FAIRFIELD, Iowa--(BUSINESS WIRE)-- Cambridge recently announced Nick Graham joined Cambridge as the firm’s chief technology officer. Graham is also a first vice president and responsible for leading one of the most innovative advisor workstations in the industry, featuring advisor-friendly technology customizable for the broadest range of independent business models across advisor business channels. He will also hold a collaborative leadership role in WealthPort®, Cambridge’s comprehensive managed account experience.
“Nick’s significant experience in technology product development, consulting services, and business development in a variety of markets, including financial services, will play a key role in his leadership regarding Cambridge’s technology strategies and customizable solutions,” said President and Chief Executive Officer Amy Webber. “He joins a robust team of leaders as he manages the comprehensive technology experience for Cambridge’s independent financial advisors and their clients.”
Graham joins Cambridge with over 20 years of professional experience, including leadership roles with companies focused on software development, analytics solutions, and computing solutions. He served as vice president at Brandwise, consultant at Broadridge Financial Solutions, senior vice president at Comprehensive Software Systems, vice president at USinternetworking Inc., and as a solutions architect at Silicon Graphics. He also served as a laboratory architect for the Naval Air Warfare Center.
Graham earned a Bachelor of Science degree in computer engineering from the University of Clemson and completed advanced coursework at the Johns Hopkins University School of Continuing Engineering.
Cambridge Investment Group, Inc. is a privately-controlled financial solutions firm focused on serving independent financial advisors and their investing clients. Cambridge is also a national corporation with a registered investment adviser as well as an industry leading independent broker-dealer. Cambridge offers a broad range of choices regarding advisor-focused financial solutions: advisor solutions for both asset management and financial planning with portfolio overlay management, platform choices comprised of a corporate RIA or independent RIA for dual registration or fee-only business models, multiple options for both qualified and non-qualified – direct or brokerage, fee or commissionable IRAs, multiple clearing and custodial platforms, a full spectrum of middle office services designed for solo/ensembles, branches, and super branches, succession and acquisition financial lending plus business technology expertise, outsource services centered on independent advisor firms, including business consulting, client marketing, and office assistance, as well as insurance services. 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. Overall, Cambridge supports over 3,000 independent financial professionals nationwide who serve their thousands of clients as registered representatives and investment advisor representatives, choosing to use either Cambridge’s firm Registered Investment Adviser or their own.
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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Cambridge Investment Group, Inc.
Cindy Schaus, 641-470-1225
First Vice President, Public Relations and Creative Marketing
Steven Cherry, 641-209-8444
Senior Account Executive, Public Relations and Creative Marketing
Nick Mitchell, 800-777-6080 x1677
Account Executive, Public Relations and Creative Marketing
Source: Cambridge Investment Group, Inc.