Denise Margolis Farkas
Directeur en chef des Investissements chez Sigma Investment Counselors, Inc.
Provenance du réseau au premier degré de Denise Margolis Farkas
| Entité | Type d'entité | Industrie | |
|---|---|---|---|
Sigma Investment Counselors, Inc.
 Sigma Investment Counselors, Inc. Investment ManagersFinance Sigma Investment Counselors, Inc. (Sigma) is an independent, SEC-registered investment advisor headquartered in Northville, Michigan. Founded in 1973, Sigma offers wealth management and financial advisory services to individuals, high net-worth individuals, trusts, estates, corporate pension and profit-sharing plans, and foundation and endowments.
11
| Private Company | Investment Managers | 11 |
Spero-Smith Investment Advisers, Inc.
 Spero-Smith Investment Advisers, Inc. Investment ManagersFinance Founded in 1984, Spero-Smith Investment Advisers, Inc. is a registered investment advisor located in Cleveland, Ohio. The firm's clients include individuals, business entities, trusts, and pension and profit sharing plans.
9
| Extinct | Investment Managers | 9 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Denise Margolis Farkas via son réseau personnel
| Société | Secteur | Personnes liées | Poste principal |
|---|---|---|---|
| University of Michigan | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree | |
| John Carroll University | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| Miami University | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Detroit Mercy | College/University | Masters Business Admin | |
Westfield Group (Ohio)
 Westfield Group (Ohio) Investment ManagersFinance Westfield Group provides insurance, banking and related financial services. It offers automobile, life and property insurance services. The firm provides flood, motorcycle, car, home, farm and agriculture insurance services. The company has operations in Lancaster and Pennsylvania. It serves the hospitality, health, manufacturing and distribution sectors. Westfield Group was founded in 1848 and is headquartered in Westfield Center, OH. | Investment Managers | Corporate Officer/Principal | |
| University of Mount Union | College/University | Undergraduate Degree | |
| Macquarie University | College/University | Graduate Degree | |
| East China Normal University | College/University | Undergraduate Degree | |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Investment Managers | Corporate Officer/Principal | |
| Eastern Michigan University | College/University | Undergraduate Degree | |
LJPR LLC
 LJPR LLC Investment ManagersFinance LJPR LLC engages in the operation of a financial advisor and wealth management firm. It provides retirement planning. investment management, estate planning, and tax planning. The company was founded by Brian Roehl in1989 and is headquartered in Troy, MI. | Investment Managers | Corporate Officer/Principal | |
Investment Counsel, Inc.
 Investment Counsel, Inc. Investment ManagersFinance Investment Counsel, Inc. is an independent investment advisory firm headquartered in Petoskey, Michigan. The firm was founded in 1929 and is a subsidiary of LaFleur & Godfrey LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Investment Counsel builds and manages a wide range of investment portfolios for various types of clients. | Investment Managers | Corporate Officer/Principal | |
The Vanguard Group, Inc.
 The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent, SEC-registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of funds established as trusts under the laws of the Province of Ontario in Canada and separate account clients of Vanguard's international subsidiaries. | Investment Managers | Public Communications Contact | |
The Ohio University
 The Ohio University Other Consumer ServicesConsumer Services Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation. | College/University | Undergraduate Degree | |
Steward Capital Management, Inc.
 Steward Capital Management, Inc. Investment ManagersFinance Steward Capital Management, Inc. (SCM) is an independent asset management firm headquartered in Bloomfield Hills, Michigan. The firm was founded in 1988 by Anmar Karim Sarafa. SCM provides investment management services to institutional and high-net worth individual investors using equities, fixed-income and diversified funds. | Investment Managers | Corporate Officer/Principal | |
| Oakland University (Michigan) | College/University | Undergraduate Degree | |
| Greater Cleveland Council of The Boy Scouts of America | Corporate Officer/Principal | ||
| Bowling Green State University | College/University | Undergraduate Degree | |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal | |
| Baldwin-Wallace College | College/University | Masters Business Admin | |
| Weatherhead School of Management | College/University | Masters Business Admin | |
| Tufts University | College/University | Undergraduate Degree | |
Ancora Family Wealth Advisors LLC
 Ancora Family Wealth Advisors LLC Investment ManagersFinance Ancora Family Wealth Advisors LLC (AFWA) is a SEC-registered investment advisor and wealth management firm headquartered in Cleveland, Ohio. Formerly known as Ancora Inverness LLC, the firm was founded by Rick Renner in 2003 as Inverness Investment Group LLC. They are wholly-owned by Inverness Holdings LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). AFWA specializes in customized portfolio management for individual investors, high net worth individuals, families, pensions and profit-sharing plans. | Investment Managers | Portfolio Manager-Equities | |
Roney & Co.
 Roney & Co. Investment ManagersFinance Part of Raymond James Financial, Inc., Roney & Co. is a company that provides investment advice. The company is based in Muskegon, MI. Roney was acquired by Raymond James Financial, Inc. from Bank One Corp. on April 14, 1999 for $80 million. | Investment Managers | Corporate Officer/Principal | |
E.F. Hutton & Co., Inc.
 E.F. Hutton & Co., Inc. Financial ConglomeratesFinance Part of Barclays PLC, E.F. Hutton & Co., Inc. is a company that provides investment and financial services. The company is based in Providence, RI. | Financial Conglomerates | Corporate Officer/Principal | |
| Illinois State University | College/University | Undergraduate Degree | |
| Lake Erie College | College/University | Undergraduate Degree | |
National Association of Insurance Commissioners
 National Association of Insurance Commissioners General GovernmentGovernment The National Association of Insurance Commissioners is an organization that aims to safeguard public interest, enhance competition in the insurance market, and improve state regulation of insurance. The non-profit company is based in Kansas City, MO and has subsidiaries in the United States. The organization provides various services such as publications, technology solutions, products, and data products. It also offers access to financial data and reports for insurance companies and groups. | General Government | Corporate Officer/Principal | |
| EAGLE CAPITAL GROWTH FUND, INC. | Investment Trusts/Mutual Funds | Chairman | |
| Michigan State University | College/University | Undergraduate Degree |
Statistiques
Internationale
| Etats-Unis | 31 |
| Australie | 2 |
| Chine | 2 |
Sectorielle
| Consumer Services | 18 |
| Finance | 13 |
| Government | 2 |
| Miscellaneous | 2 |
Opérationnelle
| Undergraduate Degree | 19 |
| Corporate Officer/Principal | 15 |
| Portfolio Manager-Equities | 14 |
| Portfolio Manager-Fixed Income | 6 |
| Masters Business Admin | 5 |
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