FAIRFIELD, Iowa--(BUSINESS WIRE)--Cambridge is pleased to announce Barry Waugh has been promoted to Vice President of Project Management. In this role, he is responsible for leading the Project Management Team and providing guidance to Cambridge’s corporate project management strategy. Additionally, Waugh facilitates the implementation of cross department initiatives and supports business process improvements for the firm.
Waugh joined Cambridge in 2011 and has nearly 25 years of financial services experience, including 15 years of project management and information technology experience. Under his guidance, the Cambridge Project Management Team has grown to offer support to the firm on numerous inter-departmental value-add initiatives. Waugh was also instrumental in the launch of Cambridge Source, an outsourcing program designed to support Cambridge independent financial advisors.
Waugh earned a Bachelor of Arts degree from Simpson College and an MBA from the University of Iowa. He holds FINRA Series 7, 24, and 66 licenses.
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: succession and acquisition financial lending plus business technology expertise; advice 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; a full spectrum of middle office services designed for solo/ensembles, branches, and super branches; as well as 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.