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Partner, Strategy Lead, 
Portfolio Manager

Partner, Strategy Lead, Portfolio Manager

people marilee full 2018Marilee joined NPF in 2015 after a 17-year career with a Kalamazoo-based Registered Investment Advisory firm, where she served as a Partner for the last decade. Prior to that, she worked at First of America Investment Corporation. She is a graduate of Michigan State University and James Madison College, and she earned an MBA from Haworth College of Business at Western Michigan University. She holds the Certified Private Wealth Advisor (CPWA®) designation and is a member of the Investment Management Consultant's Association®.

Marilee is a portfolio manager and a member of the firm’s investment committee, and she leads the equity research and stock selection for the NPF Core Growth Strategy.

 

We are a trusted investment advisor known for helping clients preserve their wealth and create peace of mind through active investment management, comprehensive and focused financial planning, and a tailored and coordinated service experience. We have served clients in Grand Rapids, West Michigan, and throughout the state and country since 1933.