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David Drogheo
Chief Investment Officer at Sigma Investment Counselors Inc.
About
David J. Drogheo is the Chief Investment Officer at Sigma Investment Counselors, headquartered in Northville, Michigan, where he chairs the investment committee and is responsible for overseeing the firm’s investment strategy and portfolio management. In his current role, he leads Sigma’s research and asset allocation across public equities, fixed income, and alternative investments, ensuring strategies are aligned with both macroeconomic trends and client needs.
Prior to his appointment as CIO in February 2025, David served as Sigma’s Director of Research, where he was instrumental in deepening the firm’s analytical capabilities and developing proprietary investment frameworks. He previously worked at KPMG US as a Senior Associate in Economic and Valuation Services, focusing on complex valuations and financial modeling for a wide range of sectors.
David holds an M.B.A. in Finance and a B.S. in Mathematics from Wayne State University, and is a CFA® charterholder, underscoring his expertise in quantitative analysis and fundamental research. He has been recognized for his comprehensive knowledge of public equities and fixed income securities, with a particular focus on multi-asset portfolio construction for high-net-worth clients and institutional investors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Sigma Investment Counselors | Chief Investment Officer | Feb 2025 to Present | — |
| Sigma Investment Counselors | Director of Research | Aug 2021 to Feb 2025 | — |
| KPMG US | Senior Associate, Economic and Valuation Services | Oct 2020 to Jul 2021 | — |
| KPMG US | Associate, Economic and Valuation Services | Nov 2018 to Sep 2020 | — |
| Plante Moran | Investment Research Analyst | Jul 2014 to Oct 2018 | -Conduct equity, fixed income, and alternatives manager due diligence, resulting in the creation of client portfolios. -Regularly present research findings to various internal committees, clients, and... |
| Managed Asset Portfolios, LLC | Assistant Research Analyst | Mar 2013 to Jul 2014 | -Updated financial models in Excel to assist with the stock selection process. -Gathered market, sector and company specific data from the Bloomberg Terminal and news sources. -Analyzed risk models an... |
| Wyandotte Public Schools | Paraprofessional | Feb 2010 to Mar 2013 | -Maintained classroom efficiency in special education classroom. |
| Siebert Cisneros Shank Co., L.L.C. | Investment Banking Intern | Jun 2012 to Aug 2012 | -Prepared/edited proposals in response to requests by cities, counties, universities and transportation authorities. -Conducted market research and used this data to update charts and graphs for propo... |
| Temporary School Staff | Substitute Teacher | Feb 2009 to Feb 2010 | -Taught and managed classrooms in grades 1-12. |
| WSU Math Resource Center | Math Tutor | Sep 2007 to Dec 2008 | -Advised on class requirements and placement testing. |
Education
Wayne State University
M.B.A, Finance
2011 — 2013
Wayne State University
B.S, Mathematics
2004 — 2009
Skills & Expertise
Others at Sigma Investment Counselors Inc. (2)
| Name | Role | Location |
|---|---|---|
| Partner and Senior Portfolio Manager | Southfield, 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 |