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Dave Bergman

Dave Bergman

Partner and Senior Portfolio Manager at Sigma Investment Counselors Inc.

Southfield, MI , United States

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

OrganizationRoleDate RangeDetails
Sigma Investment CounselorsPartner and Senior Portfolio ManagerNov 1992 to Present
Detroit TigersPlayerMar 1984 to Oct 1992
Retired in 1992

Education

Illinois State University

1971 1975

Skills & Expertise

Investment Advisory
Equities
Investment Strategies
Asset Management
Investments
Asset Allocation
Alternative Investments
Fixed Income
Wealth Management
Portfolio Management
Tactical Asset Allocation
Public Speaking
Coaching
Equity Research
Tactical Asset

Others at Sigma Investment Counselors Inc. (2)

NameRoleLocation
D
David Drogheo
Chief Investment OfficerAllen Park, MI , United States
D
Denise Farkas
Chief Investment OfficerCleveland, OH , United States

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