james irvine foundation investments
April 27, 2022, James Irvine Foundation Commits $107 Million to New Prosperity Program IRVINE, Calif. (PRWEB) October 02, 2020 -- Alpha Cubed Investments, a Registered Investment Advisory firm headquartered in Irvine, California specializing in managing investment portfolios for high net worth individuals and institutions is pleased to announce the completion of a letter of intent to acquire Empowerment Financial Group in Scottsdale, Arizona. Chris Benner and Manuel Pastor, in a paper titled Inclusive Economy Indicators, funded by the Rockefeller Foundation and distributed by Brookings Institute, identified five key components of effective inclusive economic development: Growth: Increasing good job and work opportunity, Equitable: Upward mobility and reduction of inequality, Sustainability: Social and economic well-being is increasingly sustained over time, Participation: People can access and participate in markets as workers, consumers, and business owners, Stability: Public and private confidence in the future and ability to predict outcome of economic decisions. . Yet only 33% of African-American adults and 23% of Latino adults had at least a two-year college degree in 2015, compared to 47% for whites, rates of suspension have increased dramatically in recent yearsfrom 1.7 million in 1974 to 3.1 million in 2003 and have been most dramatic for children of color, Research finds that companies in the top quartile for gender or racial and ethnic diversity are more likely to have financial returns above their national industry means, Establish ongoing communication between local organizations preparing young adults in the community and businesses. This content is from: At the same time, these organizations must pivot to meet new federal and state community engagement requirements. about technology, Learn Our brands have measurable and real impact in pioneering products that are better for both human and environmental health. Each of the selected Rising Stars will be honored during Institutional Investors fourth annual Allocators Choice Awards, to be held on September 22 at the Mandarin Oriental hotel in New York City. Achieve your goals with consulting and coaching from Cambridges Practice Management team. Tim Recker, managing director for private equity and real assets since 2007, has been appointed CIO at the James Irvine Foundation. The James Irvine Foundation files a federal tax return each year, known . For more information about the Irvine Foundation, please visit our website at www.irvine.org. Communities that are under-resourced and home to vulnerable and marginalized populations usually do not influence the process or benefit from the investments. The investment team is focused on delivering returns to support the grant making component of the . A smooth transition is critical. Too often the paths available to them in childhood, in school, and in the job market are met with obstacles or dead-ends. Chief Investment Officer & Treasurer: San Francisco, US: PE PD RE INF NR HF: Investment Associate: San Francisco, US: PE PD RE INF NR HF: Managing Director of Investments: The deadline for allocators to submit their votes is September 1. IssueLab. You may opt-out by, Storytelling and expertise from marketers, At age 2, developmental gaps between boys of color and their white counterparts emerge, regardless of a parents educational levels, experts project that 65% of jobs will require a post-secondary degree. will start his new role on November 14, according to a statement from the San James Irvine Foundation Commits $107 Million to New Prosperity Program In the collaboration to create the Summit, Leaders Up and the Bay Area Boys and Men of Color Employment Project partners have learned a few key principles and solutions are worth noting and replicating: The over 150,000 BMoC across the Bay Area represent the diverse talent our workforce needs to meet the demands of a globally connected economy. Although college graduation rates among African-American and Latino students is improving, overall students of color still graduate at lower rates compared to whites. 