About Cambridge 

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

Amy Webber (CEO of the Year), Tammy Robbins (Enterprise Executive of the Year), and Sean Van Moorleghem (CTO of the Year) recognized for outstanding leadership and commitment to advisors

French will receive a $75,000 grant to support Shepherd’s Way and its work with adults with intellectual and developmental disabilities

Advisors Greg Raines, Lisa Sappenfield Boyer, and Mike Quirk and associates Ali Den Hartog and Stacey McReynolds honored for embodying Cambridge’s core values and purpose

Strong year-over-year recruiting growth reflects the firm’s flexibility, internal control, and people-first culture

Ben French, Michael Brady, and nine other Cambridge-affiliated advisors recognized for their work with nonprofit organizations

Annual scholarship provides financial support to college students who are children of Cambridge advisors and associates

Based on anonymous associate survey results, firm recognized as a top place to work in Arizona 

Firm recognized for advisor-first approach and relentless commitment to independence

Cambridge CEO honored for leadership in building one of wealth management's leading independent financial solutions firms

Former onsemi IT leader joins Cambridge to support the firm’s infrastructure, security, and operations initiatives

Internally controlled firm continues attracting independent advisors seeking stability, flexibility, long-term partnership amid industry consolidation

Sierra to lead advisor support and RIA succession strategy implementation, driving growth across all business models

Hassett will lead Cambridge’s West Coast recruiting efforts 

Bringing more than 40 years of combined industry experience, Schumann and Weithaus will support the firm’s regulatory oversight, risk management, and advisor support efforts

New technology enhances efficiency, supports informed decision-making, and enables advisors to focus on growth

Amanda Reineke and Erica Molina step into expanded leadership roles, with focus on advisor experience and innovation to support the firm’s continued growth

Acquisition demonstrates Cambridge’s ongoing commitment to advisor succession planning, including serving as a buyer in support of long-term continuity

With nearly 15 years of enterprise technology leadership at Wells Fargo, Reed will lead the development of next-generation platforms supporting Cambridge’s 4,100+ advisors

Phelps brings over 15 years of experience in financial services and will help drive corporate development and enterprise growth

With more than a decade of experience at Osaic, Ham will support Cambridge’s continued expansion of products and services

Milestone reinforces firm’s position as a leading destination for independent financial professionals

Partnership brings together two organizations committed to independence, innovation, and advisor-first service

Move reinforces Cambridge’s commitment to delivering industry-leading investment products, research, and services

Firm recognized for commitment to building a culture that supports career development and long-term success

Phelps, Hixson recognized as industry-leading professionals under the age of 40

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

CEO Amy Webber, Vice President Lindsay Haskins among those recognized for impact on financial services industry

CEO of Duncan Financial Group recognized for leadership and outstanding contributions to financial services

Firm recognized for Cambridge Community of Women (CCW) Program

Functionality expected to expand to other administrative tasks in coming months, freeing staff to take on more complex, advisor-facing tasks

Andrea Shafer, Val Vest, and Lindsay Haskins recognized for leadership and impact in financial services

Westlake Village firm named among fastest-growing female-led teams in industry; Sukys recognized for allyship excellence

Michael Hardy, Bruce Henning, Martha Johnson, and Javier Tafoya honored for their work with non-profit organizations

Rapidly growing hybrid RIA transitions to Cambridge for greater flexibility, more personalized support and highly collaborative culture between home office and large enterprises

Winners were celebrated at InvestmentNews awards ceremony in New York City

Firm’s four finalist selections are tied for third-most among all firms

Expanded relationship will support the growing demand for alternatives among their financial professionals and their high-net-worth clients

Nick Cantrell, Chad Cooper, Greg Raines, and Susan Sukys named finalists for contributions to financial services 

Cambridge is a finalist for Broker-Dealer of the Year and Employer of Choice awards; Bell recognized as a DEI Trailblazer finalist

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

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