Sigma Investment Counselors

Description

Address: 186 E Main St, Northville, MI 48167 Hours: Closed ⋅ Opens 8AM Fri Thursday8AM–5PMFriday8AM–4:30PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (248) 223-0122: : Place name: Website: : : Category: : : Website: http://sigmainvestments.com/contact-us/ Category: Financial Institution Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Sigma Investment Counselors Posting publicly on the Web Write a review Reviews 1 Google review

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Sigma Investment Counselors Employees

Employee
Years
Job
Industry
Marisa Bradbury, CFA Marisa Bradbury, CFA Orlando, Florida Area Details
Marisa Bradbury, CFA's Sigma Investment Counselors Experience April 1997 - Present
Job Senior Portfolio Manager, CERTIFIED FINANCIAL PLANNER
Industry Financial Services
Experience
Sigma Investment Counselors   April 1997 - Present

Skills
Portfolio Management, Financial Planning, Fixed Income, ETFs, Investments

Education
Michigan State University   1995 — 1999
Bachelors, General Business Admin/Pre-Law

Aniket (Nick) Shah Aniket (Nick) Shah San Francisco Bay Area Details
Aniket (Nick) Shah's Sigma Investment Counselors Experience 2001 - 2003
Job CoFounder & Chief Product Officer at Ampush
Industry Marketing and Advertising
Experience
Ampush  October 2009 - Present
Morgan Stanley  September 2007 - November 2008
Morgan Stanley  June 2006 - September 2007
Credit Suisse  June 2005 - August 2005
ISTN   May 2004 - August 2004
Sigma Investment Counselors   2001 - 2003

Skills
Mobile Marketing, Online Advertising, PPC, Lead Generation, Entrepreneurship, Start-ups, Facebook API, Financial Modeling, Analytics

Education
University of Pennsylvania - The Wharton School   2002 — 2006
BSE, Finance, Operations and Information Management

Kenneth Bernard, CFA Kenneth Bernard, CFA Greater Detroit Area Details
Kenneth Bernard, CFA's Sigma Investment Counselors Experience 1999 - 2007
Job President at Bernard Wealth Management Corp.
Industry Investment Management
Experience
Bernard Wealth Management Corp.   December 2011 - Present
Griffin Portfolio Management Corp.   January 2007 - November 2011
Sigma Investment Counselors   1999 - 2007
Software Services / Johnson Controls   1998 - 1999
Software Services / Johnson Controls   1998 - 1999
Software Services / Johnson Controls   1998 - 1999
Guardian Fiberglass  1994 - 1998
Andersen Consulting  1992 - 1993
Jewish Federation of Metropolitan Detroit  1987 - 1989

Skills
Wealth Management, Portfolio Management, Investments, Asset Managment, Alternative Investments, Asset Allocation, Equities, Investment Strategies, Fixed Income, Mutual Funds, Securities, Estate Planning, Investment Management, Asset Management, Finance, Retirement Planning, Investment Advisory, Financial Advisory, Strategic Financial..., Financial Services

Education
University of Michigan - Stephen M. Ross School of Business   1990 — 1992
MBA

University of Michigan   1980 — 1984
B.S., Economics & Statistics

Southfield Senior High School   1977 — 1980

Hillel Day School   1967 — 1977

Yeshivat Akiva

Tony DiGiovanni, CFA Tony DiGiovanni, CFA Greater Detroit Area Details
Tony DiGiovanni, CFA's Sigma Investment Counselors Experience 2000 - 2005
Job Chief Investment Officer at White Pine Investment Co.
Industry Financial Services
Experience
White Pine Investment Co.   August 2012 - Present
Exchange Capital Management, Inc.   November 2005 - July 2012
Sigma Investment Counselors   2000 - 2005
MFO Management Co.   1991 - 1999

Skills
Portfolio Management, Investments, Asset Allocation, Asset Managment, Investment Strategies, Equities, Alternative Investments, Wealth Management, Fixed Income, Investment Advisory, Series 7, Mutual Funds, ETFs, Retirement Planning, Securities

Education
University of Michigan - Stephen M. Ross School of Business   1992 — 1996
MBA, Finance

University of Michigan - Stephen M. Ross School of Business   1985 — 1989
BBA, Finance

