Park State Asset Management LLC

Daniel Carman is a CFA® charterholder with one year of experience at Park State Asset Management LLC. He has prior experience at Alapocas Investment Partners, Bank of America, Boston College Carroll School of Management, State Street Bank, and Zetroz. Outside of his advisory roles, he serves as a portfolio manager at Alapocas Investment Partners. Park State Asset Management provides discretionary and, in some cases, non-discretionary investment management services to individuals, high-net-worth clients, charitable organizations, retirement plans, and trusts. The firm employs a fundamental and concentrated investment approach, focusing on deep company-level analysis to construct global equity portfolios of 15–20 high-quality businesses for long-term ownership, along with Conservative and Balanced strategies.

Laura Mok is a CFP® with one year of experience, currently serving as an advisor at Park State Asset Management LLC. She has prior experience at Alapocas Investment Partners, Inc., where she also holds roles as Chief Compliance Officer, trader, and head of operations. Park State Asset Management provides discretionary investment management and portfolio services to individuals, high-net-worth clients, charitable organizations, retirement plans, and trusts. The firm emphasizes a fundamental and concentrated investment approach, focusing on deep company-level analysis and constructing global equity portfolios intended for long-term ownership.

William Furber is a financial advisor at Park State Asset Management LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Raymond James & Associates, Inc. and Deutsche Bank Securities Inc. Furber joined Park State Asset Management in 2025. Park State Asset Management provides discretionary and, in some cases, non-discretionary portfolio services to individuals, high-net-worth clients, charitable organizations, retirement plans, and trusts. The firm employs a fundamental and concentrated investment approach, focusing on deep company-level analysis and typically constructing Global Equity portfolios of 15–20 high-quality businesses for long-term ownership.