
  

IMPORTANT DISCLOSURE INFORMATION

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC
Headquartered at 80 State Street, Albany, NY 12207.

Purshe Kaplan Sterling Investments and McAdam LLC are not affiliated companies.
Investments through PKS or RIA are:
NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL • NOT INSURED BY ANY STATE OR FEDERAL AGENCY