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.

Now, as an owner himself, Dan says he is even more invested — no pun intended — in the business and its clients. “The biggest effect of becoming a partner is that I have a greater voice in how we can deliver additional value to our clients.”

For Marilee, this promotion is a confirmation of her decision to leave a prior partnership and come to NPF in 2015. “I was thrilled to join NPF and continue to be amazed at the depth of talent across the board,” she says.

Stock selection strategy is Marilee’s passion, and she’ll continue to focus on it as she takes on partnership duties. “This is what I always aspired to,” she says. “I’m proud of what we have done and continue to do to refine and elevate our processes.”

Both new partners are enthusiastic about the future direction of the firm, and offering more comprehensive financial advice to clients. Dan recently earned the Certified Financial Planner (CFP®) designation and Marilee achieved the Certified Private Wealth Advisor (CPWA®) designation — part of an ongoing initiative to expand the firm’s services.

“Our goal is to help people build the wealth they need to live the life they want,” sums up Dan. “The relationships we build with clients and the impact we can have on their lives is the best part of this job.”

Step One

Step Two

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