Cambridge Financial Services Inc

  • Financial Services
  • Greenwich CT
  • 7 employees
  • Financial Services
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Company Overview

Headquarters
83 Mason Street, Greenwich CT
Website
cambridgegroup.net
Phone
(203) 869-0033
Employees
7
Founded in
1983
Industry
Financial Services
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Financials & Stats

Revenue

$20B

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Who is Cambridge Financial Services Inc

Cambridge Financial Services Inc. is a company based in Greenwich, Connecticut, that is part of the CAPTRUST organization. As a financial services provider, they employ 7 individuals and generate annual revenue of $20 million. Cambridge Financial Services specializes in offering investment advisory services. Their clientele primarily consists of fiduciaries managing corporate retirement plans, endowments, and foundations for non-profit organizations. Through their partnership with CAPTRUST, Cambridge Financial Services leverages a wider network and resources. Clients can reach Cambridge Financial Services by visiting their website at cambridgegroup.net.

Company Leadership

Juli Wilhelm

Executive Vice President

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Kathy Corso-Chase

Sr Director Human Resources

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Cambridge Financial Services Inc Industry Tags

Financial Services
Investment Management
Alternative Investment Consultant
Institutional Investment Consultant
Group Health Insurance
Fiduciary Investment Advisor
Financial Advisory Services
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Companies Similar to Cambridge Financial Services Inc

Analyze industry trends and opportunities by examining competitors and companies comparable to Cambridge Financial Services Inc, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

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20M 21
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FAQ

What is the location of Cambridge Financial Services Inc's headquarters?
The headquarters of Cambridge Financial Services Inc are situated at 83 Mason Street, Greenwich CT
What is Cambridge Financial Services Inc's phone number?
Cambridge Financial Services Inc's contact number is (203) 869-0033.
What is Cambridge Financial Services Inc's official website?
The official website of Cambridge Financial Services Inc can be found at cambridgegroup.net.
What is Cambridge Financial Services Inc's current revenue?
As of May 2020, Cambridge Financial Services Inc's annual revenue reached $20B.
How many employees does Cambridge Financial Services Inc currently have?
Cambridge Financial Services Inc employs approximately 7+ people as of May 2020
Which industries is Cambridge Financial Services Inc primarily operating in?
Cambridge Financial Services Inc operates in the following industries: Finance, Credit
Who is the Executive Vice President of Cambridge Financial Services Inc?
Cambridge Financial Services Inc's Executive Vice President is Juli Wilhelm
What are Cambridge Financial Services Inc's industry tags?
Cambridge Financial Services Inc's industry tags include: FInancial Services, Investment Management, Alternative Investment Consultant
When was Cambridge Financial Services Inc founded?
Cambridge Financial Services Inc was founded in 1983.

Employee Directory

Key Employees

Fielding Miller

CEO

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John Appleby

Managing Dir Project Management & Acquisitions

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Doreen O'Dowd

Sr Dir Client Services

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Errol Hau

Director Freedom401k

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Lori Dillingham

dir Fiduciary Operations

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