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CAPTRUST Strengthens Presence in Northeast

Firm Acquires Top Talent with Acquisition of Greenwich-Based Investment Advisor

CAPTRUST Financial Advisors, one of the nation’s leading independent retirement plan advisory firms, announced the acquisition of Cambridge Financial Services, a well-respected institutional investment advisory firm based in Greenwich, CT. CAPTRUST also announced that Ernest Liebre, Cambridge’s founder, will be joining the firm as senior vice president and financial advisor, operating from CAPTRUST’s new Greenwich office.

Founded in 1983, Cambridge has specialized in providing objective investment advisory services predominantly to institutional qualified and nonqualified retirement plans, foundations, endowments, insurance captives, and cash management programs. Liebre brings to CAPTRUST a high level of expertise and experience coupled with a reputation for conforming to the industry’s highest standards.
 
“In today’s global economy, many financial service organizations either have interlocking relationships or are strategically linked,” said Liebre. “CAPTRUST’s services are entirely independent of any investment management company, insurance company, bank,  custodian, brokerage company; CAPTRUST does not sell any proprietary financial products,” he continued. “In addition, CAPTRUST provides a superior level of research and technological support that will provide significant benefits to our clients.” 
 
“I am thrilled to welcome Ernest to our team," said J. Fielding Miller, CAPTRUST co-founder and CEO. "Cambridge clients have always had access to reliable and well-considered solutions. That tradition will continue with CAPTRUST."
 
About CAPTRUST Financial Advisors
 
CAPTRUST Financial Advisors is an independent investment research and fee-based advisory firm specializing in providing retirement plan and investment advisory services to retirement plan fiduciaries, executives, and high-net-worth individuals. Headquartered in Raleigh, N.C., the firm represents $106 billion in client assets with offices in Alabama, California, Connecticut, Florida, Georgia, Iowa, Kansas, Massachusetts, Michigan, Minnesota, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, and Washington, D.C. 

Recognition

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Announcements

VESTED, Fall 2018

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