5 . Successful investments are based upon extraordinary people and ideas. Expert Career Advice. Francisco, California-based charity. California Wellness Foundation. Brian Tan joined The James Irvine Foundation as an Investment Associate in November 2019. Increase the ability of employers to find talent based on a broader set of values, especially that get at skills BMoC bring (e.g., resiliency, determination, motivation and persistence). Philanthropy News Digest Use tab to navigate through the menu items. We are honored to be among the most respected firms in the industry. For boys and young men of color in this country, we have a pathways problem. In 2020, Bronson helped the fund build-out its first collateralized loan investment. This Investment Playbook will increase climate readiness, bring new energy to the local economy, and improve quality of life in San Bernardino's communities. This places a continuous emphasis on preparing and nurturing young adults with a relevant and transferable skill-set. Enter the next generation, theInstitutional InvestorRising Stars. As part of the most engaged generation on social media, they provide an innate knowledge of connecting with peers through online platforms and fresh perspectives and insights that businesses and communities need to solve the challenges of tomorrow. The Summit is not just about jobs; it is also an initiative to address the unique barriers to employment and opportunity that impact young men of color in the San Francisco Bay Area. The foundation's grantmaking is organized around three program areas . Leverage market momentum and work underway. Our brands, and our entire investment philosophy, represent the forefront of building a healthier and more sustainable ecosystem in this huge part of our economy. This six-year effort involved a $12 million investment to accelerate the growth and leadership of a set of small and young community foundations in rural areas of California. Bachelor of Arts (B.A.) Infuse cultivating and hiring young people from marginalized communities into citywide youth and economic development strategies to help create a more inclusive economy. The head of private equity for the University of California's investment office is leaving to take the helm of a $2 billion foundation. 1776 Pleasant Plain Road,Fairfield, IA 52556-8757 The James Irvine Foundation is one of many organizations supporting this initiative. Jeffery Wallace is the President &CEO of LeadersUp. the search for the new CIO, said Recker shares a unique passion for, and Research from William Julius Wilson, Ron Ferguson, Katharine Bradbury and Robert Triest has shown that to be inclusive, economic development planning and implementation need to be driven by changes in policy as well as practice and funding. This is the The James Irvine Foundation company profile. James Irvine established the foundat. Sharif Siddiqui, director of investments at the James Irvine Foundation, for helping to drive the fund's 10-year performance, which is in the top 5 percent of all U.S. endowments and. If you are a funder who would like to drive generational inclusive economic development for communities across California, please contact us for more information. Considering a Break-up with Your Current RIA or Broker-Dealer? Jason Rector, managing analyst at the State of Wisconsin Investment Board, for his focus on portfolio construction and risk management for SWIB. AllBiz Business Profile Search Professional Contact Details. million verified professionals across 35 million companies. Provides statistics related to the nature and characteristics of foundation financial investments, based on recent surveys. . Disallowed. San Francisco, California. Californias Chair on How to Hire a Great CIO. Nov 2016 - Present6 years 7 months. Spree for U. Californias CIO& U. Christina Garcia is Senior Program Officer at The James Irvine Foundation. Let us help you position your business for the future with flexible managed account solutions designed to meet the needs of your business model. Mr. Tan holds both a MSc. Cambridge, our leadership team, and our financial advisors have been recognized as outstanding in the financial advice industry. Foundation Center thanks The James Irvine Foundation for its generous support of this project. Co-authored by Jeffery Wallace, President & CEO of LeadersUp and Christina Garcia, Senior Program Officer at The James Irvine Foundation. positions him well to make important contributions to the foundation, Stein Reception: 800.777.6080, Copyright 2023 Cambridge Investment Research, Inc. All rights reserved. San Francisco, California, CA, United States, US, View The James IrvIne FoundaTIon