PARTNERS

A personalized experience

Join the Partners Alliance community. 

You control the journey has been our guiding philosophy for more than 40 years. It’s true for our financial professionals and for our partners. 

Cambridge’s Partners Alliance includes multiple partnership tiers designed to meet the distinct needs of our partners. Become a Partners Alliance member and benefit from over 50 opportunities to deepen relationships with Cambridge financial professionals. Our experienced team provides white-glove service where we prioritize your needs and provide the data and tools you require to control your journey.  

Partners Alliance members receive access to:

  • 3,800+ financial professionals
  • Cambridge analytics and reporting
  • Training and education opportunities 
  • Cambridge’s senior leadership team
  • A dedicated relationship manager 
  • Exclusive Cambridge in-person and virtual events
  • MarketCentral®, Cambridge’s marketing library and database
Our organization has had the privilege of partnering with Cambridge since 2008. We are very appreciative of the support from the leadership teams and the advisory relationships we have fostered over the past 15 years. We have mutually grown and will continue to partner with Cambridge because of their core values, principal beliefs, and commitment to providing clients with an array of investment solutions.

Derrick
Partner since 2008

The word partnership can sometimes seem overused in our industry, but Cambridge — the firm, the process, the collaboration, the people — Cambridge is the true definition of a partner.

Sarah
Partner since 2007 

 

Meet the Team

Our team is your first stop for all things Cambridge. We’re here to answer questions and connect you to the personnel and resources you need to successfully engage with our financial professionals. 

Bobbi Smith
Senior Vice President,
Business Strategy
bobbi.smith@cir2.com

Ashley Hickenbottom
Senior Sponsor
Relationship Liaison
ashley.hickenbottom@cir2.com

 

Upcoming Opportunities

Accelerate
Accelerate

May 6-8, 2024
Scottsdale, Arizona

 

Retirement Plan Summit
Retirement Plan Summit

May 20-22, 2024
Boise, Idaho

 

Begin your journey as a Partners Alliance member.


These reviews are provided by representatives of Sponsor companies we work with. The Sponsors have a financial interest in Cambridge succeeding. Please see our revenue sharing disclosure for more information. These reviews may not be representative of other sponsor companies and there is no guarantee of future performance or success.