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Partner, Chief Compliance Officer, Portfolio Manager

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.

 

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.