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Jeremy Roane
Buy-side Equity Research Analyst at Todd Asset Management LLC
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Todd Asset Management | Buy-side Equity Research Analyst | Jan 2016 to Present | — |
| Hilliard Lyons | Associate Equity Research Analyst | Jan 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
Others at Todd Asset Management LLC (4)
| Name | Role | Location |
|---|---|---|
J Jeremy Riddle | Head Trader | Louisville, KY , United States |
| Portfolio Manager | Louisville, KY , United States | |
j jack Holden | Investment Manager | Louisville, KY , United States |
T Travis Konermann | Research Analyst | Louisville, KY , United States |