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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| NPF Investment Advisors | Portfolio Manager | Aug 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 University | Adjunct Professor | Aug 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. |
| ADIA | Head 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 ... |
| Capitalia | Senior Portfolio Manager | Apr 2005 to Aug 2007 | Lead Manager for US Mutual Fund and US Equity Selection for Global Funds. Extensive financial analysis and modeling. |
| Ras Asset Management | Senior Portfolio Manager | May 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 Analyst | Jan 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
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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