Marianne Lyons, CEBS, AIF

Marianne is an independent advisor, responsible for the implementation and support of qualified retirement plans.  

Prior to joining Cambridge, Marianne was employed as a pension consultant for a major retirement services company in Philadelphia, PA.  A graduate of Marywood University, she has attained the Certified Employee Benefits Specialist (CEBS) designation from the International Foundation of Employee Benefit Plans and the Wharton School of the University of Pennsylvania.  

Marianne has also been awarded the Accredited Investment Fiduciary (AIF) designation from the Center for Fiduciary Studies, which certifies a specialized knowledge of fiduciary standards of care and their application to the investment management process.  

As an Accredited Investment Fiduciary, her goal is to act in the best interest of your plan participants, without any conflict of interest, for a reasonable fee.

Her expertise includes pension plan design, benchmarking, fiduciary due diligence and employee communication.

Marianne is a registered representative of Cambridge Investment Research, Inc. and she is an investment advisor representative of Cambridge Investment Research Advisors, Inc.