Andover High School   1983 — 1985

Jake Powers, CFA Jake Powers, CFA Greater Detroit Area Details
Jake Powers, CFA's Sigma Investment Counselors Experience June 2008 - August 2008
Job Clarkston Capital Partners LLC
Industry Investment Management
Experience
Clarkston Capital Partners LLC   November 2014 - Present
Stout Risius Ross  January 2013 - October 2014
Stout Risius Ross  August 2010 - December 2012
Teach for America  2009 - 2010
Digital Wingman   July 2006 - May 2009
Sigma Investment Counselors   June 2008 - August 2008

Skills
Valuation, Intellectual Property, Financial Modeling, Economics, Commercial Litigation, Patents, Technology, Business Planning, Leadership, Due Diligence, Corporate Finance, Mergers & Acquisitions, Finance, Venture Capital, Microsoft Excel, Management

Education
Brown University   2005 — 2009
BA, Commerce, Organizations, and Entrepreneurship

Dave Bergman Dave Bergman Greater Detroit Area Details
Dave Bergman's Sigma Investment Counselors Experience November 1992 - Present
Job Partner/Senior Portfolio Mgr
Industry Investment Management
Experience
Sigma Investment Counselors   November 1992 - Present
Detroit Tigers  March 1984 - October 1992

Skills
Investment Advisory, Equities, Investment Strategies, Asset Management, Investments, Asset Allocation, Alternative Investments, Fixed Income, Wealth Management, Portfolio Management, Tactical Asset..., Public Speaking, Coaching, Equity Research

Education
Illinois State University   1971 — 1975

Bob Bilkie Bob Bilkie Greater Detroit Area Details
Bob Bilkie's Sigma Investment Counselors Experience December 1984 - Present
Job CEO of Sigma Investment Counselors
Industry Financial Services
Experience
Sigma Investment Counselors   December 1984 - Present

Education
University of Michigan-Dearborn   1979 — 1983

Divine Child

Suzanne Antonelli, CFP® Suzanne Antonelli, CFP® Greater Detroit Area Details
Suzanne Antonelli, CFP®'s Sigma Investment Counselors Experience July 2011 - Present
Job Senior Portfolio Manager at Sigma Investment Counselors
Industry Financial Services
Experience
Sigma Investment Counselors   July 2011 - Present
LJPR, LLC  December 2006 - July 2011
Investment Counsel, Inc.   February 1991 - April 2003

Skills
Wealth Management, Investment Strategies, Retirement Planning, Financial Planning, Tactical Asset..., Tax Planning, Social Security Planning, Financial Planning for..., Domestic Partner...

Education
University of Michigan-Dearborn   1984 — 1986
BA, Economics

Cheryl A. Kotlarz Cheryl A. Kotlarz Greater Detroit Area Details
Cheryl A. Kotlarz's Sigma Investment Counselors Experience May 1997 - April 2011
Job Chief Compliance Officer at Seizert Capital Partners
Industry Investment Management
Experience
Seizert Capital Partners  April 2011 - Present
Sigma Investment Counselors   May 1997 - April 2011
Zaske, Sarafa & Associates   1993 - 1997
Acorn Asset Management   June 1990 - October 1993

Skills
Fixed Income, Equities, Securities, Compliance, Investment Advisory, SEC compliance, Hedge Funds

Education
Oakland University   1984 — 1989
BA, Finance

Wenma Gorman, CFA Wenma Gorman, CFA Franklin, Michigan Details
Wenma Gorman, CFA's Sigma Investment Counselors Experience May 2012 - Present
Job Research Analyst at Sigma Investment Counselors
Industry Financial Services
Experience
Sigma Investment Counselors   May 2012 - Present
Fidelity Investments  June 2007 - May 2012
Ameriprise Financial Inc  May 2006 - May 2007
Shanghai International Language Center, Shanghai, China   July 2000 - March 2003

Skills
Bilingual, fluent both..., Advanced level in..., Series 7, Series 66, Excel, Investment Advisory, Word, English, Mutual Funds, Customer Relations, PowerPoint, Outlook, Customer Service

Education
Macquarie University   2003 — 2005
Master Of Arts, International Communication

Eastern China Normal University   1996 — 2000
Bachelor of Arts, Chinese Literature

Shari Bilkie Shari Bilkie Greater Detroit Area Details
Shari Bilkie's Sigma Investment Counselors Experience April 2011 - Present
Job Chief Compliance Officer
Industry Financial Services
Experience
Sigma Investment Counselors   April 2011 - Present
Sigma Investment Counselors   June 1986 - April 2011

Education
University of Michigan
Political Science/Psychology