FAIRFIELD, IA – October 18, 2022 — Cambridge is pleased to announce the promotion of Kris Emick to First Vice President of Succession and Acquisition Solutions. In his new role, Emick will lead the department while working with leadership to develop proactive guidance and service to financial professionals looking to execute a merge, acquisition, or consolidating move. He will also be involved in all aspects of merger and acquisition activity at Cambridge, including valuation, negotiating, underwriting, lending, and loan administration.
Emick joined the firm in 2014 as Assistant Vice President of Continuity Partners Group, which has evolved into the Succession and Acquisition Solutions Team at Cambridge. His initial responsibilities focused around consulting, with an emphasis on acquisitions, business strategy loans, and financing succession plans. During his time with the department, Emick has led developmental efforts, worked across the organization to develop new processes, procedures, and templates, and worked to achieve continuous improvement goals.
Under the guidance of Cambridge’s senior leaders and Emick’s direction, Succession and Acquisition Solutions has continued to be a competitive recruiting advantage for Cambridge, helping the firm attract new and retain existing financial professionals. Emick has also played a leading role in completing internal and external acquisitions.
Prior to joining Cambridge, Emick worked as a financial professional, successfully starting the investment program for a privately held bank. He also worked in commercial and retail banking with Wells Fargo Financial and US Bank. Emick earned a Bachelor of Science degree in information systems with an emphasis in accounting from Drake University. He holds the FINRA Series 6, 7, and 66 licenses.
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: firstname.lastname@example.org or 800-777-6080
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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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.