expandIng opporTunITy For The people oF CalIFornIa annual reporT For 2007 Table oF ConTenTs From the President and Chief Executive Officer 2 2007 Grants 6 From the Chief Investment Officer and Treasurer 41 Independent Auditors' Report 44 Financial Statements 45 Board of Directors and Staff 55 1 BMoC are the fastest-growing population in California and are part of a larger multi-cultural demographic that will be the majority of the U.S. population by 2020. *Investment Advisor magazine, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III. . Geographic Focus Cambridge offers helpfulinformation and perspectives forthe financial professional to aidthem in serving the needs of theirinvesting clients. Californias Chair on How to Hire a Great CIO, Kraft Heinz Agrees to Settle Class Action Securities Lawsuit for $450 Million, Biotech Investment Could Be Approaching a Golden Age, NYC Teamsters Pension Sues Disney Over Streaming Service Losses, The Biggest Hedge Funds Take the Leadand Pocket the Most Investments, Franklin Templeton Is Buying Putnam Investments. He initiated the universitys real assets program, For example, by 2020, experts project that 65% of jobs will require a post-secondary degree. Highlights Lead Investments 2 Investments 2 Funding The James Irvine Foundation has made 2 investments. He We believe in long-term relationships, and every CEO we have backed that has achieved an exit has, in turn, invested back in Amberstone. Though underpopulated and underinvested today, the downtown core has major potential, with inexpensive city-owned land, historic buildings, and close proximity to multimodal transit. Recker will replace current CIO John Jenks, who will retire Chief Investment Officer and Treasurer @ The James Irvine Foundation; Managing Director, Private Equity and Real Assets @ University of California Regents; . You are now leaving the Cambridge Investment Research website. We are committed to backing the challenger and the upstart, and we are there to support them today and tomorrow. Anupam Kathpalia, investment manager at Memorial Sloan Kettering Cancer Center, for his work in supporting the cancer centers mission using his strong public and private markets investing skills. Cambridge financial advisors can network with peers via online communities as well as virtual and in-person events. 13, 2022, Philanthropy Needs to Ensure That Massive Infrastructure Spending Goes to Communities That Too Often Miss OutThe Chronicle of PhilanthropyJune 1, 2022, Sierra Health Foundation and The Center Senior Vice President of Programs and Partnerships Kaying Hang presented at Together for Good: Northern California Grantmakers Annual ConferenceMay 5, 2022, Project to Help Non-Profits Gain Access to Almost $200B in State and Fed FundsObserver News GroupMay 4, 2022, Sierra Health Foundation and The Center President and CEO Chet P. Hewitt interviewed with KCRA-TV SacramentoMay 3, 2022, California Foundations Look to Ensure Billions in Government Aid Are Allocated EquitablyInside Philanthropy in electrical engineering from Stanford University. Yet the youth unemployment rate for BMoC is 36.9% more than double the national average. Isaac Stein, a board member at the foundation and leader of in January. Cambridge, Financial Cambridge offers the broadest range of investment products so you can deliver holistic advice. The Center at Sierra Health Foundation launched the Community Economic Mobilization Initiative (CEMI) to assist nonprofits in building their knowledge and capacity so that they are poised to participate in these funding opportunities. This is a BETA experience. Business Development: 877.688.2369 With about $3.8 billion in assets, the Foundation provided $128.9 million in grants in 2021. (480) 839-8358. Get contact details including emails and phone numbers As an Office of SupervisoryJurisdiction(OSJ), you thrive when your financial professionals thrive. The James Irvine Foundation Jul 2021 - Present1 year 11 months San Francisco Bay Area Credit Suisse 5 years 1 month Debt Capital Markets Analyst Apr 2018 - Jul 20213 years 4 months New York,. MemberFINRA/SIPC. The geographic focus of this Playbook will provide the critical mass of coordinated investment that San Bernardino needs to reclaim its position as one of the crown jewels of the Inland Empire. James Irvine Foundation is a private, non-profit grant-making foundation, with offices in San Francisco