Profiel
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.
Eerdere bekende functies van Marilee Bartl
Bedrijven | Functie | Einde |
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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 van Onderzoek - Eigen Vermogen | 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. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Marilee Bartl
Michigan State University | Undergraduate Degree |
Western Michigan University | Masters Business Admin |
Ervaring
Beklede functies
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Bedrijven in privébezit | 2 |
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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 |