Dan Lupo
Membre du Comité d'Investissement chez Norris, Perne & French LLP
Profil
Daniel James Lupo's current job is as a Partner & Investment Advisor at Norris, Perne & French LLP.
Mr. Lupo's former jobs include being a Principal at EquaTerra, Inc., a Senior Investment Analyst at RDV Corp., and a Principal at Mercantile Bank of Michigan.
Mr. Lupo obtained an undergraduate degree from Grand Valley State University (Michigan) in 2008.
Postes actifs de Dan Lupo
| Sociétés | Poste | Début |
|---|---|---|
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. | Membre du Comité d'Investissement | 01/10/2012 |
Anciens postes connus de Dan Lupo
| Sociétés | Poste | Fin |
|---|---|---|
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 |
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 | - |
Formation de Dan Lupo
| Grand Valley State University (Michigan) | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 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 |