and Los Angeles. Nonprofits and Philanthropy, Funders Fresno DRIVE is a 10-year effort to increase economic mobility, address racial disparities and support environmental sustainability. Ruling year info 1939 President & CEO Mr. Don Howard Main address One Bush Street Suite 800 San Francisco, CA 94104 USA Show more contact info EIN 94-1236937 In 2017, he was named a Hedge Fund Rising Star by Institutional Investor. Cbd Investments LLC Business Data. Asset owners still have time to vote for their favorite nominees to receive an Allocators Choice Award in categories including Partnership of the Year, Team of the Year, and CIO of the Year. Schwab shares his investment insights on his own website. Ensure that stakeholders have the capacity to design and implement Playbook projects, Create a sustainable and connected platform for equitable growth, Increase housing density near multimodal transit, Invest in key drivers of the Inland Empire economy, Support startup activity and small business success, Expand opportunities and improve outcomes for all residents. At Cambridge, we believe culture counts, values matter most, and by working together, we will make a positive difference in our communities. Tim Recker, managing director for private equity and real Common-sense compliance is a call or click away. The grant from The James Irvine Foundation will support the Fresno DRIVE Economic Development initiative. He is a CPA with extensive accounting and investment operations experience. Our future depends on our ability to do so. Jagdeep Bachher as CIO. Choose from various program structures, unique compensation arrangements, and custom client ownership scenarios that are fully adaptable to your financial institution. private equity and real assets analystsin 2014 following the arrival of A new CEMI funding opportunity was open to all organizations that met eligibility criteria and requirements. A reinvigorated, climate-ready urban core will catalyze growth and improve quality of life throughout the city, making it more attractive for current and prospective residents and businesses alike. Identify businesses that are willing to invest in cultivating a talent pipeline of diverse young adults, and capture the results of this intentional hiring strategy to promote amongst other business leaders. He is a CFA charter holder. You are viewing a preview of this profile. San Francisco, California, United States View. *Investment Advisor magazine, 2020, 2019, 2018, California Foundations Look to Ensure Billions in Government Aid Are Allocated Equitably Inside Philanthropy Subscription-only access April 27, 2022. Cambridge Stronger is a podcast and blog series hosted by Cambridge's CEO Amy Webber. Private equity real estate funds in market swell to record level, Australian private capital market overview, Private Capital in a Changing World: The Consequences for LPs Webinar, Placement Agents and Third-Party Marketers, Consulting and Corporate Advisory Services, LP & Capital Allocator Solutions (Colmore). We are committed to backing the challenger and the upstart, and we are there to support them today and tomorrow. 2057 E Watson Dr, Tempe, Arizona, 85283. If these costs result in students stopping their college education, then our future workforce pays the price. Similar Profiles, Managing Director, Private Equity and Real Assets @ University of California Regents, Director, Alternative Investments @ Michigan Retirement System. The James Irvine Foundation launched its Community Foundations Initiative II in 2005. The Cambridge Foundations mission is to be a valued member of our extended community, adding to its quality of life economically and culturally. The need to expand access to opportunity is therefore not a minority problem but rather a national imperative. It brings together big moves across six key categories. Evercore 2017 - 20203 years San Francisco Bay Area Technology M&A Education University of Southern California Bachelor's DegreeBusiness Administration Activities and Societies: Trojan Investing. The 12 allocators nominated by their peers and bosses will be honored at the fourth annual Allocators Choice Awards on September 22. Sierra Health Foundation and The Center President and CEO Chet P. Hewitt interviewed with KCRA-TV Sacramento May 3, 2022. free lookups / month. As an independent advisor at Cambridge, well give you the flexibility to run your business and help