Marc Jimenez, former regional director for Dimensional Funds, a $240 billion mutual fund family, has joined Cambridge Southern Financial Advisors to run the firm’s new Denver office.
The firm, which currently runs two offices in Atlanta and one in Salt Lake City, will also change its name to Cambridge Wealth Counsel.
"Denver helps us continue to grow our national presence as we plan to increase our portfolio from $270 million assets under advisement to $500 million by 2016," stated Robert Hockett, president of Cambridge Wealth Counsel.
