Andrea Nicole Ellis

Nessuna posizione attualmente

Finance

Consumer Services

Profilo

Ms. Andrea N.
Ellis is a Senior Wealth Manager at Budros, Ruhlin & Roe, Inc. She joined the firm in 1999.
She is a member of the Financial Planning Association and the National Association of Personal Financial Advisors.
In addition to managing a wealth management team, she leads the firm’s Peer Review committee, which assures consistency of Budros, Ruhlin & Roe’s client experience and provides quality control for the utilization and communication of the firm’s financial planning processes.
She received her Bachelor of Science degree in Human Ecology, majoring in Family Financial Management from The Ohio State University.
She is also a Certified Financial Planner certificant.

Precedenti posizioni note di Andrea Nicole Ellis

Società	Posizione	Fine
BRR Opco LLC BRR Opco LLC Investment ManagersFinance BRR Opco LLC (BRR) is a wealth management firm headquartered in Columbus, Ohio. The firm was founded by Jim Budros in 1979 as Budros, Ruhlin & Roe, Inc., which serves as their current trade name. They are a subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. BRR primarily provides wealth management services to high-net-worth individuals and their associated entities, trusts, and estates.	Gestore di Portafoglio-Azioni	01/06/2021

Vedi nel dettaglio l'esperienza di Andrea Nicole Ellis

Formazione di Andrea Nicole Ellis

The Ohio State University

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Vedi nel dettaglio l'esperienza di Andrea Nicole Ellis

Relazioni

Relazioni di 1° grado

Aziende connesse in 1º grado

Uomo

Donna

Amministratori

Dirigenti

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Società collegate

Aziende private	1
BRR Opco LLC BRR Opco LLC Investment ManagersFinance BRR Opco LLC (BRR) is a wealth management firm headquartered in Columbus, Ohio. The firm was founded by Jim Budros in 1979 as Budros, Ruhlin & Roe, Inc., which serves as their current trade name. They are a subsidiary of Corient Private Wealth LLC, which is ultimately owned by CI Financial Corp. (TSX: CIX; NYSE: CIXX) in Canada. BRR primarily provides wealth management services to high-net-worth individuals and their associated entities, trusts, and estates.	Finance