Experience: Joined NPF in 2012; prior roles include Investment Analyst at RDV Corporation, Associate Financial Architect at KPMG (Equaterra), and Commercial Credit Analyst at Mercantile Bank
Credentials: Chartered Financial Analyst® charterholder and CERTIFIED FINANCIAL PLANNER™ professional
Memberships: CFP Let’s make a plan, CFA Institute
Education: BBA with Honors in Finance and Accounting from Grand Valley State University
Community: Chair, Board of Directors, Catholic Charities West Michigan; Finance Committee and Investment Committee of St. Cecilia Music Center
Dan Lupo, CFA, CFP®
