Investment Experts

Bart H. Siegel, CPA, CFP, CFE, CGFM

President, Cambridge Asset Management

Mr. Siegel is a Certified Public Accountant (CPA), licensed by the State of Florida, Department of Business and Professional Regulation. Mr. Siegel is registered as an Investment Advisor with the State of Florida, Department of Banking and Finance, D/B/A Cambridge Asset Management. Mr. Siegel possesses the designations of Certified Financial Planner (CFP), Certified Fraud Examiner (CFE) and Certified Government Financial Manager (CGFM). During 1999/2000, Mr. Siegel was President of the Association of Certified Fraud Examiners of Tampa Bay. Mr. Siegel has many years experience in fraud detection, financial planning, auditing and accounting. Mr. Siegel was previously licensed as a stockbroker, working with a major, New York, NASD registered firm. Utilizing his educational background and extensive experience in the areas of accounting, financial planning, fraud investigation, and auditing, Mr. Siegel provides our clients with professional, independent, opinions, on whether, or not, their stock brokers, or their brokerage firms, breached their fiduciary duties, or committed acts of fraud.

Education

Mr. Siegel earned a Master of Business Administration from Rutgers Graduate School of Management. He also earned Bachelor of Science in Finance and International Business from the College of Business, Florida State University.