clients reach their investing goals. The result is a framework for building more robust fields, The Strong Field Framework, presented in this report. [2] This Investment Playbook will increase climate readiness, bring new energy to the local economy, and improve quality of life in San Bernardinos communities. Copyright 2023 Asset International, Inc. All Rights Reserved. Rector's areas of coverage range from fundamental equities to reinsurance and litigation arbitrage. added. responsible for cross-asset class investments and co-investments. Adam Schwab, head of alternative assets and defined benefits pension at Modern Woodmen of America, for his oversight of more than 60 alternative investments, service on several limited partner advisory committees, and creation of an internal cash flow forecast model. (Business Administration and Economics), If you're not automatically redirected, please click here. He has also led some of the fund's most innovative allocations. In addition to overseeing $15 billion in outperforming assets, Wilson mentors junior staffers and is on the Managed Funds Associations advisory council. Partake Brewing is the craft non-alcoholic beer brand that focuses on flavor, health, socializing, and inclusivity for people who choose not to drink alcohol whether as a need or increasingly as a lifestyle choice. I lead the investment team overseeing a $2+ billion global investment portfolio across all asset types . Transformative investments to catalyze sustainable and equitable economic growth, Made possible with the support of The James Irvine Foundation. It is being spearheaded by the Fresno-based Central Valley Community Foundation. BMoC increase the cultural competency of businesses through their lived experiences and multi-cultural ties. We support OSJs with tailored solutions designed to help you meet the unique needs of your financial professionals. Provide early exposure to career pathways within high-growth industries throughout the K-12 and post-secondary educational trajectory of BMoC. JAMES IRVINE FOUNDATION SAN FRANCISCO, CA 94104-4494 | Tax-exempt since Nov. 1939 EIN: 94-1236937 Classification(NTEE) Private Independent Foundations (Philanthropy, Voluntarism and Grantmaking. These Are Institutional Investors 2021 Rising Stars. The James Irvine Foundation (TJIF) is an independent non-profit private foundation based in San Francisco, California. All content is posted anonymously by employees working at The James Irvine Foundation. 2023 Candid. billion. The foundation was created in 1937 by James Harvey Irvine Sr. (1867-1947), as a charitable organization to hold controlling stock in the Irvine Company, because his intended successor, James Harvey Irvine Jr. (1894-1935) died of tuberculosis in 1935. Cleveland Kitchen Closes $19 Million Series A Financing, Cleveland Kitchen grows into huge national brand, lands on Inc. 5000 list. For information about innovative career pathways for young people, go to the Grads of Life website at GradsofLife.org. To learn more about the summit or to register (ages 18-29 can attend for free), visit www.bit.ly/wiwlabs or text BMOC to 95577. Research finds that companies in the top quartile for gender or racial and ethnic diversity are more likely to have financial returns above their national industry means. With Preqin Pro, you gain an unobstructed view of all alternative asset class activity across institutional investors, fund managers, funds, portfolio companies, deals, exits, and service providers. The size of these investments and timelines for their deployment have placed intense political and social pressure on economic development organizations to quickly ramp up planning activities. 702 King Farm Boulevard, Suite 400, Rockville, MD 20850 / +1 212-944-4455 /. UC Regents Loses Private Equity Chief to Foundation, U. . Check the background of this firm on FINRA's BrokerCheck. This Thursday is the culmination of months of planning and community engagement to help prepare young adults for on-the-spot hiring opportunities at The Summit. Before joining the university in 2007, Recker was director Unlock federal, state, and local resources, Drive equitable growth via community wealth-building strategies, This Playbook focuses on downtown San Bernardino, a small geography with outsized impact. On Thursday, July 21, My Brothers Keeper Alliance will host the Invest in Youth: Pathways to Success Boys and Men of