Career history of Dan Roe
Former positions of Dan Roe
| Companies | Position | Start | End |
|---|---|---|---|
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. | Chief Executive Officer | 2019-01-31 | 2021-12-31 |
| Chief Investment Officer | 1996-03-31 | 2021-12-31 | |
| Head of Private Banking | 1996-03-31 | 2021-12-31 |
Training of Dan Roe
| University of Miami | Undergraduate Degree |
Statistics
International
| United States | 3 |
Operational
| Chief Executive Officer | 1 |
| Chief Investment Officer | 1 |
| Head of Private Banking | 1 |
Sectoral
| Finance | 2 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 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 |
- Stock Market
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- Dan Roe
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