The Certified Financial Planner Board of Standards’ board of directors announced that it has elected Elizabeth Miller as the board’s 2024 chair-elect.
As part of her role, Miller will spend a year shadowing 2024 chair Matt Boersen in preparation for taking over in 2025. Chair-elects and board chairs each serve one year.
“I am honored to be selected as the 2024 board chair-elect by my fellow members of the board of directors,” Miller said in a statement. “Our profession is needed now more than ever, and I am thrilled to collaborate with my fellow board members and the staff at CFP Board to foster a growing and diverse community of CFP professionals, ensuring that more Americans receive competent, ethical financial planning.”
Miller is the founder and president of Summit Place Financial Advisors, a New Jersey-based RIA with $200 million in assets under management. She has a long history in finance.
Miller began her career as a mergers & acquisition analyst for the First Boston Corporation. In 1992, she started at Oppenheimer Mutual Funds as an associate portfolio manager. Miller then joined investment management services firm Trevor Stewart Burton & Jacobsen in 1994 as a managing director and head of equity research. She founded Summit in 2008, the same year she got her CFP certification.
Miller serves on the alumni board of the Sphinx Society of the University of Pennsylvania, the external advisory board of the New Jersey Institute of Technology, and the editorial advisory board for wealth management journal Trusts & Estates.
Miller joined the CFP board as a board director in 2020 and currently serves as a member of the CFP Board Center for Financial Planning’s Campaign Development Committee.
“Liz is a remarkable leader whose contributions to the profession are substantial,” current board of directors’ chair Dan Moisand said in a statement. “We are excited about the wealth of experience she brings to the role, and we look forward to her leadership and vision as we continue to advance the financial planning profession.”
