The Latest

  ftJune 27, 2019 – Norris, Perné & French (NPF) is pleased to announce it has been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers (RIAs). The list recognizes top independent RIA firms from across the U.S.

This is the sixth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the Financial Times that provides business intelligence on the asset management industry.  The Financial Times is an international business newspaper headquartered in London with over five million readers.

Food From The Heart

On June 17, NPF team members gathered with 751 other volunteers at Van Andel Arena for Heart of West Michigan United Way’s fourth-annual Food From the Heart. In two hours, volunteers packed more than 150,000 nutritious meals that got distributed to food pantries and other hunger-relief agencies throughout Kent County.

marilee dan partner

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.

On November 9th, NPF team members Tyler Bosgraaf, Chad Dutcher, Glenn Hefner and Dan Lupo attended the Grand Valley State University Scholarship dinner as part of our endowed scholarship in the Seidman School of Business finance department.

GVSU Scholarship Dinner

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.

Step One

Step Two

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