John David Schuman
Keine laufenden Positionen mehr
Profil
Mr. John D.
Schuman, CPA, is a Chief Planning Officer & Co-CEO at BRR Opco LLC.
His expertise includes estate planning and taxation, income tax, general business and succession planning, and charitable and retirement planning.
He is currently licensed attorney, he adds an exceptional perspective to the firm.
Prior to joining Budros, Ruhlin & Roe, he was a senior manager with Deloitte & Touche in its Private Client Advisory group.
Previously, he practiced law with Squire, Sanders & Dempsey.
He is a past president of the Board of Trustees of the ALS Association Central and Southern Ohio Chapter, and a former trustee and treasurer of the Rotary Club of Upper Arlington Foundation.
He holds a Bachelor of Science degree from The Ohio State University and a Juris Doctorate degree from Capital University Law School (summa cum laude).
He is a member of the Financial Planning Association, the National Association of Personal Financial Advisors, and the Columbus, State of Ohio, and American Bar Associations.
He also serves as a member of the Professional Council of The Columbus Foundation and as an advisory board member of the Conway Family Business Center of Central Ohio.
Ehemalige bekannte Positionen von John David Schuman
| Unternehmen | Position | Ende |
|---|---|---|
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. | Vorstandsvorsitzender | 01.01.2022 |
Squire, Sanders & Dempsey LLP (Florida)
 Squire, Sanders & Dempsey LLP (Florida) Miscellaneous Commercial ServicesCommercial Services Part of Squire Patton Boggs (US) LLP, Squire, Sanders & Dempsey LLP (Florida) is a company based in Miami, FL. | Corporate Officer/Principal | - |
Deloitte & Touche LLP
 Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Ausbildung von John David Schuman
| The Ohio State University | Undergraduate Degree |
| Capital University | Graduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
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 |
Deloitte & Touche LLP
Deloitte & Touche LLP Miscellaneous Commercial ServicesCommercial Services Deloitte & Touche LLP engages in the provision of audit, advisory, financial advisory, tax, and consulting services. The company was founded on March 7, 1995 and is headquartered in New York, NY. | Commercial Services |
Squire, Sanders & Dempsey LLP (Florida)
Squire, Sanders & Dempsey LLP (Florida) Miscellaneous Commercial ServicesCommercial Services Part of Squire Patton Boggs (US) LLP, Squire, Sanders & Dempsey LLP (Florida) is a company based in Miami, FL. | Commercial Services |
