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Dave Doppel

Dave Doppel

Portfolio Manager at Norris Perne & French Llp/mi

Grand Rapids, MI , United States

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

OrganizationRoleDate RangeDetails
NPF Investment AdvisorsPortfolio ManagerDec 2023 to Present
NPF Investment AdvisorsOperations ManagerMar 2021 to Dec 2023
USA FinancialPrincipal Account ManagerFeb 2016 to Mar 2021
ThinkLiquidityRisk ManagementSep 2014 to Feb 2016
GAIN CapitalGlobal Risk ManagementOct 2013 to Sep 2014
GFT MarketsManager, Global Risk ManagementNov 2011 to Oct 2013
GFT MarketsSenior, Global Risk ManagementOct 2007 to Nov 2011

Education

Aquinas College

Bachelor, Business (BSBA)

Skills & Expertise

Microsoft Excel
Trading Systems
Financial Services
Investments
Orion
Trading
Financial Markets
Finance
Analytical Skills
Retirement Planning
Analysis
Business Analysis
CFDs
Currency
Spreadsheets
Project Management
Trading Strategies
Foreign Currency
Microsoft Word
Technical Analysis
FX trading
Foreign Exchange
Strategic Planning
Business Strategy
Software Development
Salesforce.com
Commodity
Electronic Trading
Equities
Options
FX Options
Derivatives
AML
Marketing
Risk Management
Leadership
Hedging

Others at Norris Perne & French Llp/mi (5)

NameRoleLocation
Glenn Hefner
Glenn Hefner
Portfolio ManagerGrand Rapids, MI , United States
J
John Darling
PartnerGrand Rapids, MI , United States
Kurt Arvidson
Kurt Arvidson
Partner- Portfolio ManagerGrand Rapids, MI , United States
Tyler Bosgraaf
Tyler Bosgraaf
PartnerGrand Rapids, MI , United States
Elly Zandee
Elly Zandee
Research AnalystGrand Rapids, MI , United States

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