Park Capital Management, LLC

Alyssa Thompson is a financial advisor at Park Capital Management, LLC in Madison, WI, holding a Series 65 license with eight years of industry experience. She has been with Park Capital Management since 2017 and previously worked at Hausmann-Johnson Insurance. In addition to her advisory role, she serves as Treasurer for the Fort Atkinson branch of the American Association of University Women. Park Capital Management provides investment consulting and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm employs asset-allocation frameworks and quantitative risk/return analysis with a long-term investment orientation while offering fiduciary services, 401(k) consulting, and access to specialized investment strategies.

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® with 13 years of industry experience, currently serving as an advisor at Park Capital Management, LLC since 2018. He previously worked at PNC Investments, LLC and Morgan Stanley. Gray is also a licensed insurance agent and may recommend insurance products as part of his client services. Park Capital Management, LLC provides investment consulting and portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm employs asset-allocation frameworks and quantitative analysis with a long-term buy-and-hold approach, offering a range of specialized investment strategies and fiduciary services.

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® with 30 years of industry experience, currently with Park Capital Management, LLC since 2012. His prior experience includes roles at Purshe Kaplan Sterling Investments, Cambridge Investment Research Advisors, and M&I Financial Advisors. Outside of his advisory role, he is a partner in an LLC formed to invest in convertible notes with Sundial Growers Inc. Park Capital Management, LLC serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients through investment consulting and portfolio management. The firm employs a long-term, asset-allocation driven investment approach supplemented by quantitative optimization and may utilize third-party managers and specialized strategies.