Partner, Chief Compliance Officer, Portfolio Manager

people chad fullChad is a graduate of Michigan State University. He holds both the Chartered Financial Analyst (CFA) and Certified Private Wealth Advisor (CPWA®) designations. Prior to joining NPF in 2007, Chad worked as a commercial paper trader at GMAC Financial Services. He later joined the company’s Latin American Treasury operation as a financial analyst. In addition to his work as a portfolio manager, Chad serves as the firm's Chief Compliance Officer and is also a member of the firm’s investment committee.

Chad serves on the Porter Hills Professional Advisory Committee and is a member of the Spectrum Health Community Council.

 

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