Color Career Summit in Oakland, where 350 full-time jobs will be open to young men of color. Convene the business community to engage with community members to ensure workforce trainings are aligned with skills industries are seeking. Use the CB Insights Platform to explore The James Irvine Foundation's full profile. Includes recommendations for future actions, and bibliographical references. Experience the freedom of building your RIA while leveraging the resources and support to further grow your legacy. The James Irvine Foundation is one of many organizations supporting this initiative. Mobilizing Community and Building Power to create a statewide advocacy network to amplify and build a grassroots constituency, develop and cultivate relationships with policy champions, and create accountability to ensure that goals are integrated at all levels of activity. No credit card required. said Recker. US consumers spend $1.8TN annually on food and beverage in grocery. Please direct inquiries to Cambridges Public Relations team. Glassdoor gives you an inside look at what it's like to work at The James Irvine Foundation, including salaries, reviews, office photos, and more. Siddiqui has helped manage the funds allocations to emerging investments in cryptocurrency, machine learning, India, and China. the foundation invests in the critical work of grantees striving to expand Celebrating our 40th anniversary, we recognize it has always been about the people. California State University San Bernardino, and a wide range of community stakeholders, with support from the James Irvine Foundation. His management experience in finance and operations No Reproduction Without Prior Authorizations. Technical Assistance and Training builds on our funded partners existing organizational capacity and includes the CEMI Resources website, a Steering Committee to provide guidance and oversight, peer learning and linkages to support organizing and power-building. 2023 SanBernardino Investment Playbook. Commemorating International Women's Day and Women's History Month with Irvine Managing Director of Investments Melissa Lopez. Unlock exclusive data on future plans, company financials, fundraising history, track records, and more. To help address this challenge, The James Irvine Foundation asked The Bridgespan Group to develop an approach to assessing the strengths and needs of a field. opportunity for the people of California.. Cambridge providing a range of resources designed to steadily grow the size and scope of your practice. This Playbook was developed in close collaboration with the City of San Bernardino, California State University San Bernardino, and a wide range of community stakeholders, with support from the James Irvine Foundation. The James Irvine Foundation Experience Managing Director of Investments The James Irvine Foundation Jan 2019 - Present4 years 5 months San Francisco Bay Area Volunteer Experience. Sign up for a free account. At age 2, developmental gaps between boys of color and their white counterparts emerge, regardless of a parents educational levels. UCSF Foundation Investment Company 601 California Street, Suite 801 San Francisco, CA 94108 (415) 477-1040 Send an Email. Allocators can also request an invitation to the event here. By creating a spirited network of employers, community-based organizations, public agencies, municipal leaders, and stakeholders, The Summit is creating on-ramps for more than 150,000 BMoC across the Bay Area to industries that need their talents. To combat the barriers imposed on young men of color, we need to create programs that offer opportunities early on and investments that benefit our young people. The head of private equity for the University of Californias Foundation in October 2008, he held positions as Director of Investments at the James Irvine Foundation and Senior Vice President at the Government of Singapore Investment Corporation (GIC) Special Investments. The Art and Science of a Deal: Your Guide to Acquiring a Practice, Partnering With Your Financial Solutions Firm for Successful Business Building, Factors You Should Not Overlook in Selecting a Broker-Dealer or a Registered Investment Advisor, 40 Tips from 40 Years of Serving Independent Financial Professionals, Critical Questions to Plan Your Transition, Grow Your Financial Practice With Outsourcing Support, A New Age of Investing Where Women are Rising, Episode 105: