Linsey Harkness

Managing Director, Head of Human Resources @North Capital

Salt Lake City, UT, US
EMAILS
l••••••••@northcapital.com
MOBILE NUMBERS
+18•••••••03

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WORK HISTORY

Apr 2014 — Present

Managing Director, Head of Human Resources @North Capital

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Midvale, UT, US

The North Capital companies, which consist of a registered investment advisor (RIA), a registered broker-dealer, and a private placement technology company launching innovative proprietary funding platforms, are focused on transforming the accessibility, transparency, and cost structure of advisory services and private markets through the use of technology. The leadership of North Capital Inc. have decades of experience in the global financial markets and specialize in tackling complex financial and investment problems for their clients.North Capital Inc. is a fee-only RIA, founded in 2008, offering advisory services and discretionary investment management to individuals, families, start-up companies and institutional investors. North Capital\'s investment process is grounded in enduring principles: broad diversification, a systematic, open architecture approach to investment selection, low costs, and tax efficiency. The firm is expanding investor access to objective financial planning and investment management through an online advisory platform that it plans to launch later this year.North Capital Inc. has an affiliated broker-dealer: North Capital Private Securities (NCPS), launched in 2011, to originate and distribute private funds and the securities of private companies. North Capital Inc. also has an affiliated technology company: North Capital Investment Technology (NCIT), launched in 2014, to provide technology for the financial services industry to facilitate the offering, transaction, and settlement of private placements. NCPS, through its growing network of affiliates, and NCIT, through its proprietary funding platforms and technology, aim to transform the private capital markets by dramatically expanding investors’ access to deals and issuers’ access to capital. North Capital has offices in San Francisco, Salt Lake City, Benicia, CA and New York.

EDUCATION

2000 — 2003

Westminster University

BS, Accounting

SKILLS

CreditFinancial ModelingPortfolio ManagementNegotiationLoansPrivate EquityInvestmentsDue DiligenceBankingRisk ManagementAsset ManagmentAsset ManagementCorporate FinanceReal EstateInvestment PropertiesMicrosoft ExcelInsuranceReal Estate TransactionsBusiness PlanningLeadershipStrategic PlanningVenture CapitalFinance

ABOUT LINSEY HARKNESS

Managing Director at North Capital Private Securities Corporation

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