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Cambridge Promotes Erica Voreis to Vice President, Transition and Acquisition Operations

Voreis will work alongside the firm’s Business Development department and lead all financial professional transition initiatives

FAIRFIELD, IA – June 20, 2024 — Cambridge, a financial solutions firm supporting more than 3,800 financial professionals across the country, is pleased to announce the promotion of Erica Voreis to Vice President, Transition and Acquisition Operations. In this role, Voreis will work alongside the firm’s Business Development department to lead all financial professional transition and conversion initiatives while contributing to the management of the firm’s advisor acquisition strategies. Voreis has been elevated from her previous position as Assistant Vice President of Project Management, where she led the firm’s Project Management Team and executed strategic cross-department initiatives.

Voreis joined Cambridge in 2009 and has more than 15 years of experience in the financial services industry. She earned a bachelor’s degree from Wartburg College, holds the FINRA Series 7 and 24 licenses, serves on Cambridge’s Community Engagement Committee, and is a graduate of Cambridge’s Aspiring Leaders, Leadership Development, and Embedded Leaders programs. She is also a Project Management Professional® (PMP), PMI Agile Certified Practitioner® (PMI-ACP), certified Lean Six Sigma Yellow Belt, and has earned the Registered Corporate Coach™ (RCC) and Accredited Investment Fiduciary® (AIF) designations. Additional designations include the ScrumAlliance Agile Leader® and Large-Scale Scrum (LeSS) Practitioner certifications.

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. Learn more at JoinCambridge.com.

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

 


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.

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.

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