Dan Roe

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Finance

Consumer Services

Profilo

Mr. Daniel B.
Roe is a Chief Investment Officer & Co-CEO at BRR Opco LLC.
He has been advising clients in the financial services industry for over 30 years.
He is a member of the Investment Management Consultants Association, the Financial Planning Association, and the National Association of Personal Financial Advisors.
As CIO, he chairs the Investment Committee.
Prior to joining the firm in 1996, he owned his own fee-only wealth management practice in Cincinnati, Ohio.
He holds a Bachelor of Science degree from Miami University in Oxford, Ohio.
He is chairman of the Investment Committee and a trustee of The Catholic Foundation of Ohio, a member of Rotary Club of Upper ArlingtonHe is a CERTIFIED FINANCIAL PLANNER certificant, a member of the Investments & Wealth Institute, the Financial Planning Association, and the National Association of Personal Financial Advisors.

Precedenti posizioni note di Dan Roe

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.	Amministratore Delegato	01/01/2022

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Formazione di Dan Roe

University of Miami

Undergraduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

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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