Dan Lupo

Investment Committee Member at

Norris, Perne & French LLP

40 year

28 connections

Finance

Commercial Services

Consumer Services

Profile

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.

Dan Lupo active positions

Companies	Position	Start
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.	Investment Committee Member	01/10/2012

All active positions of Dan Lupo

Former positions of Dan Lupo

Companies	Position	End
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	-

See the detail of Dan Lupo's experience

Training of Dan Lupo

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Dan Lupo's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	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

See company connections