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Dan Lupo
Mitglied des Investmentausschusses bei Norris, Perne & French LLP
Aktive Positionen von Dan Lupo
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Norris, Perne & French LLP
![]() Norris, Perne & French LLP Investment ManagersFinance Norris, Perne & French LLP (NPF) is a private wealth management firm and registered investment advisor headquartered in Grand Rapids, Michigan. The firm was founded in 1933 by Abbott Norris, Ford Perné & Charles French. NPF provides advisory services to individuals, banks, foundations, endowments, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities, school districts and state or municipal governments. | Portfolio Manager-Aktien | 01.07.2016 | - |
Mitglied des Investmentausschusses | 01.10.2012 | - | |
Analyst-Equity | 01.10.2012 | 01.06.2016 |
Karriereverlauf von Dan Lupo
Ehemalige bekannte Positionen von Dan Lupo
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Mercantile Bank of Michigan
![]() Mercantile Bank of Michigan Regional BanksFinance Mercantile Bank of Michigan provides financial products and services. The firm offers checking, savings, and student accounts. Its lending portfolio includes mortgage loan products; consumer loans, such as home equity, automobile, recreational vehicle, personal, and overdraft protection loans; and business loans comprising small business administration financing options. The company was founded in 1997 and is headquartered in Grand Rapids, MI. | Corporate Officer/Principal | 31.12.2007 | 31.12.2007 |
RDV Corp.
![]() RDV Corp. Financial ConglomeratesFinance RDV Corp. operates as a private investment and financial management company. Its services include investment management, tax, personal services, estate planning, and foundation administration services. The company is headquartered in Grand Rapids, MI. | Corporate Officer/Principal | - | - |
EquaTerra, Inc.
![]() EquaTerra, Inc. Miscellaneous Commercial ServicesCommercial Services EquaTerra, Inc. provides advisory services in information technology (IT) and business process transformation. It offers advisory services in the areas of finance and accounting, human resources, information technology, real estate services and facilities management, supply chain, procurement, business processes and shared services. The company was founded in 2003 and is headquartered in Houston, TX. | Corporate Officer/Principal | - | - |
Ausbildung von Dan Lupo
Grand Valley State University (Michigan) | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 6 |
Operativ
Corporate Officer/Principal | 3 |
Analyst-Equity | 1 |
Investment Committee Member | 1 |
Sektoral
Finance | 4 |
Commercial Services | 2 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 4 |
---|---|
Norris, Perne & French LLP
![]() Norris, Perne & French LLP Investment ManagersFinance Norris, Perne & French LLP (NPF) is a private wealth management firm and registered investment advisor headquartered in Grand Rapids, Michigan. The firm was founded in 1933 by Abbott Norris, Ford Perné & Charles French. NPF provides advisory services to individuals, banks, foundations, endowments, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities, school districts and state or municipal governments. | Finance |
Mercantile Bank of Michigan
![]() Mercantile Bank of Michigan Regional BanksFinance Mercantile Bank of Michigan provides financial products and services. The firm offers checking, savings, and student accounts. Its lending portfolio includes mortgage loan products; consumer loans, such as home equity, automobile, recreational vehicle, personal, and overdraft protection loans; and business loans comprising small business administration financing options. The company was founded in 1997 and is headquartered in Grand Rapids, MI. | Finance |
EquaTerra, Inc.
![]() EquaTerra, Inc. Miscellaneous Commercial ServicesCommercial Services EquaTerra, Inc. provides advisory services in information technology (IT) and business process transformation. It offers advisory services in the areas of finance and accounting, human resources, information technology, real estate services and facilities management, supply chain, procurement, business processes and shared services. The company was founded in 2003 and is headquartered in Houston, TX. | Commercial Services |
RDV Corp.
![]() RDV Corp. Financial ConglomeratesFinance RDV Corp. operates as a private investment and financial management company. Its services include investment management, tax, personal services, estate planning, and foundation administration services. The company is headquartered in Grand Rapids, MI. | Finance |