John E. Roessler
Plus aucun poste en cours
Profil
Mr. John E.
Roessler, CPA, is a Senior Wealth Manager at Budros, Ruhlin & Roe, Inc. He joined Budros, Ruhlin & Roe in 1997.
Mr. Roessler earned his Bachelor of Arts degree in history from the University of Michigan.
He is a Certified Public Accountant and a Certified Financial Planner certificant.
He is a member of several organizations, including the Ohio Society of CPAs, the Financial Planning Association and the National Association of Personal Financial Advisors .
Anciens postes connus de John E. Roessler
| Sociétés | Poste | Fin |
|---|---|---|
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. | Gestionnaire de Portefeuille-Actions | - |
Formation de John E. Roessler
| University of Michigan | Undergraduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 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 |
