Park Capital Management, LLC

Alyssa Thompson is a financial advisor with Park Capital Management, LLC in Madison, WI, holding a Series 65 designation and seven years of industry experience. She has been with Park Capital since 2017 and previously worked at Hausmann-Johnson Insurance. Thompson serves as the Treasurer for the Fort Atkinson branch of the American Association of University Women, overseeing the organization’s financial operations. Park Capital Management, LLC is an SEC-registered advisory firm managing approximately $733 million for around 525 clients. The firm offers investment management, financial planning, and 401(k) plan consulting services, emphasizing discretionary portfolio management with a long-term, buy-and-hold approach tailored to client objectives and risk tolerance.

Daniel Spellman is a financial advisor at Park Capital Management, LLC in Madison, WI, holding Series 63 and Series 65 licenses with 22 years of industry experience. His prior work includes roles at UPS and American Lending Solutions. Park Capital Management, LLC is an SEC-registered advisory firm managing approximately $733 million for about 525 clients through a five-advisor team. The firm offers investment management, financial planning, and 401(k) plan consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities, emphasizing discretionary portfolio management with a long-term, buy-and-hold approach supported by quantitative analysis and outside research.

Cameron Gray is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Park Capital Management, LLC since 2018. Prior to joining Park Capital, he worked at PNC Investments and Morgan Stanley in various capacities. He is also a licensed insurance agent and may recommend life insurance products as part of his services. Park Capital Management, LLC is an SEC-registered firm managing approximately $733 million for around 525 clients. The firm offers investment management, financial planning, and 401(k) plan consulting, focusing on discretionary portfolio management tailored to individual client objectives and employing quantitative analysis and outside research in its investment process.

John Friar is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Park Capital Management, LLC. He previously worked at Purshe Kaplan Sterling Investments from 2014 to 2020. Friar is also a licensed insurance agent. Park Capital Management is an SEC-registered advisory firm managing approximately $733 million for around 525 clients. The firm offers investment management, financial planning, and 401(k) plan consulting services, employing a long-term, buy-and-hold investment approach combined with quantitative analysis and third-party managers as appropriate.

Clinton Bauch is a CFP® professional with 29 years of industry experience, currently serving as a financial advisor at Park Capital Management, LLC. He has been with Park Capital Management and Purshe Kaplan Sterling Investments since 2012. Outside of his advisory role, he is a partner in an investment LLC involved with convertible notes related to Sundial Growers Inc. Park Capital Management, LLC is an SEC-registered advisory firm managing approximately $733 million for about 525 clients through a five-advisor team. The firm offers investment management, financial planning, and retirement plan consulting services, employing a long-term, buy-and-hold investment approach with portfolio construction supported by quantitative analysis and third-party managers.