Please contact Cambridge’s Public Relations Team at publicrelations@cir2.com for news media inquiries, executive speaking engagements, industry sponsorship opportunities, media planning, and community involvement.
Cambridge Welcomes Students for 11th Year of The Next Step® Internship Program
Cambridge Named a 2022 ThinkAdvisor LUMINARIES Finalist in Two Categories
Firm recognized in the areas of executive leadership and community impact.
Cambridge Named a 2022 WealthManagement.com Industry Awards Finalist in Four Categories
Two executives and two initiatives were named finalists in a year that featured a record-setting number of submissions
Bynum, Janota Named to InvestmentNews 40 Under 40 List
Megan Bynum and Chris Janota have been named 2022 InvestmentNews 40 Under 40 honorees.
Cambridge’s Andrea Shafer Named to InvestmentNews 40 Under 40 List
Andrea Shafer has been named a 2022 InvestmentNews 40 Under 40 honoree.
Cambridge Partners with Spire Outsourcing for Outsourced Financial Planning Solution
Cambridge Welcomes Nicole Johnson as Vice President of Business Development
Cambridge Announces Recipients of Ninth Annual Jim Guy Memorial Scholarship
Cambridge is pleased to announce the recipients of the ninth annual Jim Guy Memorial Scholarship. Each year the program honors the legacy of former Cambridge executive Jim Guy by awarding two $1,000 educational scholarships.
Peggy Haslach of The Finity Group Named an InvestmentNews ‘Rising Star’
Cambridge financial professional selected for her ability to inspire others from diverse backgrounds to succeed in the financial advice profession
Cambridge Executive Vice President & Chief Marketing Officer Jeff Vivacqua Elected Vice-Chair of Board of Directors for International Non-Profit
Cambridge Investment Research, Inc. (Cambridge) is proud to share Executive Vice President and Chief Marketing Officer Jeff Vivacqua has been elected to a new two-year term as Vice-Chair on Invest in Others Charitable Foundation (IiO) Board of Directors.
Cambridge Joins Community Leaders in Groundbreaking of Local Childcare Center
Cambridge Partners with Retirement Plan Advisors to Launch Public Sector Retirement Plan Offering
Industry leaders unite to bring local advisory and fiduciary services to communities nationwide
Cambridge Promotes Lindsay Haskins to Vice President of Public Relations & Creative Marketing
Cambridge has promoted Lindsay Haskins to Vice President of Public Relations and Creative Marketing. In this role, she works collaboratively with senior leaders across Cambridge’s marketing teams to elevate the firm’s competitive position as an industry leader and increase its overall visibility and engagement across the business landscape.
Cambridge Promotes Sarah Berner to Vice President of Operations
Cambridge Awarded 2022 Top Workplace USA Recognition
Cambridge is proud to announce the firm has been named a recipient of the 2022 Top Workplace USA award, issued by Energage, an independent research organization.
Cambridge Recognized by Nashville Based Non-profit
Cambridge President and CEO Amy Webber Elected Member of FSI Board of Directors
Von D. Cook II Elected Member of FSI Board of Directors
Cambridge Announces Ninth Annual Jim Guy Memorial Scholarship Program
Cambridge’s ninth annual Jim Guy Memorial Scholarship program is now open and accepting applications through February 23, 2022.
Chad Cooper Receives 2021 NAIFA Diversity Champion Award
Cambridge financial professional honored for commitment to diversity, equity, and inclusion
Donna Kendrick Secures Invest in Others Grant
Cambridge financial professional and founder of Sephton Financial earns $20,000 grant for Abington Health Foundation
Cambridge Promotes Kristy Quinn to Vice President of Operations
Cambridge Honors Dawn Baker, John Fenwick, and Kim Gaxiola with 2021 Spirit of Cambridge Award
Cambridge Engages Skience to Provide New Digital Client Onboarding Module
Cambridge, among the leading financial solutions firms, and Skience, a leading financial services solution and consulting provider, announced today Cambridge has selected Skience as a partner in its journey to enhance the firm’s comprehensive digital business environment, CLIC®
Cambridge Named 2021 Top Workplace for 11th Consecutive Year
Nick Graham Named Chief Technology Officer of the Year by WealthManagement.com
Cambridge Executive Chairman Recognized in ThinkAdvisor LUMINARIES Class of 2021
Cambridge Founder and Executive Chairman Eric Schwartz was recognized in the inaugural ThinkAdvisor LUMINARIES Class of 2021, in the category of Executive Leadership.
Webber Recognized in ThinkAdvisor LUMINARIES Class of 2021
Cambridge Receives Honors as Part of ThinkAdvisor LUMINARIES Class of 2021
Cambridge Wraps Up 10th Annual The Next Step Internship Program
Cambridge Promotes Valarie Vest to First Vice President
Cambridge Investment Research, Inc. Partners with Atlas Point to Offer Financial Virtues
Cambridge Press Release July
Nick Graham Selected as 2021 WealthManagement.com Industry Awards Chief Technology Officer of the Year Finalist
Cambridge Announces Recipients of Eighth Annual Jim Guy Memorial Scholarship
Cambridge is pleased to announce the recipients of the eighth annual Jim Guy Memorial Scholarship.
