Budros Ruhlin Roe



Our Management Team

Based in Columbus, Ohio, the principals of Budros, Ruhlin & Roe, Inc. are nationally recognized wealth management and investment professionals. Their collective backgrounds from financial planning, investment management, trust administration, tax accounting and law combine to create one of America’s top financial advisory firms1.

The principals have been featured in or quoted by some of the country’s most respected financial sources such as Forbes, Fortune, The Wall Street Journal, Barron’s and The New York Times.

Meet our management team, including some of the top financial advisors in the U.S.

James Budros
Chairman
Peggy Ruhlin
Chief Executive Officer
Dan Roe
Chief Investment Officer
John Schuman
Chief Planning Officer
Gary Marcinick
Executive Vice President 
 
1 “Third Annual RIA Survey,” Financial Advisor magazine, July, 2008; “Top Dogs,” Wealth Manager magazine, July/August, 2008.