Cambridge welcomes Matt Guba to the firm as director of Cash Management Solutions. In this role, Guba is responsible for developing and leading all aspects of the firm’s Cash Management Strategy with its advisors regarding cash and cash equivalent solutions for their clients.
Guba joins Cambridge with over 10 years of experience in the financial services industry. Prior to joining Cambridge, Guba served as Manager of Product and Practice Management at Cantella & Co., Inc. Additionally, he held leadership roles at Signator Investors, Inc. and John Hancock Life Insurance. At Cambridge, Guba will be responsible for developing strategies to incorporate cash management and cash investment products into an advisor’s wealth management business as well as revenue projections and other budget and forecasting activities as it pertains to the firm’s Cash Management Strategy.
Guba earned a Bachelor of Science degree in economics from Pennsylvania State University. He is a certified financial planner™ professional and holds the FINRA Series 7, 63, and 66 licenses, as well as the Accredited Investment Fiduciary (AIF®) and Chartered Life Underwriter (CLU®) designations.
Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly owned subsidiaries of Cambridge Investment Group, Inc.