Our Team

Meet The Team Behind Sigma Investment Counselors

Robert M. Bilkie Jr., CFA®

Bob joined Sigma in 1984 and has served as President and CEO of the firm since 1987. Bob is a graduate of the University of Michigan and earned the Chartered Financial Analyst (CFA®) designation in 1988. Aside from being a managing partner at the firm, Bob's 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. Bob has served as a Regional Director for CFA® Institute, the Charles Schwab & Co Institutional Advisory Board and is a past President of the CFA® Society of Detroit. He is a member of the Editorial and Securities Review Committee of the National Association of Investors Corp's magazine, Better Investing. Bob has taught Personal Finance at Wayne State University and Portfolio Management at the Study Seminar for Financial Analysts at the University of Windsor. He has also been quoted in varying publications over the years for his financial and economic insights.

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Christopher J. Kress, CFA®

Chris joined Sigma in 1999 with an extensive background in security analysis, stock selection and portfolio management following a 16-year career with National Bank of Detroit (now JPMorgan Chase). He also cultivated a strong background in estate and financial planning given his tenure in the bank's Personal Trust Division. Chris received his undergraduate degree in Finance from the University of Notre Dame and an MBA degree in Finance and Accounting from Indiana University. Chris is a partner of the firm and 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. He earned the Chartered Financial Analyst (CFA®) designation in 1987 and is a member of CFA® Institute as well as the CFA® Society of Detroit

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Denise M. Farkas, CFA®

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.

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Shari A. Bilkie, IACCP®

Shari joined Sigma in 1987 and currently serves as the firm's Chief Compliance Officer. She earned her Investment Adviser Certified Compliance Professional (IACCP®) designation in 2013. In addition to her compliance responsibilities, Shari also handles a number of other internal functions. She graduated magna cum laude with a Bachelors degree in Political Science and Psychology from the University of Michigan. Shari is a member of the National Society of Compliance Professionals (NSCP), and has served in numerous volunteer/civic roles during her career. She currently serves as the Secretary of the Miracle League of Plymouth as well as the Director of League Operations. Prior to her work at Sigma, she was employed by B&W Distributing in Ann Arbor, Michigan where she gained invaluable experience in the areas of client administration and accounting.

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Tamika M. Hall

Tamika joined Sigma in 2008 and has over 17 years of experience in the areas of finance and operations management. Prior to joining Sigma, Tamika spent 7 years working in the automotive industry. She received her undergraduate degree in Business Administration-Finance as well as a Master of Business Administration (MBA) from the University of Detroit Mercy. Tamika is responsible for Operations and Marketing at Sigma. Her duties under Operations include managing information technology and administrative support services. She is responsible for increasing the efficiency of operational systems, generating policies and procedures, and resource management. Tamika is also responsible for developing and maintaining marketing strategies to meet organizational objectives. She works with the management team to develop new and actionable marketing strategies to enhance branding and reach a broader audience. Tamika establishes the marketing road map and manages the entire life cycle from strategic planning to tactical activities. This includes event management, electronic and print marketing activities, and direct supervision of internal and external consultants.

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Marisa A. Bradbury, CFA®, CFP®

Marisa first came to Sigma in 1997 as an intern and joined the firm on a full-time basis in 1999 after completing her degree in General Business Administration/Pre-Law from Michigan State University. Marisa’s 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. Marisa is a member of the Editorial Advisory and Securities Review Committee of the National Association of Investors Corp's magazine, Better Investing. Marisa earned the Chartered Financial Analyst (CFA®) designation in 2003. She is a member of CFA® Institute, serves on the board of the CFA® Society of Orlando, and is past President of the CFA® Society of Detroit. Marisa earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2011 and serves on the board of the Financial Planning Association of Central Florida.

