Peggy Miller Ruhlin
Director/Board Member at Certified Financial Planner Board of Standards, Inc.
Peggy Miller Ruhlin active positions
| Companies | Position | Start | End |
|---|---|---|---|
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 | - | - |
Career history of Peggy Miller Ruhlin
Former positions of Peggy Miller Ruhlin
| Companies | Position | Start | 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. | Director/Board Member | 2019-01-31 | 2021-12-31 |
| Chief Executive Officer | 1987-08-31 | 2019-01-31 | |
| Chief Operating Officer | 1987-08-31 | - | |
| Director of Finance/CFO | 1987-08-31 | - | |
| The International Association for Financial Planning | Chairman | 2005-12-31 | - |
| President | 2005-12-31 | - | |
| Foundation for Financial Planning | Corporate Officer/Principal | - | - |
Training of Peggy Miller Ruhlin
| Otterbein College | Undergraduate Degree |
Statistics
International
| United States | 6 |
Operational
| Director/Board Member | 2 |
| Chief Executive Officer | 1 |
| Chief Operating Officer | 1 |
Sectoral
| Finance | 2 |
| Consumer Services | 2 |
| Commercial Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
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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