Denise Margolis Farkas

Directeur en chef des Investissements chez Sigma Investment Counselors, Inc.

Profil

Ms. Denise M.
Farkas, CFA MBA, is Chief Investment Officer and Wealth Advisor at Sigma Investment Counselors, Inc. She brings more than 30 years of investment related experience to the firm.
She chairs Sigma's Investment Committee and oversees the investment research process.
She also serves as a relationship officer and portfolio manager on client accounts.
Prior to joining Sigma in 2007, She was Director of Research at a Cleveland-based investment advisory firm.
She is a member of the Board of Trustees of Rainbow Babies and Children's Foundation and chairs their Investment Committee.
She is also a member of the Board of Trustees of Hathaway Brown School.
She currently is a member of the Jewish Community Federation of Cleveland's Finance and Investment Committee and as a member and Past Chair of the Investment Committee of B'nai Jeshurun Congregation.
She served on the Board of Governors of CFA Institute from 1999 through 2005.
From 2001 - 2005 she served on the Board's Executive Committee as Audit Chair.
She is also past Chair of the Capital Markets Policy Committee at CFA Institute and served as a member of CFA Institute's Curriculum Executive Advisory Board.
She holds a business degree from Emory University and an MBA from the Weatherhead School of Management at Case Western Reserve University.
She became a Chartered Financial Analyst in 1991.

Postes actifs de Denise Margolis Farkas

Sociétés	Poste	Début
Sigma Investment Counselors, Inc.	Directeur en chef des Investissements	01/02/2007

Anciens postes connus de Denise Margolis Farkas

Sociétés	Poste	Fin
Spero-Smith Investment Advisers, Inc.	Directeur de la Recherche - Actions	31/12/2006

Formation de Denise Margolis Farkas

Emory University	Undergraduate Degree
Case Western Reserve University	Masters Business Admin