Linus Park, CFA®, CFP®
Investment Director
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 • Bachelors of Science in Economics & Organizational Behavior Northwestern
University • Masters of Science in Finance College for Financial Planning
