Sigma Investment Counselors - Ohio
30195 Chagrin Blvd., Suite 210N
Pepper Pike,
OH
44124
Phone:
888-718-1132
Sigma Investment Counselors – Ohio, located in Pepper Pike, was opened in 2007 and our Chief Investment Officer, Denise Farkas, CFA® works 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 advisors 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.
Advisors At This Location
Denise M. Farkas, CFA
Chief Investment Officer
Denise joined Sigma in 2007 and brings more than 30 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 BBA 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 investment advisor on client accounts. Denise is a past member of the Boards of Trustees of both Hathaway Brown School and Rainbow Babies and Children’s Foundation and past Chair of their respective Investment Committees. She is a past member of the Board of Trustees and past Investment Chair of B’nai Jeshurun Congregation. She also served as a member of the Jewish Community Federation of Cleveland’s Finance and Investment Committee. Denise served on the Board of Governors of CFA Institute from 1999 through 2005. From 2001- 2015 she served on the Board’s Executive Committee as Audit Chair. She is a past Chair of CFA Institute’s Capital Markets Policy Committee and a past member of CFA Institute’s Curriculum Executive Advisory Board. Denise is also past President of the CFA Society of Cleveland. 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.