BUDROS, RUHLIN & ROE, INC.

HTTP://WWW.B-R-R.COM COLUMBUS, OH Investment Advisor How do I update this listing?

Budros, Ruhlin & Roe is based out of Columbus. Budros, Ruhlin & Roe is a large advisory firm with 729 clients and discretionary assets under management (AUM) of $2,238,395,146 (Form ADV from 2018-04-01). Their last reported 13F filing for Q2 2019 included $73,660,000 in managed 13F securities and a top 10 holdings concentration of 14.94%. Budros, Ruhlin & Roe's largest holding is Ohio Valley Bancorp with shares held of 31,350. Whalewisdom has at least 49 13F filings

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06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $73.698 Million
  • Prior Market Value $92.343 Million
  • New Purchases40 stocks
  • Additional Purchases42 stocks
  • Sold out of39 stocks
  • Reduced holdings in41 stocks
  • Top 10 Holdings % 14.93 %
  • Turnover % [1]:53.74%
  • Turnover Alt % [2]: 65.34 %
  • Time Held Top20:0.10 quarters
  • Time Held Top10:0.10 quarters
  • Time Held All:8.23 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: 0.05%
Performance Last 4 Quarters: 1.82%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR/A (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR/A (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-06-30 - 13F-HR (Subscription required)
  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
  • 2008-09-30 - 13F-HR (Subscription required)
  • 2008-06-30 - 13F-HR (Subscription required)
  • 2008-03-31 - 13F-HR (Subscription required)
  • 2007-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

BUDROS, RUHLIN & ROE, INC.
1801 WATERMARK DRIVE, SUITE 300
COLUMBUS OH    43215-7088
Country: United States

Business Phone: 614-481-6900
Fax: 614-481-6919
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: OH
Number of employees: 44
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees,PERCENTAGE OF ASSETS UNDER ADVISEMENT
Amount of client funds and securities: 526,511,000
Total Number of Clients: 729
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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BUDROS, RUHLIN & ROE, INC.

ownership team - last updated 2019-05-24
Name Title Start Date Direct/Indirect % Ownership
BUDROS, JAMES, LOUIS MEMBER OF THE BOARD OF DIRECTORS 02/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
BUDROS, RUHLIN & ROE, INC. CHAIRMAN OF THE BOARD OF DIRECTORS direct 1979-11-01
BUDROS & RUHLIN, INC. PRINCIPAL direct 1979-11-01 2011-03-31
BUDROS, RUHLIN & ROE, INC. CHAIRMAN direct 1979-11-01 2014-04-15
ROE, DANIEL, BEALE CO-CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, & MEMBER OF THE BOARD OF DIRECTORS 04/01/1996 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BUDROS, RUHLIN & ROE, INC. CHIEF INVESTMENT OFFICER AND MEMBER OF THE BOARD OF DIRECTORS direct 1996-04-01
BUDROS & RUHLIN, INC. PRINCIPAL direct 1996-04-01 2011-03-31
BUDROS, RUHLIN & ROE, INC. CHIEF INVESTMENT OFFICER direct 1996-04-01 2014-04-15
SCHUMAN, JOHN, DAVID CO-CHIEF EXECUTIVE OFFICER, CHIEF PLANNING OFFICER, CHIEF COMPLIANCE OFFICER, & MEMBER OF THE BOARD OF DIRECTORS 06/01/2001 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BUDROS, RUHLIN & ROE, INC. CHIEF PLANNING OFFICER, CHIEF COMPLIANCE OFFICER & MEMBER OF THE BOARD OF DIRECTORS direct 2001-06-01
BUDROS & RUHLIN, INC. PRINCIPAL direct 2001-06-01 2008-11-14
BUDROS, RUHLIN & ROE, INC. PRINCIPAL & CHIEF COMPLIANCE OFFICER direct 2001-06-01 2011-03-31
BUDROS, RUHLIN & ROE, INC. CHIEF PLANNING OFFICER & CHIEF COMPLIANCE OFFICER direct 2001-06-01 2014-04-15
RUHLIN, PEGGY, MILLER CHAIR OF THE BOARD OF DIRECTORS 02/01/2019 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BUDROS, RUHLIN & ROE, INC. CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, MEMBER OF THE BOARD OF DIRECTORS direct 1987-09-01
BUDROS, RUHLIN & ROE, INC. CHIEF COMPLIANCE OFFICER direct 2004-10-01 2007-03-29
BUDROS, RUHLIN & ROE, INC. PRINCIPAL & CHIEF COMPLIANCE OFFICER direct 1987-09-01 2008-11-14
BUDROS & RUHLIN, INC. PRINCIPAL direct 1987-09-01 2011-03-31
BUDROS, RUHLIN & ROE, INC. CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER direct 1987-09-01 2014-04-15
MARCINICK, GARY, JOHN EXECUTIVE VICE PRESIDENT OF BUSINESS DEVELOPMENT 06/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
BUDROS, RUHLIN & ROE, INC. EXECUTIVE VICE PRESIDENT direct 2006-06-01
SHISLER, ERIC, GERHARD VICE PRESIDENT & DIRECTOR OF RESEARCH 11/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
BUDROS, RUHLIN & ROE, INC. VICE PRESIDENT & DIRECTOR OF RESEARCH direct 2013-11-01
ARMSTRONG, AARON, TIMOTHY MEMBER OF BOARD OF DIRECTORS 05/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
BUDROS, RUHLIN & ROE, INC. MEMBER OF BOARD OF DIRECTORS direct 2014-05-01
JACK, BRIAN, ROCCO VICE PRESIDENT, DIRECTOR OF OPERATIONS 06/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
BUDROS, RUHLIN & ROE, INC. DIRECTOR OF OPERATIONS direct 2015-06-01
THOMPSON, KAREN, MARIE DIRECTOR OF HUMAN RESOURCES 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
BUDROS, RUHLIN & ROE, INC. DIRECTOR OF HUMAN RESOURCES direct 2014-10-01
RISTER, MICHAEL, SCOTT PRESIDENT 02/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
BUDROS, RUHLIN & ROE, INC. PRESIDENT direct 2019-02-01

