Cambridge Investment Research will Provide Investment Services to Sterling Bank & Trust Customers
Peter-Eric Philipp to Create Solutions" for the Banks Customers in San Francisco
San Francisco, CA (PRWEB) February 19, 2005 -- Beginning February 18th, Peter-Eric Philipp, a Chartered Financial Analyst (CFA) and Registered Representative with Cambridge Investment Research, Inc. will provide access to investment services for Sterling Bank & Trust FSB California branch customers. Sterling Bank & Trust is a federally chartered savings bank headquartered in Southfield, Michigan and operating branch offices in the San Francisco Bay Area. Mr. Philipp is based in San Francisco.
The relationship between Sterling Bank & Trust and Cambridge Investment Research, Inc. will allow the bank to expand its breadth of service offerings to its customers on the West Coast. In turn, Cambridge will be able to offer a wide range of investment products and services to a larger clientele base.
Were excited to partner with a leading, independent savings bank and to be able to help meet its clients investment objectives," said Peter-Eric Philipp, CFA with Cambridge Investment Research. In 2002, I became the first financial advisor in the Bay Area to offer Morningstar® Managed Portfolios because I understand the value of objective research and how that is the foundation for building solid investments. I plan on using that philosophy to help Sterlings customers towards achieving their financial planning goals."
Cambridge Investment Research and Peter share our commitment to outstanding customer service," said Tom St. Dennis, President of Sterling Bank & Trust FSB. Since 1984, weve provided our customers with new, innovative and superior financial solutions. Now, with Cambridge Investment Research and Peter on board, well continue that tradition of excellence."
About Peter-Eric Philipp, CFA
Peter-Eric Philipp is a Financial Advisor with Cambridge Investment Research. With more than 17 years experience in financial services, Peter specializes in helping clients make smart choices about their money. In 1994, Peter became a Chartered Financial Analyst (CFA) -- the only globally recognized investment designation. As a CFA, Peter emphasizes a disciplined and objective approach to investing. This experience sets Peter apart from most other advisors and allows his clients to benefit from advanced institutional-style portfolio management. On the web at: www.petereric.com.
About Cambridge Investment Research, Inc.
Established in 1981, Cambridge Investment Research is an independent broker/ dealer with over 700 investment professionals nationwide. Thousands of individuals, businesses, and non-profits trust this broker/dealer and registered investment advisor with their assets. Cambridge Investment Research offers its clients investment products* and services available from hundreds of leading investment firms.
About Sterling Bank & Trust
Sterling Bank and Trust, headquartered in Southfield, Michigan, was chartered in 1984. Its primary focus is on commercial real estate, construction and residential lending in California and Southeast Michigan. Sterling operates six bank branches in the Northern California market. Sterlings mission is to create exceptional value for customers, employees, investors and the community through innovative and creative products, services and activities. Sterling provides 24-hour, on-line access to account and financial products information at sterlingbank.com
Cambridge Investment Research and Sterling Bank and Trust are separate entities and not affiliated.
*Not FDIC Insured, not bank guaranteed, may lose value.
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