Profil
Marilee Kristen Bartl worked as a Principal at Arcadia Investment Management Corp.
and as a Partner, Strategy Lead & Portfolio Manager at Norris, Perne & French LLP from 2015 to 2022.
She received an undergraduate degree from Michigan State University in 1995 and an MBA from Western Michigan University in 1998.
Anciens postes connus de Marilee Bartl
| Sociétés | Poste | Fin |
|---|---|---|
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. | Directeur de la Recherche - Actions | 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. | Gestionnaire de Portefeuille-Actions | - |
Formation de Marilee Bartl
| Michigan State University | Undergraduate Degree |
| Western Michigan University | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 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 |
