CAPTRUST acquires investment advisory firm

CAPTRUST Financial Advisors, one of the nation’s leading independent retirement plan advisory firms, has acquired top talent with the acquisition of Greenwich-based investment advisor Cambridge Financial Services.

CAPTRUST also announced that Ernest Liebre, Cambridge’s founder, will be joining CAPTRUST 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. Mr. 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,” Mr. Liebre said. “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 said. “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.”

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