Andrea Nicole Ellis

Finance

Consumer Services

Profile

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.

Former positions of Andrea Nicole Ellis

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.	Portfolio Manager-Equities	2021-05-31

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Training of Andrea Nicole Ellis

The Ohio State University

Undergraduate Degree

Experiences
Positions held

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Inactive

Listed companies

Private companies

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Connections

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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