Career history of Marilee Bartl
Former positions of Marilee Bartl
Companies | Position | Start | End |
---|---|---|---|
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. | Analyst-Equity | 28/09/2015 | 12/04/2022 |
Director of Research - Equity | 28/09/2015 | 12/04/2022 | |
Investment Committee Member | 28/09/2015 | 12/04/2022 | |
Portfolio Manager-Equities | 28/09/2015 | 12/04/2022 | |
Arcadia Investment Management Corp.
Arcadia Investment Management Corp. Investment ManagersFinance Arcadia Investment Management Corp. (Arcadia) is an independent, SEC-registered investment advisor headquartered in Kalamazoo, Michigan. Founded in 1987, Arcadia gives investment advice to individuals and families, endowments and foundations. | Portfolio Manager-Equities | - | - |
Portfolio Manager-Fixed Income | 07/07/2010 | - |
Training of Marilee Bartl
Michigan State University | Undergraduate Degree |
Western Michigan University | Masters Business Admin |
Statistics
International
United States | 5 |
Operational
Portfolio Manager-Equities | 2 |
Portfolio Manager-Fixed Income | 1 |
Undergraduate Degree | 1 |
Sectoral
Finance | 3 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 2 |
---|---|
Arcadia Investment Management Corp.
Arcadia Investment Management Corp. Investment ManagersFinance Arcadia Investment Management Corp. (Arcadia) is an independent, SEC-registered investment advisor headquartered in Kalamazoo, Michigan. Founded in 1987, Arcadia gives investment advice to individuals and families, endowments and foundations. | Finance |
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 |
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