Colleen Bell


President, Innovation and Experience
Member, Board of Directors and Executive Council

Colleen Bell

Colleen Bell


President, Innovation and Experience
Member, Board of Directors and Executive Council

Colleen Bell joined Cambridge in 2006 following her experience as a securities examiner for the Securities and Exchange Commission. Today, she is part of the Office of the CEO and serves as president for the firm’s Innovation and Experience division. Bell is also a member of the Board of Directors and Executive Council. Her focus is on driving associate engagement and financial professional satisfaction, while advancing and discovering new ways to meet ongoing needs.

Bell has oversight of a number of the firm’s service teams, including Products and Technology Solutions, Strategy Planning and Innovation, Service Experience and Specialized Service Teams, Executive Administration, and Internal and External Education. Prior to her current role as president, she served as Cambridge’s executive vice president of operations and chief fiduciary service officer.

Bell was previously selected as a member of the IA 25 by Investment Advisor magazine1 and in 2023 received the InvestmentNews Women to Watch ‘Allyship Champion of the Year’ award2. She is an Executive Sponsor of Cambridge’s DEI Committee and Community of Women. Bell earned a Bachelor of Science degree in management information systems from the University of Illinois College of Business. She holds the FINRA Series 7, 24, and 66 licenses.

1Investment Advisor magazine/ThinkAdvisor, IA 25 2016 is a recognition which identifies 25 people who readers believe have had or will have the greatest influence on the financial services industry. Results are based on reader poll.

2The InvestmentNews Magazine Women to Watch awards recognize women in the industry who have demonstrated success, leadership, ability to effect change, and a willingness to help other female professionals and community service. Finalists and winners were chosen by an InvestmentNews selection committee.