We are excited to let you know about the latest development in our company’s ownership journey (timely after our recent 30-year celebration)!

Last week we welcomed Dominic Sheehan, Johnny Sharland and Paul Choi to the Cambridge Partners shareholding group as our newest Principal Financial Advisers. This milestone reflects their exceptional contributions, leadership, and commitment to our clients and the long-term future of the firm.

As we continue to grow, their shared vision will be extremely valuable in shaping our path forward.