![Dan Lupo](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Dan Lupo
Membro del Comitato di Investimento presso
Norris, Perne & French LLP
Profilo
Mr. Daniel J.
Lupo, CFA, is a Partner & Investment Advisor at Norris, Perne & French LLP.
He joined the firm in 2012.
Mr. Lupo was previously employed as an Investment Analyst at RDV Corporation, Associate Financial Architect at KPMG (Equaterra), and Commercial Credit Analyst at Mercantile Bank.
He received his BBA with Honors in Finance and Accounting from Grand Valley State University (Michigan).
He holds Certified Financial Planner.
Posizioni attive di Dan Lupo
| Società | Posizione | Inizio |
|---|---|---|
Norris, Perne & French LLP
 Norris, Perne & French LLP Investment ManagersFinance NPF aims to build a tailored portfolio that helps clients protect and grow their wealth by utilizing a disciplined, research-based approach, ensuring customized asset allocation, and taking accountability for the decisions the firm makes. NPF employs an active investing approach and uses proprietary investment process to hand-pick the right stocks and bonds within the right allocation. | Membro del Comitato di Investimento | 01/10/2012 |
Precedenti posizioni note di Dan Lupo
| Società | Posizione | Fine |
|---|---|---|
Mercantile Bank of Michigan
 Mercantile Bank of Michigan Regional BanksFinance Operates as a state chartered commercial bank | Corporate Officer/Principal | 31/12/2007 |
RDV Corp.
 RDV Corp. Financial ConglomeratesFinance Operates as a private investment and financial management firm | Corporate Officer/Principal | - |
EquaTerra, Inc.
 EquaTerra, Inc. Miscellaneous Commercial ServicesCommercial Services Provides outsourcing, advisory, governance, and research services | Corporate Officer/Principal | - |
Formazione di Dan Lupo
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
28
Relazioni di 1° grado
5
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 5 |
|---|---|
Norris, Perne & French LLP
Norris, Perne & French LLP Investment ManagersFinance NPF aims to build a tailored portfolio that helps clients protect and grow their wealth by utilizing a disciplined, research-based approach, ensuring customized asset allocation, and taking accountability for the decisions the firm makes. NPF employs an active investing approach and uses proprietary investment process to hand-pick the right stocks and bonds within the right allocation. | Finance |
EquaTerra, Inc.
EquaTerra, Inc. Miscellaneous Commercial ServicesCommercial Services Provides outsourcing, advisory, governance, and research services | Commercial Services |
Grand Valley State University (Michigan)
 Grand Valley State University (Michigan) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
RDV Corp.
RDV Corp. Financial ConglomeratesFinance Operates as a private investment and financial management firm | Finance |
Mercantile Bank of Michigan
Mercantile Bank of Michigan Regional BanksFinance Operates as a state chartered commercial bank | Finance |
