FAIRFIELD, IA – August 5, 2021 – Cambridge has promoted Valarie Vest to First Vice President of Fiduciary Services and Portfolio Management Office. In this role, she continues to lead the Fiduciary Services department to develop and implement services and solutions for Cambridge’s independent financial professionals to help them grow their advisory and retirement assets. Vest also advises Cambridge executive leadership groups on the execution of strategic corporate initiatives and the firm’s portfolio of projects as she provides collaborative leadership over the Project Management Team.
Vest joined Cambridge in 2018 and has more than 20 years of experience in the financial services industry, including leadership experience in operations, relationship and client management, and retirement product marketing. Since joining Cambridge, she has played a critical role in the planning, development, and execution of numerous firm wide initiatives. These include the integration of AdvicePay’s payment processing platform; the expansion of WealthPort® – Cambridge’s digitized, flexible managed account solution; and the implementation of CLIC® Advisor and CLIC Client – key components of Cambridge’s comprehensive online business environment. In her new role, Vest provides alignment for key project management contributions and brings a broad view of these projects from across the organization to drive results for the firm.
Vest earned a Bachelor of Arts degree in economics from the University of Washington and completed additional coursework at Strayer University and Rutgers Center for Innovation Education. Additionally, she holds the FINRA Series 7, 24, and 66 licenses.
About Cambridge
Cambridge Investment Group, Inc. is a financial solutions firm focused on serving independent financial professionals and their investing clients. 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 internally 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: Jeff Wulf, Senior Vice President, Marketing: jeff.wulf@cir2.com or 800-777-6080
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.
Media & PR Contacts
Please contact Cambridge’s Public Relations Team at publicrelations@cir2.com for news media inquiries, executive speaking engagements, industry sponsorship opportunities, media planning, and community involvement.
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.