Park Avenue Capital

06/03/2026

In a famous study, participants counting basketball passes often missed something shocking—a person in a gorilla suit walking right across the screen.

Today’s markets may be no different. As Big Tech continues to dominate headlines and portfolios, what might investors be overlooking?

Join us for this exclusive webinar on June 24th, hosted by our Chief Investment Officer, Christopher Bremer.

DM us for details.

06/01/2026

The hottest IPOs in the market are often sold as rare, must‑have opportunities.

What’s frequently overlooked is how exposure to innovation actually enters portfolios. An investor may already participate in the growth of companies like OpenAI, Anthropic, and other private innovators through existing public‑market relationships — via companies that fund, partner with, and commercialize their technology.

This type of exposure can come with meaningful advantages: daily liquidity, transparent pricing, low costs, and no lockups or forced holding periods.

Is your portfolio built to capture long‑term innovation — without chasing complexity or hype?

Explore our perspective on IPOs, indexing, and planning‑first investing: http://spr.ly/6186B8VHv8

05/31/2026

We are in search of a Client Service Associate to join our team!

Our Client Service Associates are responsible for assisting Lead and Associate Advisors to provide exceptional service to the clients of Park Avenue Capital. This role requires outstanding attention to detail, organizational and communication skills. This is a hybrid role, based out of our New York City location.

To learn more or apply:
http://spr.ly/6188B8nAWj

05/29/2026

Are you ready for the Advisor Summit this October?

Don’t miss Dan McCoy, President of Park Avenue Capital, and his session on: “Building the Foundation of Scale.”

If you’re a Northwestern Mutual advisor seeking perspectives on building operational infrastructure for your firm, creating capacity for growth, and laying the groundwork for long-term scalability in today’s advisory environment - this is for you.

Summit Date: October 5–7, 2026
Location: MGM Grand | Las Vegas

Message us for details.

05/28/2026

The team was in full force at Northwestern Mutual's Wealth Management Symposium.

We are grateful for the opportunity to learn, share best practices, and connect with our joint work partners and peers.

05/27/2026

There’s no question that companies like OpenAI, SpaceX, and Anthropic are extraordinary businesses shaping the future of the global economy.

But successful investing requires separating business innovation from asset pricing. History consistently shows that IPOs, on average, have underperformed simple, diversified equity exposure — often while carrying higher volatility and greater behavioral risk.

IPO performance isn’t about the quality of the companies. It is instead about valuation, timing, and the cost of manufactured scarcity.

Read our latest market commentary on IPOs, scarcity, and long‑term investing discipline: http://spr.ly/6188B8pAxi

05/21/2026

Have you met our Chief Growth Officer and Wealth Advisor, Daniel Paige?

With more than 20 years of experience, Dan has been a trusted member of the Park Avenue Capital team, bringing a thoughtful and steady approach to every client relationship. In this video, he shares more about his background, how he approaches working with clients, and what he believes matters most in financial advising.

To learn more about working with Dan, visit our website or message us.

05/19/2026

We had the privilege of hosting several of our joint work partners and fellow advisors for an intimate dinner at the Northwestern Mutual Wealth Management Symposium. Grateful for the time together and the continued partnership.

05/19/2026

One of the most common reasons families delay diversifying a concentrated stock position is concern over capital gains taxes.

But “doing nothing” can carry its own costs — including market volatility, company‑specific risk, and missed planning opportunities.

The good news is that there are multiple ways to thoughtfully address concentrated stock positions. Depending on your situation, strategies may include staged selling, annual gifting, or incorporating charitable vehicles such as donor‑advised funds (DAFs) or charitable remainder trusts (CRTs).

If this is you, you can explore our perspective on planning solutions for unwinding concentrated stock positions here: http://spr.ly/6189BBsVxv

05/13/2026

We’re proud to be part of a company that continues to invest in the future. Northwestern Mutual’s new $150M commitment through NMFV Fund III—bringing total venture investments to $350M—builds on years of momentum supporting 50+ innovative startups.

We’re seeing the impact of these investments firsthand, and it reinforces a vision we believe in: staying ahead of the curve, enhancing how we serve clients, and shaping the future of financial planning.

Thank you, Northwestern Mutual!

Northwestern Mutual is taking another significant step to drive innovation in the financial services industry, announcing a new $150 million investment to support promising startups across the...