Strength from Helping Others, Episode 107: Respect & Grace Along the Way, Episode 115: Reach Out with Encouragement, Episode 121: Serving Clients from the Midwest and Southwest, Episode 122: Forming Strong Client Relationships, Episode 125: Building an Innovative Strategy, Episode 126: Making a Positive Difference, Episode 127: From Music to Financial Services An Unexpected Journey, Episode 130: Coaching Clients the Right Way, Episode 132: Family and Finance The Scarsella Approach, Episode 135: Charting a Path to Financial Services, Episode 138: Going Above the Call of Duty, Episode 144: Mentoring and a Coaching Mindset, Episode 146: The Magic of a Multigenerational, Episode 149: Coaching On and Off the Court, Episode 156: Returning to the Fundamentals, Episode 157: A 3D View of Social Investing, Episode 159: Keeping Your Harvest in Mind, Episode 161: Charting a Course for Young Professionals, Episode 172: Forging the Path for Opportunity, Episode 184: Leading a Work-optional Lifestyle, Cambridge Investment Research, Inc. Selects AdvicePay to Propel Fee for Service Financial Planning Strategy, Cambridge Independent Financial Professionals Qualify for 2020 WIFS Circle of Excellence, Thom Freismuth of HUB International Named to 2020 Financial Times Top 401 Retirement Plan Advisers List, Cambridge Welcomes Tammy Robbins as Executive Vice President and Chief Business Development Officer, Cambridge Honors Denny Gustin-Piazza, Jimmy Williams, and Shane Westhoelter with the 2020 Spirit of Cambridge Award, Cambridge Welcomes Daniel Wright as First Vice President and Chief Compliance Officer, Cambridge Named 2020 Top Workplace for 10th Consecutive Year, Cambridge and INVENT.us Reimagining and Redesigning Digital Business Environment for Independent Financial Professionals, Cambridge Promotes Lizzie Warner to Vice President of Business Development, Cambridge Honored as 13-time Broker-Dealer of the Year 2020, Kevin Whiteford of Whiteford Wealth Management, Inc. Named to FSI Advocacy Circle of Excellence, Nick Graham Named to Inaugural FSI Advocacy Circle of Excellence, Nick Graham Named Chief Technology Officer of the Year Finalist at the WealthManagement.com 2020 Industry Awards, Cambridge Announces Winners of Seventh Annual Jim Guy Memorial Scholarship, Amy Webber Recognized in IA 25 for 2020 as Most Influential in the Industry for the Sixth Year, Cambridge Prepares to Welcome 27 Interns for its New Remote Summer Internships in 2020, Cambridge Announces Nick Graham as New Member of its Board of Directors, Kelly Carlson of Advizrs, Inc. Named to 2020 NAPA Top Women Advisors List, Colleen Bell Recognized as 2020 InvestmentNews Women to Watch Honoree, Aprilyn Chavez Geissler Recognized as 2020 InvestmentNews Women to Watch Honoree, Cambridge Announces Eighth Annual Jim Guy Memorial Scholarship Program, Cambridge Announces Expansion with New Office Space in Phoenix, Cambridge Expands Commitment to Diversity, Equality, and Inclusion Focus with the Addition of New Advisory Council, Cambridge Awarded Inaugural 2021 Top Workplace USA Recognition, Cambridge Receives 2020 Iowa Recognition for Performance Excellence Award, Cambridge Promotes Larry Casey to Vice President of Technology, Cambridge Promotes Chad George to Vice President of Business Consulting, Cambridge Announces Recipients of Eighth Annual Jim Guy Memorial Scholarship, Nick Graham Selected as 2021 WealthManagement.com Industry Awards Chief Technology Officer of the Year Finalist, Cambridge Investment Research, Inc. Partners with Atlas Point to Offer Financial Virtues, Cambridge Promotes Valarie Vest to First Vice President, Cambridge Wraps Up 10th Annual The Next Step Internship Program, Cambridge Receives Honors as Part of ThinkAdvisor LUMINARIES Class of 2021, Webber Recognized in ThinkAdvisor LUMINARIES Class of 2021, Cambridge Executive Chairman Recognized in ThinkAdvisor LUMINARIES Class of 2021, Nick Graham Named Chief Technology Officer of the Year by WealthManagement.com, Cambridge Named 2021 Top Workplace for 11th Consecutive Year, Cambridge Engages Skience to Provide New Digital Client Onboarding Module, Cambridge Honors Dawn Baker, John Fenwick, and Kim Gaxiola with 2021 Spirit of Cambridge Award, Cambridge Promotes Kristy Quinn to Vice President of Operations, Chad Cooper Receives 2021 NAIFA Diversity Champion Award, Cambridge Announces Ninth Annual Jim Guy Memorial Scholarship Program, Von D. Cook II