FAIRFIELD, IA – February 5, 2024 — Cambridge is pleased to announce the promotion of Steve Oliver to Regional Vice President of Business Development. In this role, Oliver will work with a team of Cambridge recruiters to cover all of the firm’s east coast recruiting activity and will personally manage all east coast recruit opportunities of $1.5M and up. Oliver, who is being elevated from his position as Senior Director of Business Development, joined Cambridge in 2013 and has more than 20 years of experience in the financial services industry.

“I’m excited to have Steve overseeing our east coast recruiting activities,” said Executive Vice President and Chief Business Development Officer, Tammy Robbins. “His passion and expertise have always been an asset for us, and he always represents Cambridge so well.”

Oliver has made an impact with the Business Development Team since his arrival at Cambridge. Among many duties, he has been responsible for developing strategies and initiatives to support the firm’s recruiting, onboarding, and long-term relationship management of prospective and existing Cambridge financial professionals. Oliver graduated from North Carolina State University with a degree in economics and holds the FINRA Series 7 and 63 licenses.  

About Cambridge

Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country.

Contact: Jeff Wulf, Senior Vice President, Cambridge: jeff.wulf@cir2.com or 800-777-6080