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peter ventre

Executive Profile

Peter B. Ventre, CPA, CFA
CFA Portland

T/  207.774.4461
F/  207.772.2227
E/  pventre@cfaw.com

Peter is a seasoned finance professional with 25 years of expertise in corporate finance, accounting, and operational management. He is a persuasive and collaborative leader, acknowledged for his proven interpersonal and team building skills. Peter's clients value his strong analytical and critical strategic thinking abilities.

Peter joined CFA in 2004, three years after successfully launching his own corporate finance advisory firm with CFA Portland Managing Director Peter Moore. In 2001, Peter transitioned to a transactional role after a successful corporate finance career. Since 2001 Peter's professional focus has been on structuring corporate and commercial real estate financing transactions in a variety of industries. Peter brings creativity and tenacity to every client he serves, seeking to secure to the highest value for his client in whatever the context.

Prior to 2001, Peter served in senior financial management capacities at two Fortune 500 financial services companies: UnumProvident Corporation and Anthem Blue Cross and Blue Shield. During his twelve years in the financial services industry Peter held a number of roles, including financial planner, controller, and treasurer. In these capacities he participated in a number of strategic acquisitions as a critical member of the acquisition financial team.

Peter's experience includes managing complex organizational structures and systems in finance, accounting, treasury, and investment functions. Peter has worked extensively with other financial services companies, venture capital firms and healthcare organizations, as well as many small and mid-sized companies.

Prior to 1990, Mr. Ventre worked for eight years within the audit practice and Ernst and Young, assisting a broad range of clients on financial matters.

Peter is a Certified Public Accountant (CPA) and holds the Chartered Financial Analyst (CFA) designation. He graduated cum laude from the University of Massachusetts in Amherst and holds a Bachelor of Business Administration degree in Accounting and a minor concentration in German.

Professional Activities

  • Certified Public Accountant registered in Maine and Massachusetts
  • Chartered Financial Analyst
  • Member in good standing:

    American Institute of Certified Public Accountants (AICPA)
    Maine Society of Certified Public Accountants (MSCPA)
    Association of Investment Management and Research (AIMR)
    Maine Chapter of the Boston Security Analysts Society
    Maine Real Estate & Development Association

Community Involvement

  • Treasurer, Pine Tree Council, Boy Scouts of America
  • Vice Chair and Chairman Elect, Portland Region Chamber of Commerce
  •  Member Financial Stewardship Committee, Foreside Community Church
  • Capital Campaign Member, Portland Ronald McDonald House

Selected Awards and Honors

  • Past President of the Portland Community Chamber of Commerce
  • Eagle Scout
 
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