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Denise Margolis Farkas
Corporate Officer/Principal chez
Sigma Investment Counselors, Inc.
Profil
Ms. Denise M.
Farkas, CFA MBA, is an Executive Vice President & Wealth Advisor at Sigma Investment Counselors, Inc. She joined the firm in 2007 and brings more than 30 years of investment-related experience to the firm.
In addition to her role as Executive Vice President, she also serves as a relationship officer and wealth advisor on client accounts.
Prior to joining Sigma, Ms. Farkas was Director of Research at a Cleveland-based investment advisory firm.
He holds a BBA from Emory University and an MBA from the Weatherhead School of Management at Case Western Reserve University.
She became a Chartered Financial Analyst (CFA®) in 1991.
Postes actifs de Denise Margolis Farkas
| Sociétés | Poste | Début |
|---|---|---|
Sigma Investment Counselors, Inc.
 Sigma Investment Counselors, Inc. Investment ManagersFinance Sigma’s investment analysis process involves a combination of financial media publications, qualitative research sources and quantitative valuation resources. The firm’s equity investing strategy focuses on diversification across sectors, market capitalization and countries. Equity exposure is often accomplished through the use of exchange-traded funds (ETFs) and individual common stocks. Their equity investments tend to be long-term in nature with relatively low turnover. Sigma’s fixed income investing strategy utilizes a diversified ladder of individual fixed income securities and/or bond mutual funds/ETFs designed to target an optimum balance between risk and return. | Corporate Officer/Principal | 01/01/2025 |
Anciens postes connus de Denise Margolis Farkas
| Sociétés | Poste | Fin |
|---|---|---|
Spero-Smith Investment Advisers, Inc.
 Spero-Smith Investment Advisers, Inc. Investment ManagersFinance Spero-Smith Investment Advisers primarily allocates their clients' investment management assets among individual debt and equity securities, and various mutual fund classes, on a discretionary basis, in accordance with the investment objectives of the client. Portfolios are well diversified, with companies that demonstrate improving levels of profitability. The firm conducts ongoing analysis of mutual funds and maintain a list of recommended funds meeting their criteria within a diversified range of investment styles and market sectors. Spero-Smith's fixed-income management approach focuses on the preservation of capital. The fixed-income portion of portfolios includes a combination of short- and intermediate-term treasury or municipal bonds, highly rated corporate bonds and preferred stock issues. Often, a laddered maturity approach is developed as part of a strategy to meet ongoing cash flow needs. | Directeur de la Recherche - Actions | 31/12/2006 |
Formation de Denise Margolis Farkas
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
70
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Sigma Investment Counselors, Inc.
Sigma Investment Counselors, Inc. Investment ManagersFinance Sigma’s investment analysis process involves a combination of financial media publications, qualitative research sources and quantitative valuation resources. The firm’s equity investing strategy focuses on diversification across sectors, market capitalization and countries. Equity exposure is often accomplished through the use of exchange-traded funds (ETFs) and individual common stocks. Their equity investments tend to be long-term in nature with relatively low turnover. Sigma’s fixed income investing strategy utilizes a diversified ladder of individual fixed income securities and/or bond mutual funds/ETFs designed to target an optimum balance between risk and return. | Finance |
Spero-Smith Investment Advisers, Inc.
Spero-Smith Investment Advisers, Inc. Investment ManagersFinance Spero-Smith Investment Advisers primarily allocates their clients' investment management assets among individual debt and equity securities, and various mutual fund classes, on a discretionary basis, in accordance with the investment objectives of the client. Portfolios are well diversified, with companies that demonstrate improving levels of profitability. The firm conducts ongoing analysis of mutual funds and maintain a list of recommended funds meeting their criteria within a diversified range of investment styles and market sectors. Spero-Smith's fixed-income management approach focuses on the preservation of capital. The fixed-income portion of portfolios includes a combination of short- and intermediate-term treasury or municipal bonds, highly rated corporate bonds and preferred stock issues. Often, a laddered maturity approach is developed as part of a strategy to meet ongoing cash flow needs. | Finance |
Emory University
 Emory University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Case Western Reserve University
 Case Western Reserve University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
