Egan Curtis Rosell

Employer firm

Eubel Brady & Suttman CRD 107316

$2.07B regulatory AUM 9 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → 03/2020
  Eubel Brady & Suttman Asset Management, Inc.
  Dayton, OH
• 08/2014 → 03/2018
  22 Three Inc.
  Lebanon, OH
• 01/2015 → 12/2017
  Wright State University
  Dayton, OH
• 03/2020 → 01/2023
  Eubel Brady & Suttman Asset Management, Inc.
  Dayton, OH
• 01/2023 → Present
  Eubel Brady & Suttman Asset Management, Inc.
  Dayton, OH

Designations

• Certified Financial Planner