News & Views
Norris, Perné & French (NPF) is pleased to announce the appointment of two new partners: Strategy Lead/Portfolio Manager Marilee K. Bartl and Portfolio Manager Daniel J. Lupo were welcomed into the firm’s partnership on January 1, 2019.
“I’m excited to be a part of the incredible legacy here,” says Dan, who joined NPF as a Research Analyst in 2012, eager to delve into the traditional, long-term investment philosophy that has guided the firm since 1933. As his responsibilities expanded and evolved, he came to appreciate the role of local ownership in perpetuating this approach.
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.”
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.