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 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®)
Bachelor’s of Science in Economics & Organizational Behavior – Northwestern University
Masters of Science in Finance – College for Financial Planning
Philadelphia1880 JFK Blvd.
Philadelphia, PA 19103
215-399-9350 • Tysons Corner7918 Jones Branch Drive
Tysons Corner, VA 22102
703-677-9300 • Chicago141 W Jackson Blvd
Chicago, IL 60604
312-509-4500 • Boston84 State Street
Boston, MA 02109
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