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About
Dave Doppel is a Portfolio Manager at NPF Investment Advisors (NORRIS PERNE & FRENCH LLP/MI) in Grand Rapids, Michigan, where he is responsible for supporting client portfolios through research and analysis of fixed income investments. His role involves conducting exhaustive research on potential investment opportunities and continuously monitoring existing holdings to ensure optimal performance and alignment with client objectives.
Dave specializes in fixed income investments, with a focus on thorough research and risk management within this asset class. His expertise extends to portfolio management, financial research, investment counseling, and risk analysis, reflecting his commitment to delivering tailored solutions for clients.
Prior to joining NPF Investment Advisors in March 2021 as Operations Manager, Dave served as Principal Account Manager at USA Financial. He holds a Bachelor of Science in Business Administration from Aquinas College and is a Chartered Financial Analyst (CFA) charterholder, a distinction earned through rigorous study and demonstrated expertise in the investment field. Dave’s dedication to professional development and client-focused service has contributed significantly to his success and recognition within the investment industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| NPF Investment Advisors | Portfolio Manager | Dec 2023 to Present | — |
| NPF Investment Advisors | Operations Manager | Mar 2021 to Dec 2023 | — |
| USA Financial | Principal Account Manager | Feb 2016 to Mar 2021 | — |
| ThinkLiquidity | Risk Management | Sep 2014 to Feb 2016 | — |
| GAIN Capital | Global Risk Management | Oct 2013 to Sep 2014 | — |
| GFT Markets | Manager, Global Risk Management | Nov 2011 to Oct 2013 | — |
| GFT Markets | Senior, Global Risk Management | Oct 2007 to Nov 2011 | — |
Education
Aquinas College
Bachelor, Business (BSBA)
Skills & Expertise
Others at Norris Perne & French Llp/mi (5)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Grand Rapids, MI , United States | |
J John Darling | Partner | Grand Rapids, MI , United States |
| Partner- Portfolio Manager | Grand Rapids, MI , United States | |
| Partner | Grand Rapids, MI , United States | |
| Research Analyst | Grand Rapids, MI , United States |
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