Innovative Investment Solutions

Through our industry-leading sales distribution and service capabilities, we are able to provide a single point of access to multiple, diversified, and unique investment strategies. Cedar Capital serves as the sales distribution and operational arm to high-quality asset managers that share the same core characteristics we believe in. We are comprehensive in our offerings and disciplined in choosing the firms that we represent.


Partners + Literature

Represented by Cedar

We are built on integrity.

We are comprehensive in our research.

We are dynamic in our offerings.

We are flexible in our approach.

Leadership

Leadership Team

The Cedar Capital leadership team is made up of innovative thought leaders who have numerous years of experience in the financial industry. Our leadership team oversees operations and business performance, sales distribution, strategy and planning, talent development and retention, risk management, and external affairs. We put a very high emphasis on integrity and trust and forged a corporate culture that empowers our employees to make a difference.

Paul R. Ingersoll

Chief Executive Officer | Partner

    Paul Ingersoll

    Yash Patel

    Chief Operating Officer | Partner

      Yash Patel

      Cami Kirschner

      Chief Compliance Officer

        Cami Kirschner

        Michael Balch

        Head of Sales | Partner

          Michael Balch

          Andy Baker

          Corporate Development | Partner

            Andy Baker

            David Boon

            Chief Financial Officer | Partner

              Dave Boon

              Michael Herndon

              Corporate Development | Partner

                Michael Herndon

                Vanessa M. Ward

                Director of Human Resources

                  Vanessa Ward

                  name

                  managers

                  Sales Team

                  Territory: New England

                  Region: Northeast

                  External Sales

                  Mimi O'Leary

                  CT, MA, ME, NH, RI, VT

                  203.209.5378

                  mimi.oleary@cedarcapital.com

                  Internal Sales

                  OUR SERVICES

                  For Asset Managers

                  Cedar Capital offers a variety of solutions for boutique asset managers. Our infrastructure is set up to allow sales distribution, compliance, marketing, communications and operations to be fully integrated, giving our current asset managers the solutions that they need to run their business to the highest extent possible.

                  For Financial Advisors

                  Cedar Capital offers a single point of access to multiple innovative investment strategies. We work in an industry that has constant change and we understand that we have an obligation to contribute to the success of our advisors and their clients – and we offer that flexibility. We built our business model around that adaptability and we believe in the power of independent investment thinking. Each of the asset managers we associate our firm with concentrate on those investment styles and disciplines where they have expertise. Cedar Capital is disciplined in choosing firms we believe are of high quality, that are unique in their approach and philosophy, but most of all lead with integrity.


                  Contact services@cedarcapital.com for more information.

                   

                  855.689.7760

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                  Cedar.TV is Cedar Capital’s digital communications resource for investment professionals and their clients. From thought leadership videos to industry interviews, Cedar.TV delivers business and financial information on strategies that we distribute in addition to a dynamic network of information, people, and ideas.

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