FAIRFIELD, IA – September 6, 2022 – As announced on August 15, Cambridge recently realigned its business functions and created an ‘Office of the CEO.’ To lead the Office’s three divisions, the firm promoted Colleen Bell, Jeff Vivacqua, and Seth Miller from their executive vice president roles to new president positions. Bell will lead the Innovation and Experience division, while Vivacqua and Miller will head the Growth and Development, and Advocacy and Administration divisions, respectively.
“As we continue to navigate an evolving landscape and prepare for the many opportunities that lie ahead, it’s important that we provide Cambridge with a leadership structure that most accurately reflects our key business functions,” said Cambridge CEO, Amy Webber. “Colleen, Jeff, and Seth are among our most experienced leaders who have continuously proven their dedication to our firm and the financial professionals we serve. I believe this new structure will be instrumental in fulfilling our purpose and paving the way to a path of continued success.”
Bell, Vivacqua, and Miller have been part of the firm’s leadership team for over a decade, each bringing years of experience in the financial services industry. Below is a look at each divisional president and the functional areas they will lead.
Colleen Bell — President, Innovation and Experience
In her new role, Bell will focus 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 Cambridge’s service teams, including Products and Technology Solutions, Strategic Planning and Innovation, Service Experience and Specialized Service Teams, Executive Administration, and Internal and External Education.
“We will continue a collaborative approach to innovation and leverage insights to understand every interaction to ultimately anticipate both the needs of our financial professionals as well as our associates.” Bell said. “We remain committed to investing in the future by fostering a culture of innovation to deliver industry leading solutions to attract new talent and the next generation of clients. I’m excited for what’s next in our ongoing transformation.”
Prior to her current role as president, she served as Cambridge’s executive vice president, operations and chief fiduciary service officer. Bell is a member of the firm’s Board of Directors and Executive Council. She joined Cambridge in 2006 following her experience as a securities examiner for the Securities and Exchange Commission. She 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. She is an Executive Sponsor of Cambridge’s Diversity, Equality, and Inclusion Committee. Bell earned a Bachelor of Science degree in management information systems from the University of Illinois College of Business and holds the FINRA Series 7, 24, and 66 licenses.
Jeff Vivacqua — President, Growth and Development
Vivacqua’s focus will be around building strategic opportunities centered on organic growth, acquisitions, recruiting, and relationship management, while enhancing and expanding the digital resources financial professionals need. Vivacqua has oversight of Cambridge’s Marketing, Events, Consulting Services, Insurance & Investments, Business Strategy, and Corporate Strategy teams.
“Cambridge's growth and development choices are closely aligned with the needs of our financial professionals, and I look forward to leading our business models into the future,” Vivacqua said.
Prior to his appointment to president, he served as Chief Marketing Officer where he had an active role in the firm’s growth and in managing strategic opportunities for Cambridge that affect independent financial professionals. Vivacqua has over 27 years of experience in the financial services industry and serves as a member of Cambridge’s Board of Directors and Executive Council. He was named a finalist1 for a 2022 WealthManagement.com Industry Award in the category of Chief Marketing Officer of the Year (Broker-Dealers | All). He has been a member of the Board of Directors for the Invest in Others Charitable Foundation (IiO) since 2016, currently serving as vice-chair. Vivacqua earned a Bachelor of Science degree in finance from Southern Illinois University. He holds the FINRA Series 4, 7, 24, 63, 66, 79, and 99 licenses as well as life, health, and variable insurance licenses.
Seth Miller — President, Advocacy and Administration
Miller will lead the firm’s efforts in creating an environment to help Cambridge associates and financial professionals succeed by managing internal polices and controls while influencing and navigating industry rules and laws that impact the firm’s business. Miller has oversight of the Corporate Legal, Supervision, Human Resources, and Compliance teams for Cambridge. He previously served as executive vice president, general counsel, and chief risk officer where his primary focus was on risk management in an increasingly regulated environment. Miller has worked closely with the Financial Services Institute (FSI) as well as legislators to address key topics impacting independent financial services firms and financial professionals. Miller has been with Cambridge since 2008 and is a member of the Board of Directors and Executive Council.
“The regulatory environment in our industry is always evolving, and it’s important that we manage internal polices and controls proactively so we can adapt quickly,” Miller said. “I look forward to leading this division and helping our financial professionals navigate the changing industry landscape while maintaining and attracting exceptional employees.”
In 2018, Miller was recognized as a 40 Under 40 honoree by InvestmentNews magazine. He earned a Bachelor of Science degree in finance and management from Iowa State University and a Juris Doctorate from the University of Iowa College of Law. Miller’s legal specialization includes securities and investment advisory business, corporate governance, and litigation. He holds the FINRA Series 7, 24, and 66 licenses and is licensed to practice law before the Iowa and Missouri state bars.
Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country.
Contact: Jeff Wulf, Senior Vice President, Cambridge: firstname.lastname@example.org or 800-777-6080
1WealthManagement.com, Wealthies Awards, 2022. Finalists are chosen based on nominations from industry peers. To learn about the award nomination and selection process, visit https://www.wealthmanagement.com/industry/wealthmanagementcom-announces-2022-wealthies-finalists
Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly owned subsidiaries of Cambridge Investment Group, Inc.
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Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc.