Profil
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.
Ehemalige bekannte Positionen von Andrea Nicole Ellis
| Unternehmen | Position | Ende |
|---|---|---|
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. | Portfolio Manager-Aktien | 01.06.2021 |
Ausbildung von Andrea Nicole Ellis
| The Ohio State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
