Cambridge Names Jeff Vivacqua as First Vice President of Business Strategy
March 15 2012 - 12:55PM
Business Wire
Cambridge Investment Research, Inc. (Cambridge), a leading
independent broker-dealer, announced that Jeff Vivacqua has been
promoted to First Vice President, Business Strategy and will serve
on Cambridge’s Executive Committee.
“Jeff has spent the last couple of years focusing primarily on
Continuity Partners Group and working on a one-on-one basis with
many of our advisors to create customized succession plans for
their independent businesses,” said Amy Webber, President and COO.
“We intend to further leverage Jeff’s talent and experience across
Cambridge as we dedicate a new senior executive role to business
strategy – which means we are committing key leadership resources
to oversee successful execution of critical strategies that we
believe are important to the future success of our clients and the
firm.”
Vivacqua joined Cambridge in 2010, bringing over 15 years of
experience in the financial services industry. His prior experience
includes serving as a Vice President with Mutual Service
Corporation – an LPL affiliate, and AIG Advisor Group. He earned a
BS in finance from Southern Illinois University and has
certificates in Personal Financial Planning and Facilitative
Leadership Training programs. Jeff holds FINRA Series 4, 7, 24, 63,
66, and 79 licenses. He is a member of the Financial Services
Institute and has served on the FSI Marketing and Advisory Services
Council.
Webber continued, “We feel strongly about innovation and we make
it a priority to create and implement initiatives and offerings
that will make positive contributions to our rep-advisors’
businesses. As we continually look to raise the bar on our
deliverables, we appreciate opportunities to promote individuals
from within the company that have shown dedication to expanding the
many unique solutions we offer to independent advisors.”
About CambridgeCambridge
Investment Research, Inc., member FINRA/SIPC, is an independent,
privately owned broker-dealer with over 2,000 independent
registered representatives and more than $40 billion assets under
management. Cambridge was recognized as one of the Best of Iowa
Businesses in 2010¹ and was also recently named among the Top
Workplaces in Iowa for 2011².
Cambridge offers advisors an emergency succession plan for its
advisors and encourages them to extend that into a long-term
succession solution designed with guarantees for funding that
include backing by the home office. This comprehensive succession
solution includes five levels for increasing business value and
maximizing price, as well as enabling smooth transition of an
advisor’s business at their time of full or staged retirement. Like
Cambridge, Continuity Partners is a wholly owned subsidiary of
Cambridge Investment Group. Its primary purpose is to offer
succession planning, acquisition and business strategy support for
rep-advisors.
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 11 consecutive
years4.
¹ IA Biz magazine, “Best of Iowa Businesses,” 2010² Des Moines
Register, “Top Workplaces 2011,” September 18, 20113 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, 2001-2011
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.