FAIRFIELD, IA – February 7, 2024 — Cambridge, a leading independent financial solutions firm, has hired Greg Monaco as Regional Vice President, Business Development. Among his responsibilities, Monaco will oversee the firm’s West Coast recruiting activity, work alongside other department leaders to develop and evaluate transition packages, and partner with enterprises and branch builders to support their recruiting efforts. He will also help mentor the department’s Regional Directors and Associate Directors.
“I’m excited to have Greg join our team,” said Executive Vice President and Chief Business Development Officer, Tammy Robbins. “He brings a lot of depth and a wealth of knowledge to our team. Greg is well known in the industry and works well with advisors. I am confident he will be a valuable asset to the firm.”
Monaco brings more than 20 years of experience in business development, sales, and consulting. He joins Cambridge after spending over ten years with Commonwealth Financial Network and Integrated Equity Management. Monaco was responsible for cultivating and fostering relationships across the organizations and focused on executing he firm’s advisor-focused recruiting strategies. Other previous roles include Vice President of Business Development at Mid Atlantic Capital Group and Regional Director at First Allied Securities. Monaco graduated from Southern New Hampshire University with a Bachelor of Science in Hotel Administration. He holds the FINRA Series 6, 7, and 65.
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
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.