The Latest

We are pleased to introduce you to Glen Heffner, the newest member of the Norris, Perné & French (NPF) team. Glenn joined the firm in August 2016 as Portfolio Manager.

As NPF grows and diversifies its investment opportunities, we continue to make strategic talent acquisitions that complement and extend our strengths. Glenn’s institutional investment experience and international perspective will benefit our company and our clients in many ways.

Norris, Perné & French (NPF) is proud to announce the promotion of Daniel J. Lupo to the position of Portfolio Manager. Dan joined NPF as a Research Analyst in October 2012 and he assumed his new duties in July 2016.

“My passion is in the investment selection process,” says Dan. “But I also like working with people to help them realize their financial goals. As a Portfolio Manager, I get the best of both worlds—I’m able to draw on my research experience to help clients better understand the investment strategies that address their unique needs.”

Norris, Perné & French (NPF) is pleased to announce the appointment of Stephen B. Wert as the firm’s first Managing Partner.

Steve isn’t a new face at NPF—he joined us in 2007 as a Portfolio Manager and became a Partner in 2009. He’s helped shepherd the growth that now necessitates this change in management structure.

The team at Norris, Perné & French (NPF) would like to introduce you to Marilee K. Bartl. Marilee joined the firm on September 28, 2015 as Managing Director, Portfolio Manager.

As NPF’s client base multiplies, we continue to seek talented professionals who will strengthen and deepen our competencies in key areas.

Step One

Step Two

Partnering with our clients to grow and preserve their wealth through clear, sound, and trusted investment counsel.