FAIRFIELD, IA – February 25, 2021 – Cambridge has promoted Larry Casey to Vice President of Technology. In this role, he leads the Software Development, Quality Assurance, Architecture, Scrum, and Product Management Teams, providing collaborative communication contributing to the successful implementation and delivery of business models into actionable technology strategy to drive business results for the firm.

Casey joined Cambridge in 2018 and has more than 30 years of experience in the financial services industry, including leadership experience in strategic planning, technology strategy, and vendor management. In his previous role as Assistant Vice President of Software Development, Casey led a team of developers who delivered high-value technology capabilities to Cambridge's independent financial professionals and their investing clients. He assisted in the development of several processes that aided with project management within the technology department and across the firm. Additionally, Casey further developed the department's operational processes and handled vendor and contractor operations.

Prior to joining Cambridge, he held leadership roles with Principal Financial Group and Farmers Mutual Hail Insurance Company of Iowa, where he served as senior vice president of Information Technology and Chief Information Officer. Casey earned a Bachelor of Arts degree in management information systems from Buena Vista College.

About Cambridge

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.

Contact: Cindy Schaus, First Vice President, Cambridge: Cindy.Schaus@CIR2.com or 641.780.3954; or Molly Ryan, Account Executive, Cambridge: Molly.Ryan@CIR2.com

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.