Cameron Cassedy, CFA

Vice President

Cameron joins CFG with almost a decade in the investment management industry. He brings experience and a deep knowledge base, as well as a fresh perspective to our already talented investment team. After working in the finance department for the New York Yankees, Cameron joined The Vanguard Group in their global headquarters as a client associate, working with the firm’s high net worth clients to achieve their investment goals. Cameron was then promoted to the Risk Management Group where he helped oversee investment risk for Vanguard’s Fixed Income Mutual Funds and ETF’s. He was then promoted to trader, where he helped manage $500 billion in assets for Vanguard’s Fixed Income Index Funds & ETF’s. He was then promoted to Vanguard’s institutional investment team, where he helped lead portfolio construction and investment management for the firm’s endowment, foundation, and corporate clients. Cameron is a CFA Charterholder, and holds a bachelor’s degree in Economics with a minor in Finance from Florida State University.

Cameron’s specializes in designing and implementing comprehensive customized portfolios and investment solutions to meet your unique goals. Having worked with both individual and institutional clients, Cameron is uniquely qualified to help you meet your longer - term financial goals whether you are an individual, corporation, or retirement plan.

Cameron is a native of Tampa, where he currently resides with his wife, Madeline and his son, Clifford.