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DD

David Drogheo

Chief Investment Officer at Sigma Investment Counselors Inc.

Allen Park, MI , United States

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

OrganizationRoleDate RangeDetails
Sigma Investment CounselorsChief Investment OfficerFeb 2025 to Present
Sigma Investment CounselorsDirector of ResearchAug 2021 to Feb 2025
KPMG USSenior Associate, Economic and Valuation ServicesOct 2020 to Jul 2021
KPMG USAssociate, Economic and Valuation ServicesNov 2018 to Sep 2020
Plante MoranInvestment Research AnalystJul 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, LLCAssistant Research AnalystMar 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 SchoolsParaprofessionalFeb 2010 to Mar 2013
-Maintained classroom efficiency in special education classroom.
Siebert Cisneros Shank Co., L.L.C.Investment Banking InternJun 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 StaffSubstitute TeacherFeb 2009 to Feb 2010
-Taught and managed classrooms in grades 1-12.
WSU Math Resource CenterMath TutorSep 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

Valuation
Mathematics
Teaching
Microsoft Excel
Presentations
Equity Research

Others at Sigma Investment Counselors Inc. (2)

NameRoleLocation
Dave Bergman
Dave Bergman
Partner and Senior Portfolio ManagerSouthfield, MI , United States
D
Denise Farkas
Chief Investment OfficerCleveland, OH , United States

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