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Dave Bergman
Partner and Senior Portfolio Manager at Sigma Investment Counselors Inc.
About
Dave Bergman served as Partner and Senior Portfolio Manager at SIGMA Investment Counselors Inc in Southfield, MI, where he was instrumental in overseeing client portfolios and guiding investment strategies for both individuals and institutions. His role focused on managing equity and fixed income allocations, with specific expertise in domestic and international stock markets, municipal and corporate bonds, and asset allocation models tailored for high-net-worth clients.
Prior to his investment career, Bergman was a professional athlete, most notably playing for the Detroit Tigers from 1984 to 1992. After his retirement from Major League Baseball, he transitioned to the financial sector and built a reputation for disciplined risk management and long-term value creation. Bergman's industry contributions included integrating behavioral insights from sports into investment decision-making and mentoring younger portfolio managers in the firm.
Bergman earned his degree from Illinois State University, where he was recognized as an All-American athlete. His background combined deep investment acumen with leadership skills gained through his notable sports career, and he was respected for his analytical approach, client-centric focus, and contributions to the Midwest's investment advisory community.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Sigma Investment Counselors | Partner and Senior Portfolio Manager | Nov 1992 to Present | — |
| Detroit Tigers | Player | Mar 1984 to Oct 1992 | Retired in 1992 |
Education
Illinois State University
1971 — 1975
Skills & Expertise
Others at Sigma Investment Counselors Inc. (2)
| Name | Role | Location |
|---|---|---|
D David Drogheo | Chief Investment Officer | Allen Park, MI , United States |
D Denise Farkas | Chief Investment Officer | Cleveland, OH , United States |
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| Chief Investment Officer | Schwartz Investment Counsel Inc. | Detroit, MI , United States | |
| Portfolio Manager and Research Analyst | Schwartz Investment Counsel Inc. | Plymouth, MI , United States |