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Cambridge Brings Outsourced CFO to HNW Advisors

April 3, 2024

Cambridge has partnered with Hero CFO, so advisors can provide sophisticated financing reporting to wealthy clients.

United Kingdom United States Tammy Robbins Commonwealth Financial Network Cambridge Investment Research Cambridge Private Client Solutions

Source: wealthmanagement.com

CNB Financial : Bank Celebrates Opening of Private Client Solutions Office in State College

July 28, 2023

State College, P.A. - A ceremonial ribbon cutting today marked the opening of the CNB Bank Private Client Solutions office in State College. The new office, located at 1960 Old Gatesburg Road in State...

Dustin Minarchick Mike Peduzzi Travis Snyder Joseph Dell Private Banking Corporate Commercial Development

Source: marketscreener.com

CNB Bank celebrates opening of State College office

July 27, 2023

STATE COLLEGE — A ceremonial ribbon cutting on Thursday marked the opening of the CNB Bank Private Client Solutions office in State College.

Mike Peduzzi Bank Private Client Solutions Financial Corp Private Client Solutions State College He Economy

Source: theprogressnews.com

Cambridge Launches Tool that Formalizes Advice Sharing

February 21, 2023

Cambridge's new Private Client Solutions offering will help advisors access areas of expertise for clients beyond investment management.

United States Cambridge Retire Boca Raton Jeff Vivacqua Nettuno Group Client Solutions