Jeremy Roane

Analyst-Equity at

Todd Asset Management LLC

Finance

Consumer Services

Distribution Services

Profile

Mr. Jeremy M.
Roane, CFA MBA, is a Research Analyst at Todd Asset Management LLC.
He started with Todd Asset Management as a Research Analyst in October 2016.
He has over 16 years of industry experience.
Mr. Roane began his career in banking before transitioning in 2012 to Hilliard Lyons, where he worked as an Associate Equity Research Analyst.
He is a graduate of the University of Kentucky where he earned a BBA in Finance in 2010.
He received his MBA with Distinction from the University of Louisville in 2017 and holds the Chartered Financial Analyst designation.

Jeremy Roane active positions

Companies	Position	Start
Todd Asset Management LLC Todd Asset Management LLC Investment ManagersFinance TAM provides continuous advice to clients regarding the investment of assets based on the investment objectives established by the client. The firm uses the following methods of analysis in formulating their investment advice and/or managing client assets.	Analyst-Equity	01/10/2016

All active positions of Jeremy Roane

Former positions of Jeremy Roane

Companies	Position	End
Republic Bank & Trust Co. (Louisville, Kentucky) Republic Bank & Trust Co. (Louisville, Kentucky) Regional BanksFinance Operates as a state chartered commercial bank	Corporate Officer/Principal	01/04/2012
MarketSource, Inc. MarketSource, Inc. Miscellaneous Commercial ServicesCommercial Services Provides outsourced sales solutions for organizations	Corporate Officer/Principal	01/04/2012
Fifth Third Bank Kentucky, Inc. Fifth Third Bank Kentucky, Inc. Regional BanksFinance State chartered commercial bank	Corporate Officer/Principal	01/09/2009
University of Kentucky University of Kentucky Other Consumer ServicesConsumer Services Functions as a College/University	Corporate Officer/Principal	01/06/2009
Misco America, Inc. Misco America, Inc. Electronics DistributorsDistribution Services Operates as a retailer of computers and computer peripherals	Corporate Officer/Principal	01/02/2008

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Linked companies

Private companies	8
Misco America, Inc. Misco America, Inc. Electronics DistributorsDistribution Services Operates as a retailer of computers and computer peripherals	Distribution Services
Fifth Third Bank Kentucky, Inc. Fifth Third Bank Kentucky, Inc. Regional BanksFinance State chartered commercial bank	Finance
J.J.B. Hilliard, W.L. Lyons LLC J.J.B. Hilliard, W.L. Lyons LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
Republic Bank & Trust Co. (Louisville, Kentucky) Republic Bank & Trust Co. (Louisville, Kentucky) Regional BanksFinance Operates as a state chartered commercial bank	Finance
University of Kentucky University of Kentucky Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Louisville University of Louisville Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
MarketSource, Inc. MarketSource, Inc. Miscellaneous Commercial ServicesCommercial Services Provides outsourced sales solutions for organizations	Commercial Services
Todd Asset Management LLC Todd Asset Management LLC Investment ManagersFinance TAM provides continuous advice to clients regarding the investment of assets based on the investment objectives established by the client. The firm uses the following methods of analysis in formulating their investment advice and/or managing client assets.	Finance