Cambridge Vice President of Human Resources recognized by Fairfield Chamber for personal and professional impact

Firm’s Chris DeAndrea also named finalist for PLANADVISER’s Retirement Plan Adviser of the Year

Promotions position Cambridge for continued growth and success

With a track record of driving digital transformation and AI integration at Charles Schwab, Van Moorleghem steps into key leadership role at Cambridge

Driven by associate feedback, firm recognized with fifth straight Top Workplace USA award

Heavey to lead Cambridge’s West Coast recruiting efforts

Nearly 900 financial professionals have participated in the firm’s Real Practice Management program

Kuhlman, SVP and Chief Legal Officer, secured majority vote from nearly 150 FINRA member firms

With more than 15 years of experience in portfolio management, Sidhu will lead the growth of Cambridge’s research offering across various product lines

Chris Janota, Traci Shughart each receive $20,000 for their nonprofit organizations through Invest in Others Grants for Good program

Esterson recognized for dedication to clients and leadership in the retirement planning space

Reid will lead the firm’s relationship management initiatives, with a focus on enhancing financial professional satisfaction, retention, and growth

Amy Webber (Executive of the Year), Colleen Bell (Luminaries With a Heart), Jeff Vivacqua (Thought Leader of the Year) earn victories at 2024 ThinkAdvisor Luminaries awards in Las Vegas

Metcalf will lead efforts to further solidify Cambridge’s position as a premier destination for top talent in financial services

Winning videos showcase firm’s unique culture and commitment to service

Cambridge advisors recognized among industry’s top professionals under the age of 40

Morae Metcalf, Whitney Pacha honored as industry-leading professionals under age 40

Nosbisch will oversee all aspects of Cambridge’s product lifecycle while working with senior leaders to implement innovative delivery strategies

Berner will collaborate with leaders across the firm to enhance operating efficiency and support Cambridge’s overall service excellence vision

Based on anonymous associate feedback, firm recognized among top places to work in Iowa

Firm recognized for building an inclusive workplace that supports career growth

Cambridge Executive Vice President and Chief Experience Officer recognized for efforts to empower women in financial services

Firm and executives recognized for outstanding leadership, innovation, and
impact on financial services industry

Firm recognized for Cambridge Stronger podcast series and Ignite ‘Giving Back’ initiative

42 students from around the country joined Cambridge for its summer-long internship program

Jim Wessels and Stan Zurawski, Jr. receive honorable mentions and donations to selected non-profits

Recognition highlights Cambridge’s commitment to community service and philanthropy

Divam Mehta, Jim Wessels, and Wanda Delgado celebrated at inaugural InvestmentNews Awards in New York City

Voreis will work alongside the firm’s Business Development department and lead all financial professional transition initiatives

Firm’s six finalist selections are most of any firm in year that saw record number of nominations 

Schwartz honored for contributions to Fairfield and its surrounding communities

Divam Mehta, Jim Wessels, Jimmy Williams, Nick Cantrell, Peggy Haslach, and Wanda Delgado recognized in inaugural InvestmentNews Awards

Cambridge CEO recognized in inaugural InvestmentNews Awards; winners announced at live event in New York City

Winners to be announced at an InvestmentNews awards ceremony in New York City

Voreis will provide leadership and strategic direction to Cambridge’s A&S Team and continue his focus on building relationships with financial professionals and associates across the firm

Vivacqua, an active member of the Invest in Others Board since 2016, succeeds John Hyland as Chairman

Winners to be announced at 30th annual FCS awards gala in New York City

New outsourcing solution expands Private Client Solutions offering, enhances firm’s high-net-worth resources and support

Firm earns annual honor for fourth consecutive year

With nearly 25 years of experience at Cambridge, Reineke will support firm’s continuous improvement and service experience initiatives

Oliver will lead firm’s east coast recruiting activities, with focus on recruiting opportunities of $1.5M and up

New Jersey-based firm affiliates with Cambridge to support future growth

Boen joins Cambridge’s Executive Council and will help oversee the firm’s financial and fiscal management operations

Goodwin will oversee Cambridge's recruiting efforts and work with other senior leaders around the firm to execute targeted growth strategies

These appointments are part of Cambridge’s continued journey to ensure the company’s internal control and ability to respond to the ever-changing financial services landscape

Designed to support independent advisory firms, BridgePort offers customized solutions to drive long-term growth and longevity

Backed by Cambridge Stronger, Let’s Talk podcasts, firm honored with ThinkAdvisor’s Thought Leadership and Education award at Gotham Hall in New York City

Briggs brings over 20 years of experience in human resources management and will lead the development and implementation of Cambridge’s talent acquisition strategies

Cambridge’s President of Innovation and Experience honored with prestigious award at InvestmentNews Women to Watch ceremony in New York City

Morgan brings over 25 years of experience in financial services and will focus on corporate development and strategic initiatives

Turner brings nearly 25 years of experience in wealth management and will oversee all areas of the firm’s Consulting Services department

Sappenfield Boyer earns spot in Diamond Division; Hoff (Emerald) and Williams (Sapphire) also qualify

One of nine professionals elected to the board, Chavez Geissler will serve as Treasurer

Cambridge’s President of Innovation and Experience is one of nine finalists for the publication’s ‘Allyship Champion of the Year’ award

 Cristen Morgan earns funding for Hope House Foundation

Regional award adds to the firm’s 2023 Top Workplace USA and Financial Services honors

Firm’s three award selections are tied for
second-most of any firm in year that saw record number of nominations 

Gill joins Cambridge with a focus on business agility and product transformation

Cambridge’s Assistant Vice President of Marketing and Communications honored for dedication to excellence in the field

2023 program welcomed 34 students for a summer of financial services industry insight

Firm partners with industry leaders to expand access to retirement plans for small businesses

Cristen Morgan, Carter Benkendorfer, Steve Nearman, Robert Romeo, and Jim Wessels earn donations for their selected nonprofit organizations

Firm recognized in the categories of Executive Leadership, Community Impact, Financial and Investment Innovation, and Thought Leadership and Education

Firm’s six finalist selections are tied for second-most of any firm in year that saw record number of nominations

Firm named a winner in the category of ‘Outstanding Practice’