Profile
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.
Former positions of Dan Roe
| Companies | Position | 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 | 2021-12-31 |
Training of Dan Roe
| University of Miami | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
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 |
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