• News

Cambridge Promotes Chad George to Vice President of Business Consulting

FAIRFIELD, IA – April 14, 2021 – Cambridge has promoted Chad George to Vice President of Business Consulting. In this role, George collaboratively leads the Cambridge Source Team and manages all aspects of the firm’s business consulting programs, including the design, creation, implementation, and maintenance of its key initiatives. He also develops value-added programs across the firm designed to support financial professionals and efficiently grow their practices. 

George joined Cambridge in 2015 and has over 20 years of experience in the financial services industry. In his previous role as Assistant Vice President, George led a dedicated consulting team that worked directly with independent financial professionals to enhance their business operations, and reach professional and personal goals. Guided by the philosophy that customization, collaboration, and accountability are key factors that drive organic growth, George has been instrumental in providing strategic direction for Cambridge’s wide range of business consulting efforts. 

Prior to joining Cambridge, George held various project management, consulting, and marketing roles within the financial services industry. George earned a bachelor’s degree from Westmont College and a Master of Business Administration from Pepperdine University. He holds the FINRA Series 7 and 66 licenses.

Contact: Cindy Schaus, First Vice President, Cambridge: Cindy.Schaus@CIR2.com or 641.780.3954; or Molly Ryan, Account Executive, Cambridge: Molly.Ryan@CIR2.com

 

1The Top Workplace in Iowa, 2020 – 2011, recognition is determined by associate feedback through an anonymous survey conducted by Energage, an independent research company.

2Investment Advisor magazine, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III.


Media & PR Contacts

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.

The information discussed herein is general in nature and provided for informational purposes only. There is no guarantee as to its accuracy or completeness. Nothing in this white paper constitutes an offer to sell or a solicitation of any offer to buy any type of securities. Reprinted by permission for use by Cambridge. All rights reserved.

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. For financial professional use only V.CIR.0221-0529

Begin your journey.