BUDROS, RUHLIN & ROE, INC.

ownership team - last updated 2019-03-29
Name Title Start Date Direct/Indirect % Ownership
BUDROS, JAMES, LOUIS MEMBER OF THE BOARD OF DIRECTORS 02/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
BUDROS, RUHLIN & ROE, INC. CHAIRMAN OF THE BOARD OF DIRECTORS direct 1979-11-01
BUDROS & RUHLIN, INC. PRINCIPAL direct 1979-11-01 2011-03-31
BUDROS, RUHLIN & ROE, INC. CHAIRMAN direct 1979-11-01 2014-04-15
ROE, DANIEL, BEALE CO-CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, & MEMBER OF THE BOARD OF DIRECTORS 04/01/1996 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BUDROS, RUHLIN & ROE, INC. CHIEF INVESTMENT OFFICER AND MEMBER OF THE BOARD OF DIRECTORS direct 1996-04-01
BUDROS & RUHLIN, INC. PRINCIPAL direct 1996-04-01 2011-03-31
BUDROS, RUHLIN & ROE, INC. CHIEF INVESTMENT OFFICER direct 1996-04-01 2014-04-15
SCHUMAN, JOHN, DAVID CO-CHIEF EXECUTIVE OFFICER, CHIEF PLANNING OFFICER, CHIEF COMPLIANCE OFFICER, & MEMBER OF THE BOARD OF DIRECTORS 06/01/2001 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BUDROS, RUHLIN & ROE, INC. CHIEF PLANNING OFFICER, CHIEF COMPLIANCE OFFICER & MEMBER OF THE BOARD OF DIRECTORS direct 2001-06-01
BUDROS & RUHLIN, INC. PRINCIPAL direct 2001-06-01 2008-11-14
BUDROS, RUHLIN & ROE, INC. PRINCIPAL & CHIEF COMPLIANCE OFFICER direct 2001-06-01 2011-03-31
BUDROS, RUHLIN & ROE, INC. CHIEF PLANNING OFFICER & CHIEF COMPLIANCE OFFICER direct 2001-06-01 2014-04-15
RUHLIN, PEGGY, MILLER CHAIR OF THE BOARD OF DIRECTORS 02/01/2019 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BUDROS, RUHLIN & ROE, INC. CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, MEMBER OF THE BOARD OF DIRECTORS direct 1987-09-01
BUDROS, RUHLIN & ROE, INC. CHIEF COMPLIANCE OFFICER direct 2004-10-01 2007-03-29
BUDROS, RUHLIN & ROE, INC. PRINCIPAL & CHIEF COMPLIANCE OFFICER direct 1987-09-01 2008-11-14
BUDROS & RUHLIN, INC. PRINCIPAL direct 1987-09-01 2011-03-31
BUDROS, RUHLIN & ROE, INC. CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER direct 1987-09-01 2014-04-15
MARCINICK, GARY, JOHN EXECUTIVE VICE PRESIDENT OF BUSINESS DEVELOPMENT 06/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
BUDROS, RUHLIN & ROE, INC. EXECUTIVE VICE PRESIDENT direct 2006-06-01
SHISLER, ERIC, GERHARD VICE PRESIDENT & DIRECTOR OF RESEARCH 11/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
BUDROS, RUHLIN & ROE, INC. VICE PRESIDENT & DIRECTOR OF RESEARCH direct 2013-11-01
ARMSTRONG, AARON, TIMOTHY MEMBER OF BOARD OF DIRECTORS 05/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
BUDROS, RUHLIN & ROE, INC. MEMBER OF BOARD OF DIRECTORS direct 2014-05-01
JACK, BRIAN, ROCCO VICE PRESIDENT, DIRECTOR OF OPERATIONS 06/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
BUDROS, RUHLIN & ROE, INC. DIRECTOR OF OPERATIONS direct 2015-06-01
THOMPSON, KAREN, MARIE DIRECTOR OF HUMAN RESOURCES 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
BUDROS, RUHLIN & ROE, INC. DIRECTOR OF HUMAN RESOURCES direct 2014-10-01
RISTER, MICHAEL, SCOTT PRESIDENT 02/01/2019 Direct less than 5%
Fund Name Position direct/indirect start date end date
BUDROS, RUHLIN & ROE, INC. PRESIDENT direct 2019-02-01

