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Jeremy Roane

Jeremy Roane

Buy-side Equity Research Analyst at Todd Asset Management LLC

Louisville, KY , United States

About

Jeremy Roane is a Buy-side Equity Research Analyst at TODD ASSET MANAGEMENT LLC in Louisville, KY, where he plays a key role in the firm's fundamental research and portfolio management activities. His responsibilities include conducting bottom-up analysis and contributing to all aspects of the investment process, with a focus on uncovering value opportunities across large-cap equities. The firm's approach emphasizes broad sector coverage, and Roane operates as a generalist, providing research and insights across various industries within public equity markets.

Prior to joining Todd Asset Management in 2016, Jeremy was an Associate Equity Research Analyst at Hilliard Lyons, where he developed his expertise in equity research and investment valuation. His career began in banking, bringing a well-rounded perspective to his analysis and decision-making process within the asset management space.

Jeremy holds a Bachelor of Business Administration in Finance from the University of Kentucky and an MBA with Distinction in Finance from the University of Louisville. He earned the Chartered Financial Analyst (CFA) designation in 2020, reflecting his commitment to professional excellence and rigorous investment analysis.

Career History

OrganizationRoleDate RangeDetails
Todd Asset ManagementBuy-side Equity Research AnalystJan 2016 to Present
Hilliard LyonsAssociate Equity Research AnalystJan 2012 to Jan 2016

Education

University of Louisville

Master of Business Administration (MBA), Finance

2015 2017

University of Kentucky

Bachelor of Business Administration (BBA), Finance

2007 2010

Skills & Expertise

Investment Decisions
Equity Research
Chartered Financial Analyst
Equity Research Analysis
Equity Valuation
Portfolio Management
Asset Management
Investment Management
Buy side
Sell Side
Portfolio Optimization
Collaborative Problem Solving
Financial Statement Analysis
Competitive Analysis
Asset Allocation
Mergers & Acquisitions (M&A)
Bloomberg
Alternative Investments
Investment Banking
Private Equity

Others at Todd Asset Management LLC (4)

NameRoleLocation
J
Jeremy Riddle
Head TraderLouisville, KY , United States
Shaun Siers
Shaun Siers
Portfolio ManagerLouisville, KY , United States
j
jack Holden
Investment ManagerLouisville, KY , United States
T
Travis Konermann
Research AnalystLouisville, KY , United States