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Glenn Hefner

Glenn Hefner

Portfolio Manager at Norris Perne & French Llp/mi

Grand Rapids, MI , United States

About

Glenn Hefner is a Portfolio Manager at NPF Investment Advisors (Norris Perne & French LLP/MI) in Grand Rapids, Michigan, where he oversees client portfolios and is directly responsible for helping clients achieve their long-term financial goals. His work emphasizes ongoing learning and discovery, and he brings over 20 years of investment management experience to his role, including expertise developed through senior positions at major institutions such as the Abu Dhabi Investment Authority and Unicredit Asset Management.

Throughout his career, Hefner has focused on equities and multi-asset portfolio management, with significant experience analyzing and managing investments across global equity markets and alternative asset classes. His tenure as Senior Portfolio Manager at ADIA included leadership responsibilities for equity strategies in the Americas, and he has held additional senior roles at RAS Asset Management, Mercantile Trust, Ryback Asset Management, and A.G. Edwards & Sons.

Hefner is a Chartered Financial Analyst® (CFA) charterholder and holds a BS in Finance from the University of Illinois School of Commerce, as well as an MBA from Thunderbird School of Global Management. His broad expertise in international finance and investment management is complemented by a commitment to integrity, lifelong learning, and cultivating long-term relationships with clients and colleagues in the industry.

Career History

OrganizationRoleDate RangeDetails
NPF Investment AdvisorsPortfolio ManagerAug 2016 to Present
Portfolio Manager for a relatively low risk large cap equity strategy with excellent risk-adjusted returns. Long term, fundamental, high-conviction strategy.
Grand Valley State UniversityAdjunct ProfessorAug 2017 to Jan 2021
Professor of Investments 321, an Introduction to Investment Securities, how to value them, and how to manage a portfolio of diverse investments, including equities, fixed income, and derivatives.
ADIAHead of Equity Opportunities - Americas. Senior Portfolio Manager.Oct 2007 to Aug 2014
Managed ADIA's direct equity investments into the US and Latin America. Engaged in strategic discussions and private investments with public companies. Engaged in deep-dive financial analysis and due ...
CapitaliaSenior Portfolio ManagerApr 2005 to Aug 2007
Lead Manager for US Mutual Fund and US Equity Selection for Global Funds. Extensive financial analysis and modeling.
Ras Asset ManagementSenior Portfolio ManagerMay 2000 to Apr 2005
Lead US Equity Mutual Fund Manager and Head of RAS Advanced Services, a Global TMT Fund. Extensive financial analysis and modeling.
A.G. Edwards & Sons, Inc.Assoc AnalystJan 1996 to Jan 1998
Associate Analyst. Media and Medical Devices.

Education

Thunderbird School of Global Management

1993 1994

University of Illinois Urbana-Champaign

1988 1992

Skills & Expertise

Equities
Portfolio Management
Valuation
Equity Research
Investments
Asset Allocation
Bloomberg
Financial Modeling
Financial Markets
Capital Markets
Emerging Markets
Private Equity
Investment Banking
Hedge Funds
Financial Analysis
Corporate Finance
Chartered Financial Analyst
Economics
Strategic Financial Planning
Due Diligence
Negotiation
Relationship Building
Asset Management
Equity
Investment Management
Investment Strategies
Equity Valuation
Chartered Financial
Wealth Management
Family Office
Strategic Financial

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

NameRoleLocation
Dave Doppel
Dave Doppel
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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