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Perfil
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.
Antiguos cargos conocidos de Andrea Nicole Ellis.
| Empresas | Cargo | Fin |
|---|---|---|
BRR Opco LLC
 BRR Opco LLC Investment ManagersFinance BRR works with each client to establish an appropriate investment risk/return profile based on the client's unique investment objectives. Clients typically choose from among seven different portfolio strategies ranging from a balanced asset allocation to an aggressive growth allocation. Asset allocation strategies currently include the following asset classes: domestic equities, international equities, global fixed income, alternative investments, commodities, and real estate. The firm’s investment committee is responsible for setting strategy for all client portfolios. | Gestor de Cartera-Acciones | 01/06/2021 |
Formación de Andrea Nicole Ellis.
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93
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2
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Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
The Ohio State University
 The Ohio State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
BRR Opco LLC
BRR Opco LLC Investment ManagersFinance BRR works with each client to establish an appropriate investment risk/return profile based on the client's unique investment objectives. Clients typically choose from among seven different portfolio strategies ranging from a balanced asset allocation to an aggressive growth allocation. Asset allocation strategies currently include the following asset classes: domestic equities, international equities, global fixed income, alternative investments, commodities, and real estate. The firm’s investment committee is responsible for setting strategy for all client portfolios. | Finance |
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