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Partner, Portfolio Manager

Partner, Portfolio Manager

people dan full 2018

Dan is an honors graduate of Grand Valley State University. He holds both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations. Prior to joining NPF in 2012, Dan held positions with Mercantile Bank of Michigan, EquaTerra (now part of KPMG), and RDV Corporation.

Dan is a partner and portfolio manager at NPF. He provides comprehensive wealth planning & investment portfolio management to both individual families and institutional clients. Dan is also a member of the investment committee at NPF, supporting both equity and fixed income security selection.

He is committed to the West Michigan community and serves on the Board of Directors of Catholic Charities West Michigan.

What is the CFA Designation?

The Chartered Financial Analyst designation represents the gold standard in advanced investment analysis and portfolio management, accompanied with a strict emphasis in ethical practice.  To earn the CFA Charter, candidates must pass three six-hour exams, have obtained a Bachelor's degree, have four years of qualified work experience, and agree to adhere to the CFA Institute Code of Ethics and Standards of Professional Conduct.

Learn more about our investment services here.

What is the CFP® Certification?

The CERTIFIED FINANCIAL PLANNERTM certification represents rigorous professional standards in the practice of financial planning, which includes cash flow analysis, planning for insurance, investments, taxes, retirement, and estate needs.  The CFP® certification requires a commitment to rigorous ethical standards outlined in the CFP Board's Code of Ethics and Standards of Conduct, which are based on the principles of honesty, integrity, competence, and diligence.

Learn more about our planning services here.

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.