BUDROS, RUHLIN & ROE, INC.

ownership team - last updated 2018-11-06
Name Title Start Date Direct/Indirect % Ownership
BUDROS, JAMES, LOUIS CHAIRMAN OF THE BOARD OF DIRECTORS 11/01/1979 Direct less than 5%
Fund Name Position direct/indirect start date end date
BUDROS, RUHLIN & ROE, INC. CHAIRMAN OF THE BOARD OF DIRECTORS direct 1979-11-01
BUDROS & RUHLIN, INC. PRINCIPAL direct 1979-11-01 2011-03-31
BUDROS, RUHLIN & ROE, INC. CHAIRMAN direct 1979-11-01 2014-04-15
ROE, DANIEL, BEALE CHIEF INVESTMENT OFFICER AND MEMBER OF THE BOARD OF DIRECTORS 04/01/1996 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BUDROS, RUHLIN & ROE, INC. CHIEF INVESTMENT OFFICER AND MEMBER OF THE BOARD OF DIRECTORS direct 1996-04-01
BUDROS & RUHLIN, INC. PRINCIPAL direct 1996-04-01 2011-03-31
BUDROS, RUHLIN & ROE, INC. CHIEF INVESTMENT OFFICER direct 1996-04-01 2014-04-15
SCHUMAN, JOHN, DAVID CHIEF PLANNING OFFICER, CHIEF COMPLIANCE OFFICER & MEMBER OF THE BOARD OF DIRECTORS 06/01/2001 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BUDROS, RUHLIN & ROE, INC. CHIEF PLANNING OFFICER, CHIEF COMPLIANCE OFFICER & MEMBER OF THE BOARD OF DIRECTORS direct 2001-06-01
BUDROS & RUHLIN, INC. PRINCIPAL direct 2001-06-01 2008-11-14
BUDROS, RUHLIN & ROE, INC. PRINCIPAL & CHIEF COMPLIANCE OFFICER direct 2001-06-01 2011-03-31
BUDROS, RUHLIN & ROE, INC. CHIEF PLANNING OFFICER & CHIEF COMPLIANCE OFFICER direct 2001-06-01 2014-04-15
RUHLIN, PEGGY, MILLER CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, MEMBER OF THE BOARD OF DIRECTORS 09/01/1987 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BUDROS, RUHLIN & ROE, INC. CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, MEMBER OF THE BOARD OF DIRECTORS direct 1987-09-01
BUDROS, RUHLIN & ROE, INC. CHIEF COMPLIANCE OFFICER direct 2004-10-01 2007-03-29
BUDROS, RUHLIN & ROE, INC. PRINCIPAL & CHIEF COMPLIANCE OFFICER direct 1987-09-01 2008-11-14
BUDROS & RUHLIN, INC. PRINCIPAL direct 1987-09-01 2011-03-31
BUDROS, RUHLIN & ROE, INC. CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER direct 1987-09-01 2014-04-15
MARCINICK, GARY, JOHN EXECUTIVE VICE PRESIDENT 06/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
BUDROS, RUHLIN & ROE, INC. EXECUTIVE VICE PRESIDENT direct 2006-06-01
SHISLER, ERIC, GERHARD VICE PRESIDENT & DIRECTOR OF RESEARCH 11/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
BUDROS, RUHLIN & ROE, INC. VICE PRESIDENT & DIRECTOR OF RESEARCH direct 2013-11-01
ARMSTRONG, AARON, TIMOTHY MEMBER OF BOARD OF DIRECTORS 05/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
BUDROS, RUHLIN & ROE, INC. MEMBER OF BOARD OF DIRECTORS direct 2014-05-01
JACK, BRIAN, ROCCO VICE PRESIDENT, DIRECTOR OF OPERATIONS 06/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
BUDROS, RUHLIN & ROE, INC. DIRECTOR OF OPERATIONS direct 2015-06-01
THOMPSON, KAREN, MARIE DIRECTOR OF HUMAN RESOURCES 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
BUDROS, RUHLIN & ROE, INC. DIRECTOR OF HUMAN RESOURCES direct 2014-10-01

