Career history of Amy Beth Weldele
Former positions of Amy Beth Weldele
| Companies | Position | Start | 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 | 01/10/1998 | 21/05/2019 |
| Lutheran Brotherhood | Corporate Officer/Principal | - | - |
| Ohio Wesleyan University | Corporate Officer/Principal | - | - |
Training of Amy Beth Weldele
| Ohio Wesleyan University | Undergraduate Degree |
Statistics
International
| United States | 4 |
Operational
| Corporate Officer/Principal | 2 |
| Portfolio Manager-Equities | 1 |
| Undergraduate Degree | 1 |
Sectoral
| Finance | 2 |
| Consumer Services | 2 |
| Miscellaneous | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
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 |
| Lutheran Brotherhood | Miscellaneous |
- Stock Market
- Insiders
- Amy Beth Weldele
- Experience