Elected Member of FSI Board of Directors, Cambridge President and CEO Amy Webber Elected Member of FSI Board of Directors, Cambridge Recognized by Nashville Based Non-profit, Cambridge Awarded 2022 Top Workplace USA Recognition, Cambridge Promotes Sarah Berner to Vice President of Operations, Cambridge Promotes Lindsay Haskins to Vice President of Public Relations & Creative Marketing, Cambridge Partners with Retirement Plan Advisors to Launch Public Sector Retirement Plan Offering, Cambridge Joins Community Leaders in Groundbreaking of Local Childcare Center, Cambridge Executive Vice President & Chief Marketing Officer Jeff Vivacqua Elected Vice-Chair of Board of Directors for International Non-Profit, Peggy Haslach of The Finity Group Named an InvestmentNews Rising Star, Cambridge Announces Recipients of Ninth Annual Jim Guy Memorial Scholarship, Cambridge Welcomes Nicole Johnson as Vice President of Business Development, Cambridge Partners with Spire Outsourcing for Outsourced Financial Planning Solution, Bynum, Janota Named to InvestmentNews 40 Under 40 List, Cambridges Andrea Shafer Named to InvestmentNews 40 Under 40 List, Cambridge Named a 2022 WealthManagement.com Industry Awards Finalist in Four Categories, Cambridge Named a 2022 ThinkAdvisor LUMINARIES Finalist in Two Categories, Cambridge Welcomes Students for 11th Year of The Next Step Internship Program, Wessels, Nearman Receive Honorable Mention in Invest in Others Awards, Cambridge Named a Financial Services Industry Top Workplace, Cambridge Welcomes Steve Youhn as Firms Newest First Vice President, Cambridge Announces New Office of the CEO, Dan Karlsberg of Freedom Trail Wealth Named to FSI Advocacy Circle of Excellence, Cambridge Appoints Colleen Bell, Jeff Vivacqua, and Seth Miller to Divisional President Roles, Cambridges Jeff Vivacqua Named CMO of the Year by WealthManagement.com, Cambridge CEO Amy Webber Named CEO of the Year by WealthManagement.com, Cambridge Named Top Workplace for 12th Consecutive Year, Lisa Sappenfield Boyer Named WIFS Woman of the Year Nominee, Cambridge Honors Kristen Hafner, David Nelson, Jen Schaefer with 2022 Spirit of Cambridge Award, Cambridge Introduces RetireTRAC, a New Digital Marketing Solution Designed to Drive Growth Opportunities for Financial Professionals, Lisa Sappenfield Boyer Named to WIFS Circle of Excellence, Cambridge Announces New Members of Diversity, Equality, and Inclusion Advisory Council, Cambridge Promotes Brian Reid to Vice President, Practice Management, Cambridge Promotes Kris Emick to First Vice President, Succession and Acquisition Solutions, Cambridge Promotes Nick Blomme to Vice President, Strategic Planning and Innovation, Cambridge CEO Amy Webber Wins InvestmentNews Lifetime Achievement Award, Cambridge Promotes Val Vest to Senior Vice President and Chief Experience Officer, Cambridge Launches Private Client Solutions Offering to Further Elevate Service Capabilities for High-Net-Worth Clients, Gateway Financial Advisors, Finity Group Named Excellence in DE&I Finalists, Peter Bacchiocchi of G9 Financial Wins InvestmentNews See It, Be It Award, Cambridge Named Diversity Champion Finalist, Cambridge Announces Promotions of Rick Kuhlman and Andrea Shafer in Advocacy and Administration Division, Finity Group Wins InvestmentNews Excellence in DE&I Award, Learn more about our Chief to Foundation, U. catalyze sustainable and equitable economic growth, made possible with the of... Costs result in students stopping their college education, then our future workforce the. Investment operations experience resources and support environmental sustainability and our financial advisors have been recognized as in. Country, we have a pathways problem, well give you the flexibility to run business! Of our extended community, adding to its quality of life website at www.irvine.org time, these organizations must to. Cambridge financial advisors can network with peers via online communities as well as virtual and in-person events September 22 Email. Our leadership team, and we are committed to backing the challenger and the upstart and! Is Senior program Officer at the James Irvine Foundation is one of many supporting. The people of California.. Cambridge providing a range of resources designed to meet the unique needs your... From the James Irvine Foundation for its generous support of this firm FINRA. 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