Jim Freese joins Cambridge as Director of Investments
FAIRFIELD, Iowa--(BUSINESS WIRE)-- Cambridge Investment Research, Inc. (Cambridge), one of the nation’s leading independent broker-dealers, announced it has added Jim Freese as Director of Investments. Freese brings 25 years of industry experience, FINRA series 7, 24, 63, and 66, and the Chartered Investment Management Analyst (CIMA) designation to the newly created Client Solutions Team.
The Client Solutions Team is led by Vice President, Jeff Evanello, a 25 year veteran of the financial services industry with extensive experience as a financial advisor and branch manager. He specializes in fee-based advisor platforms, insurance solutions, alternative investments, and retirement planning. Jeff leads a team of highly qualified specialists in all areas of the financial planning spectrum.
“We’re excited to have Jim join our Client Solutions Team with his extensive knowledge-base,” said Evanello. “We are proud to provide our advisors with this team that is made up of subject matter experts with diverse industry and extensive product knowledge.”
This Client Solutions Team is a newly created division responsible for supporting rep-advisors exploring all avenues of optimal solutions in the areas of fee based accounts, insurance, investments, and retirement plan design and implementation. This team consists of Laura Papera, Director of Fee Based Marketing; Stacy Geer, Director of Insurance; Mark Thornton, Director of Retirement Plans, and Jim Freese.
“Client Solutions is devoted to finding the right products, for the right client, at the right time for our rep-advisors," said Evanello. “Our mission is to use innovative strategies to provide quality solutions for our rep-advisors to support their overall success with their clients.”
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Cambridge Investment Research, Inc. (Cambridge), member FINRA/SIPC, is an independent, privately owned broker-dealer with over 2,100 independent registered representatives and $43.9 billion assets under management.
Cambridge was recognized as one of the Best of Iowa Businesses1 and has been named among the Top Workplaces in Iowa2. Cambridge also provides innovative fee programs and a full menu of commission offerings to advisors across the nation. Recognized in the industry as The Fee Experts®3, Cambridge has been ranked a fee leader among independent broker-dealers for 12 consecutive years4.
For more information contact: Michele Paser – Liaison, Public Relations and Creative Marketing, 641.472.5100 x1418 or Michele.Paser@cir2.com.
¹ IA Biz magazine, “Best of Iowa Businesses,” 2010
² Des Moines Register, “Top Workplaces in Iowa” 2011, 2012
3 THE FEE EXPERTS® is a registered trade mark of Cambridge Investment Research, Inc. for its investment advisory service for investment managers.
4 Financial Planning magazine, June “FP50”, Top 50 Independent Broker-Dealer Issue, 2001-2012.
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.
Cambridge Investment Research, Inc.
Michele Paser, 641-472-5100 x1418
Liaison, Public Relations and Creative Marketing
Source: Cambridge Investment Research, Inc.