FAIRFIELD, Iowa--(EON: Enhanced Online News)--Cambridge announced Pete Dollive is retiring at the end of the year after over 30 years in the industry and over 20 with Cambridge. Dollive has served the firm in a variety of executive leadership roles during his tenure and was most recently Cambridge’s First Vice President of Due Diligence and Product Services and a member of Cambridge’s Senior Council.
“We thank Pete for his many years of valued service”
“We thank Pete for his many years of valued service,” said Dan Sullivan, Cambridge’s Executive Vice President. “Pete has been transitioning into his vision of retirement which he has been planning for some time now, and he has built out a strong due diligence program and team. We appreciate his many contributions over the last few decades, and we are excited about his new part-time mentoring role through our RECAP program.”
Dollive will continue to offer his knowledge and expertise in a different capacity at Cambridge through Cambridge’s The Next Step® RECAP (Retired Employees Continuing as Part-time) Program. Dollive has been in the financial services industry since 1983 and his background includes tenure with E.F. Hutton’s offices in Washington D.C. He joined the firm in 1993, and during his tenure with Cambridge, he has held numerous executive roles. Dollive’s most recent focus includes leading Due Diligence and Product Services where he collaboratively led a thorough program that supports one of the largest selections of product choices offered by an independent broker-dealer to serve independent financial advisors and their investing clients. He served on numerous committees across the firm, and was a member of the firm’s Senior Council. Dollive earned a master’s degree in mathematics at Kent State University and holds FINRA Series 3, 4, 7, 24, 51, 55, 63, 65, 79, and 99 licenses. He is also licensed in all 50 states for life and health insurance.
“Pete joined our team in the early 90’s as our fifth employee,” said Eric Schwartz, Cambridge’s Founder and Chairman. “Throughout 2016, we’ve been celebrating our 35th anniversary*, and Pete has held a very important role in our many achievements through the years. We are grateful he will continue to inspire us in his new part-time mentoring role with his steadfast dedication to our values and extensive experience in the advice industry.”
Cambridge Investment Group, Inc. is a privately-controlled firm with a national reach across the financial services industry consisting of multiple broker-dealers and RIAs, including: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Continuity Partners Group, LLC – a special purpose broker-dealer and registered investment advisor; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest privately-controlled independent broker-dealers in the country supporting over 3,000 independent financial professionals nationwide who serve their clients as registered representatives and investment advisor representatives, choosing to use either Cambridge’s firm Registered Investment Adviser or their own. For more information visit www.joincambridge.com.
*Cambridge and its predecessor broker-dealer