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Christopher W. Frayne, CFA®, CFP®

Chris joined Sigma in 2006 as an intern following his junior year of college. He graduated magna cum laude from the University of Michigan, Ann Arbor with a BSE in Mechanical Engineering in April of 2007. After graduation, Chris joined Sigma full-time. His primary responsibilities include serving as a relationship officer and portfolio manager on client accounts. He is also a member of Sigma's Investment Committee. During his college career, Chris was recognized by the dean's office for outstanding academic performance four times and was awarded all-Greek academic honors by the University of Michigan Office of Greek Life. Chris earned the Chartered Financial Analyst (CFA®) designation in 2011 and is a member of CFA Institute as well as the CFA® Society of Detroit. Chris earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2011.

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Anthony J. Basalla

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.

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Wenny Gorman, CFA®

Wenny joined Sigma in 2012 with over ten years of diversified working experience. While in China, she instructed executives from Fortune 500 Companies on the Chinese language, customs and business strategies. After immigrating to the U.S., she joined Fidelity Investments in 2007. At Fidelity Investments, she served as a relationship officer on client accounts and provided investment-related support to a team of five investment advisors. Wenny obtained a Bachelor of Arts degree from Eastern China Normal University in Shanghai, China and a Master of Arts degree from Macquarie University in Sydney, Australia. Her responsibilities at Sigma include managing the fixed income segment of client portfolios, investment research, and equity trading for block and program trades. Wenny earned the Chartered Financial Analyst (CFA®) designation in 2011 and is a member of CFA® Institute as well as the CFA® Society of Detroit

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Walter J. Kirchberger, CFA®

Walter joined Sigma in 2003 and has more than 50 years of experience in security analysis, equity research and investment banking, including 12 years at National Bank of Detroit (now JPMorgan Chase) and 33 years at UBS AG/Paine Webber. Walter is a graduate of the University of Wisconsin with a degree in Economics. He earned the Chartered Financial Analyst (CFA®) designation in 1966 and has successfully completed the General Securities Representative Series 7 examination. Walter primarily serves as a research consultant and advisor to Sigma's Investment Committee. Walter is a member of CFA® Institute, the CFA® Society of Detroit and serves on the Editorial Advisory and Securities Review Committees of the National Association of Investors Corp's magazine, Better Investing.

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Nancy E. Kunkel

Nancy is the longest standing employee of Sigma Investment Counselors, having joined the firm in 1979. She serves as Sigma's Portfolio Administrator Supervisor and is responsible for the administrative staff and all administrative operations. She is also responsible for overseeing a variety of other back office activities including daily processing and reconciliation of account transactions, monthly reconciliation of client accounts, and the production of clients’ quarterly reports as well as defining and implementing specific back office procedures.

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Barbara J. Morasso

Barb began her career with Sigma on a part-time basis in 1996, and joined the firm as a full-time employee in 1997. Prior to her arrival at Sigma, Barb spent 16 years at Uniroyal Tire Co. in various administrative roles, including a position in the company's Marketing Department before leaving the workforce to raise a family. During that time she remained active, serving in various capacities with her school's PTA, including service as the organization's president. Barb's primary responsibility is maintaining a key role in client relationships through servicing existing accounts, initiating new accounts, facilitating distributions and executing account transfers. She is also responsible for a variety of other back office activities including daily processing and reconciliation of account transactions, monthly reconciliation of client accounts and the production of clients' quarterly reports.

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Crystal Williams

Crystal joined Sigma in 2016 with 5 years of experience in the investment industry. Prior to joining Sigma, Crystal was employed at Flexible Plan Investments as a Client Service Representative where she was responsible for providing service to clients and representatives. Her primary responsibility at Sigma is maintaining a key role in client relationships through servicing existing accounts, initiating new accounts, facilitating distributions and executing account transfers. Crystal is also responsible for variety of other back office activities including monthly reconciliation of client accounts and the production of clients’ quarterly reports.

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Amanda Lehnert

Amanda joined Sigma in 2015. Her primary duties focus on providing full client investment support services to portfolio managers, including data gathering, profiling, financial model building and presentation development, in order to enhance the client experience. She is a 2006 graduate of the University of Michigan, with a Bachelors of Arts degree in Communications. Prior to joining Sigma, she had departed the workforce in order to devote her full attention to raising her family.

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David Bruce Bergman
(June 6, 1953 - February 2, 2015)