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Steve Chipman

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Steve Chipman

Senior Vice President, Stategic Initiatives | Cambridge Investment Research, Inc.

Phoenix, Arizona, United States

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Steve Chipman

Summary

Steve Chipman is a seasoned executive with extensive experience in the financial services sector, currently serving as the Senior Vice President of Strategic Initiatives at Cambridge Investment Research, Inc. His role involves spearheading corporate development strategies and building acquisition pipelines that drive revenue and stakeholder value. With a career spanning over two decades, Steve has held various leadership positions, including President and CEO of Foothill Securities, where he successfully grew the firm and orchestrated its sale. He is also an active contributor to industry advocacy as a board member of the Financial Services Institute and has served on FINRA's District Committee. Steve's educational background includes a degree in Business Administration from the University of Massachusetts and further specialization at The Wharton School. His strategic foresight and hands-on approach in the investment landscape have made him a respected figure in wealth management and financial planning.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Steve Chipman

Work Experience

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Senior Vice President, Stategic Initiatives at

Cambridge Investment Research, Inc.

April 2020 - Present

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Senior Financial Services Executive at

Conscience VC

January 2020 - April 2020

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Senior Vice President, Strategic Acquisitions at

Advisor Group

January 2017 - October 2019

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President &CEO at

Foothill Securities, Inc.

April 2006 - December 2016

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Board of Director Member at

Financial Services Institute (FSI)

January 2012 - December 2016

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Board Member at

FINRA

January 2007 - December 2013

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Director at

BNY Pershing

June 1999 - April 2006

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Vice President at

Everen Securities

April 1997 - June 1999

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Volunteer, FBI Citizens Academy at

Federal Bureau of Investigation (FBI)

January 1997 - January 1998

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President & CEO at

Norcross

January 1991 - April 1997

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Steve Chipman

Education

Wharton School, Securities Industry Institute

January 2003 - January 2006

University of Massachusetts at Amherst - Isenberg School of Management, Bachelors, Business Administration

January 1978 - January 1982

Frequently Asked Questions about Steve Chipman

What is Steve Chipman email address?

Steve Chipman's primary email address is ********@joincambridge.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Steve Chipman work for?

Steve Chipman is a Senior Vice President, Stategic Initiatives at Cambridge Investment Research, Inc., a company specializing in Monetary Authorities-Central Bank.

Where Steve Chipman graduated from?

Steve Chipman holds a degree in Finance, General from Wharton School.

How can I directly contact Steve Chipman?

To contact Steve Chipman directly, you can use the email address ********@joincambridge.com. Complete contact information is available upon registration with Muraena.

Who is Steve Chipman?

Steve Chipman is a seasoned executive with extensive experience in the financial services sector, currently serving as the Senior Vice President of Strategic Initiatives at Cambridge Investment Research, Inc. His role involves spearheading corporate development strategies and building acquisition pipelines that drive revenue and stakeholder value. With a career spanning over two decades, Steve has held various leadership positions, including President and CEO of Foothill Securities, where he successfully grew the firm and orchestrated its sale. He is also an active contributor to industry advocacy as a board member of the Financial Services Institute and has served on FINRA's District Committee. Steve's educational background includes a degree in Business Administration from the University of Massachusetts and further specialization at The Wharton School. His strategic foresight and hands-on approach in the investment landscape have made him a respected figure in wealth management and financial planning.

Steve`s contact details

mail

********@joincambridge.com

*************@cir2.com

Colleagues

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Barry Schmidt

Senior Vice President, Financial Institutions, at Cambridge Investment Research, Inc.

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Steve Oliver

Regional Vice President, Business Development

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Greg Turner

Executive Vice President Consulting Services

Rick Kuhlman

Chief Legal Officer, Senior Vice President

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Tammy Robbins

Executive Vice President and Chief Business Development Officer

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Teri Bockting Shrm-Scp Sphr

Vice President Human Resources

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Kristina Quinn

Vice President, Client Experience

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Lindsay Haskins

Vice President, Public Relations and Creative Marketing

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Aif Lizzie Warner

Vice President, Business Transitions

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Timothy Scanlon

Vice President of Wealth Management

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