Profil
Ms. Shari A. Bilkie is Chief Compliance Officer at Sigma Investment Counselors, Inc. She joined Sigma in 1987.
Prior to that, she was employed by B&W Distributing in Ann Arbor, Michigan serving as manager of accounts payable and receivable.
In addition to her professional activities, she served in numerous volunteer & civic roles during her career including three terms as president of the Salem Rocks Girls Softball Booster Club and as Secretary of the Miracle League of Plymouth Baseball Field project committee.
Ms. Bilkie graduated magna cum laude with a Bachelors degree in Political Science and Psychology from the University of Michigan.
Anciens postes connus de Shari Ann Bilkie
| Sociétés | Poste | Fin |
|---|---|---|
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. | Compliance Officer | - |
Formation de Shari Ann Bilkie
Expériences
Fonctions occupées
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Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 2 |
|---|---|
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 |
University of Michigan
University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















