Colleen Bell

Executive Vice President, Operations and Chief Fiduciary Service Officer
Member, Board of Directors and Executive Council

Colleen Bell

Executive Vice President, Operations and Chief Fiduciary Service Officer
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. Bell is responsible for the executive oversight for the service, solutions, and support delivered by Cambridge’s Operations Department while overseeing the Fiduciary Services and Portfolio Management Departments. Additionally, she focuses on expanding Cambridge’s Retirement Center, WealthPort®, and related consulting, education, and technology resources for Cambridge financial professionals. Bell was previously selected as a member of the IA 25 by Investment Advisor magazine and previously named by Investment News as a Women to Watch honoree.

Bell earned a Bachelor of Science degree in management information systems from the University of Illinois College of Business. She is an Executive Sponsor of Cambridge's Diversity, Equality, and Inclusion Committee. She holds the FINRA Series 7, 24, and 66 licenses, along with the Accredited Investment Fiduciary® (AIF) designation.