Cambridge Investment Group has promoted Kevin Manz to first vice president of operations. In this role, Manz provides leadership for the brokerage operations and partner support teams, with a focus on operational service initiatives to meet the needs of Cambridge’s independent financial advisors.
“Kevin’s significant contributions through continuous improvement and workflow integration have been critical in our overall efforts to continually deliver a customizable advisor and investor experience combined with superior quality,” said president and CEO Amy Webber. “As the industry continues to change, we are committed to providing excellent service by fulfilling our purpose of making a difference in the lives of our advisors, their clients, and our associates.”
Manz joined Cambridge in 2015 with more than 15 years of experience in the financial services industry, including back office leadership roles in operations with Cetera Financial Group, Broker Dealer Financial Services Corporation, and ING Advisors Network. He specializes in brokerage operations, call center efficiencies, and optimizing the overall experience for advisors.
Manz earned a bachelor’s degree in marketing and small business management from Iowa State University and holds FINRA Series 7, 24, and 66 licenses.
Cambridge Investment Group is a privately-controlled financial solutions firm focused on serving independent financial advisors and their clients. The network includes registered investment adviser Cambridge Investment Research Advisors Inc. and independent broker-dealer Cambridge Investment Research Inc. Overall, Cambridge supports more 3,000 independent financial professionals nationwide.