Cantella: A Legacy of Adaptation, Vision and Empowerment in the Financial Industry
In 1952 Vin Cantella had a vision of building a company that would stand out from the rest. Cantella would excel where others fell down – in dedication, entrepreneurial spirit, service, integrity and professionalism. 70 years later that vision and commitment hasn’t changed.
Cantella established its roots as a specialist on the floor of the Boston Stock Exchange and made markets in hundreds of New England-based companies. Recognized for its prowess, Cantella expanded its horizons in 1969 by purchasing a seat on the New York Stock Exchange, ultimately becoming one of the largest execution providers for institutional investors and asset owners in Pacific Rim countries.
With an unwavering commitment to progress, Cantella continued to evolve in response to the changing landscape, leading to the birth of its contemporary identity. In becoming a clearing firm for smaller broker/dealers and RIAs, Cantella embraced a pivotal transformation. This marked the beginning of another new chapter as Cantella, in the early 1990’s, became one of the first broker/dealers in the industry to service independent financial professionals. In establishing clearing relationships with renowned entities such as Fidelity Institutional, Pershing LLC, and Raymond James they became a trusted partner for a nationwide network of independent financial professionals, as well as the broker/dealers and RIAs it served.
The current executive team joined Cantella in early 2000, formally assuming leadership in 2008, and buying the firm in 2014. They have been hands-on ever since, modernizing internal systems, automating firm wide processes and integrating clearing firm technologies with the firm’s proprietary technology. Cantella’s history coupled with the 20+ years of energy and vision of the leadership team has ensured that Cantella has stayed true to its roots of great service and innovation.
In late 2022, Cantella embarked on another new journey by closing their broker/dealer and RIA and becoming an enterprise Office of Supervisory Jurisdiction of Cambridge Investment Research, Inc., an independent broker-dealer and RIA that serves more than 3700 financial professionals[1]. This strategic partnership ensured that Cantella's core mission of empowering its family of independent financial professionals and assisting clients in achieving their financial goals is able to continue and grow for the next 20 years.
Aligning with Cambridge unlocked even greater capabilities, allowing Cantella to gain scale, while maintaining its culture and business model, along with its relationships with Fidelity Institutional and Pershing LLC. It also enabled them to further enhance back-office support, provide more cutting-edge technology and practice management solutions, and expand its range of products and resources available to financial professionals and clients.
With its rich history of adaptation, strategic alliances, visionary leadership, and commitment to innovation, Cantella continues to be poised to shape the future of the financial industry. And, with the Cambridge team, remain steadfast in its dedication to support financial professionals and help clients navigate their financial journeys with confidence.
