It is our mission to deliver quality advice tailored to every client we serve – a mission we accomplish by focusing our efforts on understanding our clients’ specific needs and goals. Cambridge’s partners, each of whom have extensive experience providing strategic advice to the investment management industry, leverage their combined knowledge to deliver comprehensive and long-lasting solutions to our clients.
David joined Cambridge as a Partner in 2009 and became President in 2018. He was previously with the firm from 2001 to 2005. He is actively involved in business development and client advisory work.
Rick joined Cambridge as a Partner in 2010. He is actively involved in business development and client advisory work. Rick has over 25 years of experience as both a principal and advisor in the financial services industry.
Jessica is a Vice President at Cambridge. She is actively involved in business development and client advisory work on buy-side and sell-side assignments. Jessica joined Cambridge in 2010 as an Analyst.
John joined Cambridge as a Partner in 1995 and was President from 2011 to March 2018. He is involved in client advisory work. Prior to joining Cambridge, John spent six years as a Principal of Allegiance Capital Partners.