Dan Lupo

Medlem av Investeringskommittén på

Norris, Perne & French LLP

40 år

28 relationer

Finance

Commercial Services

Consumer Services

Profil

Mr. Daniel J.
Lupo, CFA, is a Partner & Investment Advisor at Norris, Perne & French LLP.
He joined the firm in 2012.
Mr. Lupo was previously employed as an Investment Analyst at RDV Corporation, Associate Financial Architect at KPMG (Equaterra), and Commercial Credit Analyst at Mercantile Bank.
He received his BBA with Honors in Finance and Accounting from Grand Valley State University (Michigan).
He holds Certified Financial Planner.

Aktiva positioner av Dan Lupo

Företag	Position	Start
Norris, Perne & French LLP Norris, Perne & French LLP Investment ManagersFinance NPF aims to build a tailored portfolio that helps clients protect and grow their wealth by utilizing a disciplined, research-based approach, ensuring customized asset allocation, and taking accountability for the decisions the firm makes. NPF employs an active investing approach and uses proprietary investment process to hand-pick the right stocks and bonds within the right allocation.	Medlem av Investeringskommittén	2012-10-01

Alla aktiva positioner av Dan Lupo

Tidigare kända positioner av Dan Lupo

Företag	Position	Slut
Mercantile Bank of Michigan Mercantile Bank of Michigan Regional BanksFinance Operates as a state chartered commercial bank	Företagsledare/Principal	2007-12-31
RDV Corp. RDV Corp. Financial ConglomeratesFinance Operates as a private investment and financial management firm	Företagsledare/Principal	-
EquaTerra, Inc. EquaTerra, Inc. Miscellaneous Commercial ServicesCommercial Services Provides outsourcing, advisory, governance, and research services	Företagsledare/Principal	-

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Kopplade företag

Privata företag	5
Norris, Perne & French LLP Norris, Perne & French LLP Investment ManagersFinance NPF aims to build a tailored portfolio that helps clients protect and grow their wealth by utilizing a disciplined, research-based approach, ensuring customized asset allocation, and taking accountability for the decisions the firm makes. NPF employs an active investing approach and uses proprietary investment process to hand-pick the right stocks and bonds within the right allocation.	Finance
EquaTerra, Inc. EquaTerra, Inc. Miscellaneous Commercial ServicesCommercial Services Provides outsourcing, advisory, governance, and research services	Commercial Services
Grand Valley State University (Michigan) Grand Valley State University (Michigan) Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
RDV Corp. RDV Corp. Financial ConglomeratesFinance Operates as a private investment and financial management firm	Finance
Mercantile Bank of Michigan Mercantile Bank of Michigan Regional BanksFinance Operates as a state chartered commercial bank	Finance