Profiel
Mr. James L.
Budros is a Founder at BRR Opco LLC.
He is on the Board of Directors at BRR Opco LLC.
He is a former chair and board member of the Columbus School for Girls, a former co-chair of the Professional Council of The Columbus Foundation, and a former board member of Slow Food Columbus.
Jim is also a co-founder and board member of City Barbeque, Columbus.
He holds a Bachelor of Arts in Business Administration degree from Hanover College, a MBA from Texas Christian University, and a MS degree in Financial Services from The American College.
He is an honors graduate of the National Graduate Trust School at Northwestern University.
He is a CERTIFIED FINANCIAL PLANNER certificant.
He is a member of the Financial Planning Association, the National Association of Personal Financial Advisors and the nationally recognized wealth management consortium, The Alpha Group.
Eerdere bekende functies van Jim Budros
| Bedrijven | Functie | Einde |
|---|---|---|
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. | Oprichter | 01-01-2022 |
Opleiding van Jim Budros
| Hanover College | Undergraduate Degree |
| Texas Christian University | Masters Business Admin |
| The American College of Financial Services | Graduate Degree |
| Northwestern University | Graduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 1 |
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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 |
