Linus Park, CFA®, CFP®, MSF

With more than ten years of experience as an entrepreneur, project manager and consultant and over 15 years of experience in investment management, Linus brings a unique perspective that combines insights from his multi-faceted business background. As the firm’s investment director responsible for investment research and portfolio construction, Linus has successfully guided the firm with excellent investment results for more than a decade.

Linus is a magna cum laude graduate at Northwestern University and holds a Master of Science in finance from the College for Financial Planning. He is a Certified Financial Planner and a Chartered Financial Analyst, and part of his summer is spent teaching investment management course at Northwestern University. He lives in Chicago, where he and his wife are raising three daughters.