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Peter Calfee brings a distinguished background in finance, education, and nonprofit leadership to his work. He earned his B.A. from Stanford University and his M.B.A. from the University of Chicago’s Booth School of Business. A retired CPA, CFP®, and CLU, Peter served as Chair of the CFP Board of Examiners and was a member of the CFP Board of Governors. His expertise includes deep experience with SEC and FINRA regulatory matters.
Peter has taught at institutions including Hiram College, Lake Erie College, and in the financial planning programs at John Carroll and Myers Universities. He has had board roles for numerous charitable organizations during his career and in retirement.
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