BUDROS, RUHLIN & ROE, INC.

ownership team - last updated 2018-05-16
Name Title Start Date Direct/Indirect % Ownership
BUDROS, JAMES, LOUIS CHAIRMAN OF THE BOARD OF DIRECTORS 11/01/1979 Direct less than 5%
Fund Name Position direct/indirect start date end date
BUDROS, RUHLIN & ROE, INC. CHAIRMAN OF THE BOARD OF DIRECTORS direct 1979-11-01
BUDROS & RUHLIN, INC. PRINCIPAL direct 1979-11-01 2011-03-31
BUDROS, RUHLIN & ROE, INC. CHAIRMAN direct 1979-11-01 2014-04-15
ROE, DANIEL, BEALE CHIEF INVESTMENT OFFICER AND MEMBER OF THE BOARD OF DIRECTORS 04/01/1996 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BUDROS, RUHLIN & ROE, INC. CHIEF INVESTMENT OFFICER AND MEMBER OF THE BOARD OF DIRECTORS direct 1996-04-01
BUDROS & RUHLIN, INC. PRINCIPAL direct 1996-04-01 2011-03-31
BUDROS, RUHLIN & ROE, INC. CHIEF INVESTMENT OFFICER direct 1996-04-01 2014-04-15
SCHUMAN, JOHN, DAVID CHIEF PLANNING OFFICER, CHIEF COMPLIANCE OFFICER & MEMBER OF THE BOARD OF DIRECTORS 06/01/2001 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BUDROS, RUHLIN & ROE, INC. CHIEF PLANNING OFFICER, CHIEF COMPLIANCE OFFICER & MEMBER OF THE BOARD OF DIRECTORS direct 2001-06-01
BUDROS & RUHLIN, INC. PRINCIPAL direct 2001-06-01 2008-11-14
BUDROS, RUHLIN & ROE, INC. PRINCIPAL & CHIEF COMPLIANCE OFFICER direct 2001-06-01 2011-03-31
BUDROS, RUHLIN & ROE, INC. CHIEF PLANNING OFFICER & CHIEF COMPLIANCE OFFICER direct 2001-06-01 2014-04-15
RUHLIN, PEGGY, MILLER CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, MEMBER OF THE BOARD OF DIRECTORS 09/01/1987 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BUDROS, RUHLIN & ROE, INC. CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER, MEMBER OF THE BOARD OF DIRECTORS direct 1987-09-01
BUDROS, RUHLIN & ROE, INC. CHIEF COMPLIANCE OFFICER direct 2004-10-01 2007-03-29
BUDROS, RUHLIN & ROE, INC. PRINCIPAL & CHIEF COMPLIANCE OFFICER direct 1987-09-01 2008-11-14
BUDROS & RUHLIN, INC. PRINCIPAL direct 1987-09-01 2011-03-31
BUDROS, RUHLIN & ROE, INC. CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER direct 1987-09-01 2014-04-15
MARCINICK, GARY, JOHN EXECUTIVE VICE PRESIDENT 06/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
BUDROS, RUHLIN & ROE, INC. EXECUTIVE VICE PRESIDENT direct 2006-06-01
SHISLER, ERIC, GERHARD VICE PRESIDENT & DIRECTOR OF RESEARCH 11/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
BUDROS, RUHLIN & ROE, INC. VICE PRESIDENT & DIRECTOR OF RESEARCH direct 2013-11-01
ARMSTRONG, AARON, TIMOTHY MEMBER OF BOARD OF DIRECTORS 05/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
BUDROS, RUHLIN & ROE, INC. MEMBER OF BOARD OF DIRECTORS direct 2014-05-01
JACK, BRIAN, ROCCO VICE PRESIDENT, DIRECTOR OF OPERATIONS 06/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
BUDROS, RUHLIN & ROE, INC. DIRECTOR OF OPERATIONS direct 2015-06-01
THOMPSON, KAREN, MARIE DIRECTOR OF HUMAN RESOURCES 10/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
BUDROS, RUHLIN & ROE, INC. DIRECTOR OF HUMAN RESOURCES direct 2014-10-01

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