Peggy Miller Ruhlin
Director/Board Member at Certified Financial Planner Board of Standards, Inc.
Profile
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.
Peggy Miller Ruhlin active positions
| Companies | Position | Start |
|---|---|---|
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. | Director/Board Member | - |
Former positions of Peggy Miller Ruhlin
| Companies | Position | End |
|---|---|---|
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. | Chief Executive Officer | 2019-01-31 |
| The International Association for Financial Planning | Chairman | - |
| Foundation for Financial Planning | Corporate Officer/Principal | - |
Training of Peggy Miller Ruhlin
| Otterbein College | Undergraduate Degree |
Experiences
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1st degree connections
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Linked companies
| Private companies | 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 |
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