A Strong Executive Management Team Supports
When you work with CFS, your investment program will be supported by a strong senior management team with an extensive breadth of knowledge and depth of experience in all channels of the financial services industry. Each member of the senior team has more than 15 years of experience in his or her respective area of expertise and each is dedicated to helping your practice grow and be successful. With a back office staff of more than 100, and an advisor to support staff ratio of approximately 5:1, we are well-suited to provide outstanding customer service.
Brief biographies of our executives:
President, CEO and Co-founder
EVP, OSJ and Training
EVP, Chief Information Officer
EVP and Chief Compliance Officer
SVP, Business Systems