Investment Bankers to the Middle Market
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Executive Profile

Peter B. Ventre

Peter B. Ventre

CFA Portland

Pete is a seasoned finance and accounting professional with 33 years of expertise in corporate finance, accounting, and operational management. He is a persuasive and collaborative leader, acknowledged for his proven interpersonal, team building and negotiating skills. Pete's clients value his strong analytical and critical strategic thinking abilities.

In 2001, Pete transitioned to a transactional role after a successful corporate finance career. Since 2001 Pete's professional focus has been on structuring corporate and commercial real estate financing transactions, and representing business owners in the sale of their businesses. Pete 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, Pete 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 Pete 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.

Pete's experience includes managing complex organizational structures and systems in finance, accounting, treasury, and investment functions. Pete 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, Pete worked for eight years within the business assurance services practice at Ernst and Young, assisting a broad range of clients on financial and accounting matters.

Pete is the Chairman of Corporate Finance Securities, Inc., an affiliated FINRA Broker/Dealer.

Pete is a Certified Public Accountant (CPA), a Certified Global Management Accountant, 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)
      CFA Institute and Maine Security Analysts Society
      Maine Real Estate & Development Association

Community Involvement

  • Treasurer, Portland Yacht Club, Falmouth, Maine
  • Treasurer, Foreside Community Church, Falmouth, Maine
  • Trustee and Board member, Portland Public Library
  • Finance Committee and Board member, Maine Appalachian Trail Land Trust
  • Past Chairman and Finance Committee member, Portland Region Chamber of Commerce
  • Past President and Executive Board member, Pine Tree Council, Boy Scouts of America
  • Assistant Scoutmaster, Troop 58, Cumberland, Maine