Karriereverlauf von Dan Roe
Ehemalige bekannte Positionen von Dan Roe
| Unternehmen | Position | Beginn | 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. | Vorstandsvorsitzender | 01.02.2019 | 01.01.2022 |
| Chief Investment Officer | 01.04.1996 | 01.01.2022 | |
| Leiter des Privatbankwesens | 01.04.1996 | 01.01.2022 |
Ausbildung von Dan Roe
| University of Miami | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 3 |
Operativ
| Chief Executive Officer | 1 |
| Chief Investment Officer | 1 |
| Head of Private Banking | 1 |
Sektoral
| Finance | 2 |
| Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
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 |
