Peggy Miller Ruhlin
Directeur/Membre du Conseil chez Certified Financial Planner Board of Standards, Inc.
Profil
Ms. Peggy M.
Ruhlin, CPA, is on the Board of Directors at BRR Opco LLC and Certified Financial Planner Board of Standards, Inc. She was formerly its Chief Executive Officer from 2000 to 2019.
She was elected to a four-year term on the Board of Directors of the Certified Financial Planner Board of Standards, Inc. in 2015, and finished a three-year term on the Schwab Advisor Services Advisory Board at the end of 2016.
She is a trustee emerita of Otterbein University, having previously served as a trustee (2001-2014), vice-chair of the Board of Trustees, and chair of the Investment Committee.
For eight years, she was a trustee of the Washington, D.C.-based Foundation for Financial Planning.
She is a Certified Public Accountant with a Personal Financial Specialist accreditation.
She earned a Bachelor of Arts degree in Business Administration from Otterbein, and, in 2009.
Postes actifs de Peggy Miller Ruhlin
| Sociétés | Poste | Début |
|---|---|---|
Certified Financial Planner Board of Standards, Inc.
 Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Directeur/Membre du Conseil | - |
Anciens postes connus de Peggy Miller Ruhlin
| Sociétés | Poste | Fin |
|---|---|---|
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. | Directeur Général | 01/02/2019 |
| The International Association for Financial Planning | Président | - |
| Foundation for Financial Planning | Corporate Officer/Principal | - |
Formation de Peggy Miller Ruhlin
| Otterbein College | Undergraduate Degree |
Expériences
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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Sociétés liées
| Entreprise privées | 4 |
|---|---|
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 |
| Foundation for Financial Planning | |
| The International Association for Financial Planning | |
Certified Financial Planner Board of Standards, Inc.
Certified Financial Planner Board of Standards, Inc. Miscellaneous Commercial ServicesCommercial Services Certified Financial Planner Board of Standards, Inc. is a non-profit organization that grants the Certified Financial Planner? (CFP) certification. CFP professionals offers budgeting, tax management, and financial services. The company was founded in 1985 and is headquartered in Washington, DC. | Commercial Services |
