Profiel
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.
Eerdere bekende functies van Dan Roe
| Bedrijven | Functie | Einde |
|---|---|---|
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. | Algemeen Directeur | 01-01-2022 |
Opleiding van Dan Roe
| University of Miami | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 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 |
