Peter A. Phelps

Chief Financial Officer

Peter is a seasoned Chief Financial Officer with four decades of financial leadership across the SaaS, healthcare, real estate, and financial services sectors. Known for his strategic vision, Peter has raised over $400 million in capital and guided numerous companies to successful exits. He has served as CFO for private equity-backed technology firms, where he implemented corporate governance and complex financial planning. Peter also played a pivotal role in an IPO, that raised $83 million and held significant leadership roles at Plymouth Rock Assurance (CFO) and other industry-leading companies, consistently advancing financial operations and corporate strategy. A licensed CPA in Florida, he holds a Bachelor’s in Accounting from the University of Maryland and an MBA from George Washington University.