Cambridge Promotes Chad George to Vice President of Business Consulting
Cambridge Promotes Larry Casey to Vice President of Technology
Cambridge Awarded Inaugural 2021 Top Workplace USA Recognition
Cambridge is excited to announce that the firm has received the inaugural 2021 Top Workplace USA award. This award is built on the program’s 14-year history surveying more than 20 million employees across 54 markets for the regional Top Workplaces awards.
Cambridge Receives 2020 Iowa Recognition for Performance Excellence Award
Cambridge Expands Commitment to Diversity, Equality, and Inclusion Focus with the Addition of New Advisory Council
Cambridge is pleased to introduce the Cambridge Diversity, Equality, and Inclusion Advisory Council of financial professionals as an integral part of the Cambridge Diversity, Equality, and Inclusion Committee that was formally launched in early 2020.
Cambridge Announces Expansion with New Office Space in Phoenix
As an extension of the firm's main campus, Cambridge, a leading financial solutions firm, has announced the opening of a new office space located in Phoenix, Arizona.
Cambridge Announces Eighth Annual Jim Guy Memorial Scholarship Program
Cambridge’s eighth annual Jim Guy Memorial Scholarship program is now open and accepting applications through February 15, 2021.
Colleen Bell Recognized as 2020 InvestmentNews Women to Watch Honoree
Aprilyn Chavez Geissler Recognized as 2020 InvestmentNews Women to Watch Honoree
Cambridge congratulates independent financial professional Aprilyn Chavez Geissler for being recognized as InvestmentNews 2020 Women to Watch honoree.
Kelly Carlson of Advizrs, Inc. Named to 2020 NAPA Top Women Advisors List
Cambridge Investment Research, Inc. Selects AdvicePay to Propel Fee for Service Financial Planning Strategy
Cambridge Independent Financial Professionals Qualify for 2020 WIFS Circle of Excellence
Cambridge would like to congratulate independent financial professionals Lisa Sappenfield Boyer and Kelly Hoff on qualifying for the 2020 Women in Insurance and Financial Services (WIFS) Circle of Excellence.
Thom Freismuth of HUB International Named to 2020 Financial Times Top 401 Retirement Plan Advisers List
Cambridge Welcomes FCG Advisors
Cambridge Welcomes Tammy Robbins as Executive Vice President and Chief Business Development Officer
Cambridge Honors Denny Gustin-Piazza, Jimmy Williams, and Shane Westhoelter with the 2020 Spirit of Cambridge Award
Cambridge recognizes independent financial professionals – Denny Gustin-Piazza, Jimmy Williams, and Shane Westhoelter – as the 2020 Spirit of Cambridge Award honorees.
Cambridge Welcomes Daniel Wright as First Vice President and Chief Compliance Officer
Cambridge Named 2020 Top Workplace for 10th Consecutive Year
Cambridge and INVENT.us Reimagining and Redesigning Digital Business Environment for Independent Financial Professionals
Cambridge, among the leading financial solutions firms, and INVENT.us, an innovative cloud technology and consulting firm, announced today that Cambridge has selected INVENT.us and its consulting arm, INVENT Elite, to reimagine and redesign Cambridge’s financial professional experience through its comprehensive CLIC digital business environment.
Cambridge Promotes Lizzie Warner to Vice President of Business Development
Cambridge Honored as 13-time Broker-Dealer of the Year 2020
Cambridge is honored to be recognized Broker-Dealer of the Year1 in 2020 by Investment Advisor magazine. Cambridge is the only firm to achieve this recognition 13 times, making it the most honored firm in the history of this award – driven by the satisfaction ratings of independent financial professionals.
Kevin Whiteford of Whiteford Wealth Management, Inc. Named to FSI Advocacy Circle of Excellence
Nick Graham Named to Inaugural FSI Advocacy Circle of Excellence
Nick Graham Named Chief Technology Officer of the Year Finalist at the WealthManagement.com 2020 Industry Awards
Cambridge Announces Winners of Seventh Annual Jim Guy Memorial Scholarship
Cambridge is pleased to announce the recipients of the seventh annual Jim Guy Memorial Scholarship. Each year the program honors the legacy of former Cambridge executive Jim Guy by awarding two $1,000 educational scholarships.
Amy Webber Recognized in IA 25 for 2020 as Most Influential in the Industry for the Sixth Year
Amy Webber, Cambridge’s President and CEO has been named to Investment Advisor magazine’s 2020 list of the 25 most influential people in the industry for the sixth time, also receiving this award in 2019, 2018, 2017, 2014, and 2012.
Cambridge Prepares to Welcome 27 Interns for its New Remote Summer Internships in 2020
Cambridge Announces Nick Graham as New Member of its Board of Directors
Cambridge’s chief technology officer, Nick Graham, has been named an Executive Vice President and new member of Cambridge’s board of directors.
Cambridge Expands M&A Plan/Growth Strategies, Names Steve Chipman SVP, Strategic Initiatives
Cambridge announced it is increasing its current efforts to explore growth through strategic engagements with quality broker-dealer firms, RIAs and other larger branches of financial professionals.