Sigma Investment Counselors - Ohio
Sigma Investment Counselors - Ohio
30195 Chagrin Blvd., Suite 210N
Sigma Investment Counselors - Ohio, located in Pepper Pike, was opened in 2007 and our Chief Investment Officer, Denise Farkas, CFA® and Portfolio Manager, Tony Basalla work from this location.
Like the locations in Michigan and Florida, Sigma Investment Counselors - Ohio has provided a “Thoughtful Investing” approach that assists clients in achieving their financial objectives and eases their investment concerns in the face of turbulent financial markets. Our Cleveland financial counselors take time to understand each client’s specific investment goals, attitudes towards risk and unique needs in order to develop a customized financial plan.
Our independent ownership and research, along with our high degree of client focus, strict compliance approach and use of state-of-the-art technology allows us to maximize our client service delivery capabilities.
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Advisors At This Location
Denise M. Farkas, CFA®, Chief Investment Officer
Denise joined Sigma in 2007 and brings more than 25 years of investment related experience to the firm. Prior to joining Sigma, Denise was Director of Research at a Cleveland-based investment advisory firm. Denise 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 (CFA®) in 1991. Denise chairs Sigma's Investment Committee and oversees the investment research process. Denise also serves as a relationship officer and portfolio manager on client accounts. Denise 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. Denise 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. Denise was appointed by the Ohio State Legislature as an Investment Expert to the Ohio Bureau of Workers Compensation Oversight Commission serving as Audit Committee Chair and member of the Investment Committee for a two-year term ending August 2007.
Anthony J. Basalla, Portfolio Manager
Tony joined Sigma in 2014 with over 8 years of experience in the investment management and financial planning industry. He began his career in the property & casualty insurance industry where he was a risk underwriter. Prior to joining Sigma, he spent eight years at a fee-only investment advisory firm as a portfolio manager and fixed income research specialist. As a client advisor he partnered closely with clients through the education, development, implementation and analysis of a tailored financial strategy. Tony is a graduate of the University of Mount Union where he earned a Business degree with a Quantitative Analysis concentration and was a captain and four year member of the Men's varsity basketball team. His primary responsibilities at Sigma include serving as a relationship officer and portfolio manager on client accounts as well as participating on the firm's investment committee. Tony is currently the President of the Euclid Rotary Club, a member of the Cleveland Bridge Builders through the Cleveland Leadership Center, and a basketball coach. He holds his Series 65 license as a qualified Investment Advisor Representative.