Denise Margolis Farkas

Denise Margolis Farkas

Chief Investment Officer bei Sigma Investment Counselors, Inc.

Finance
Consumer Services

Profil

Ms. Denise M.
Farkas, CFA MBA, is Chief Investment Officer and Wealth Advisor at Sigma Investment Counselors, Inc. She brings more than 30 years of investment related experience to the firm.
She chairs Sigma's Investment Committee and oversees the investment research process.
She also serves as a relationship officer and portfolio manager on client accounts.
Prior to joining Sigma in 2007, She was Director of Research at a Cleveland-based investment advisory firm.
She 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.
She 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.
She 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 in 1991.

Aktive Positionen von Denise Margolis Farkas

UnternehmenPositionBeginn
Chief Investment Officer 01.02.2007
Alle aktiven Positionen von Denise Margolis Farkas

Ehemalige bekannte Positionen von Denise Margolis Farkas

UnternehmenPositionEnde
Direktor der Forschung - Eigenkapital 31.12.2006
Sehen Sie sich die Erfahrung von Denise Margolis Farkas im Detail an

Ausbildung von Denise Margolis Farkas

Emory University Undergraduate Degree
Case Western Reserve University Masters Business Admin

Erfahrungen
Besetzte Positionen

Aktive

Inaktive

Börsennotierte Unternehmen

Private Unternehmen

Sehen Sie sich die Erfahrung von Denise Margolis Farkas im Detail an

Beziehungen

19

Beziehungen ersten Grades

4

Unternehmen ersten Grades

Herr

Frau

Aufsichtsräte

Führungskräfte

Sehen Sie sich das persönliche Netzwerk an

Unternehmensverbindungen

Private Unternehmen2

Finance

Finance

Sehen Sie sich die Unternehmensverbindungen an
  1. Börse
  2. Insiders
  3. Denise Margolis Farkas