FAIRFIELD, IA – June 4, 2021 – Cambridge congratulates Executive Vice President and Chief Technology Officer Nick Graham on being named a finalist for CTO of the Year by WealthManagement.com for the publication’s 2021 Industry Awards. Graham oversees one of the most innovative financial professional workstations in the industry, and leads digital solution strategies in a new era of technology and web-based applications. He was selected in the Broker-Dealer (All) category by a panel of judges during a competitive submission process, where over 900 nominations from 346 companies were received.
Nick Graham joined Cambridge in 2017 and currently serves as a member of the Executive Council and Cambridge’s board of directors. In his role as CTO, he is responsible for strategically leading the comprehensive technology experience for financial professionals and their clients. Graham has been instrumental in the prioritization of Cambridge’s digital transformation, based on delivering digital technology leadership and innovative systems architecture to our independent financial professionals and their clients.
In 2020, Graham was selected as a finalist for CTO of the Year for the WealthManagement.com Industry Awards. In the same year, he became one of 20 honorees named to the inaugural Financial Services Institute (FSI) Advocacy Circle of Excellence, which recognizes FSI members who display an outstanding commitment to advocacy on behalf of the independent financial services industry.
The WealthManagement.com Industry Awards program began in 2014 to recognize the outstanding companies, individuals, and organizations that make a real difference in the daily activities of financial professionals. Winners will be announced during a formal awards ceremony on September 9, 2021. To view the complete list of “Wealthies” finalists, click here.
Cambridge is a financial solutions firm focused on serving independent financial professionals and their investing clients while preserving its private 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 privately controlled independent broker-dealers in the country. Cambridge continues to be a multi-year honoree as a top workplace1 and broker-dealer2 of the year.
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.
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. For financial professional use only V.CIR.0221-0529