Ian Hubbard, CPFA^®

Vice President of Investments

Ian has worked with Finity Group since 2012, primarily working in the investment processing and operations departments. He supports the client-advisor relationship, to ensure Finity Group’s clients’ financial strategies are implemented with ease and at the high standards required by the firm. Ian also helps coordinate Michael Merrill’s individual investment practice.

In addition to providing operational support, Ian is part of the Investment Committee due diligence and research process. As a committee member, he assists in the monitoring and review of investments and portfolios utilized by advisors in individual and group client portfolios to ensure they meet the guidelines and standards set by Finity Group. Ian also assists in the review of employer provided retirement plans and benefits.

Ian has his Series 7 and 66 security licenses and a B.S. in Business Administration from the University of Oregon. When not at work, he enjoys spending time with friends, camping, and is an avid Oregon Duck and Portland Trail Blazers fan.

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge is not affiliated with Finity Group. This communication is strictly intended for individuals residing in all 50 states and DC. No offers may be made or accepted from any resident outside the specific states referenced. Cambridge does not offer tax or legal services.

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The Finity Group

Ian Hubbard, CPFA®

Vice President of Investments

Ian Hubbard, CPFA^®