FAIRFIELD, IA – December 10, 2024 — Cambridge, a leading financial solutions firm, has announced the promotion of Morae Metcalf to Vice President, Human Resources. In her new role, Metcalf will oversee the integration of Cambridge’s Training and Education team into its Human Resources department, leading efforts to deliver impactful training experiences while exploring new ways to support growth and engagement across the firm. Metcalf is being elevated from her position as Assistant Vice President, Human Resources.

Metcalf joined Cambridge in 2011 and has nearly 15 years of experience in financial services and human resources. During her time at Cambridge, she has led the development of initiatives in talent acquisition, total rewards, employee engagement, and performance management, helping the firm build a reputation as a premier destination for top talent in the financial services industry. As a co-chair of Cambridge’s Associate Engagement Leadership Committee, her work has also helped the firm build an inclusive workplace where associates of all backgrounds have the resources to build a rewarding career.

In 2023, Metcalf became one of the first associates in Cambridge history to win one of the firm’s coveted Spirit of Cambridge Awards¹, and in 2024 was named an InvestmentNews Rising Star². She has earned the Professional in Human Resources (PHR) and Society for Human Resource Management Certified Professional (SHRM-CP) designations, holds the Series 7 license, and is a Registered Corporate Coach™ (RCC). Metcalf is also a member of the Society for Human Resource Management and a graduate of Cambridge’s Aspiring Leaders and Continuous Improvement Embedded Leaders programs.

About Cambridge
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. Learn more ate JoinCambridge.com.

Contact: Jeff Wulf, Senior Vice President, Cambridge: jeff.wulf@cir2.com or 800-777-6080

¹ The Spirit of Cambridge Award is given annually to independent financial professionals and associates who are dedicated to service while reflecting Cambridge’s core values of integrity, commitment, flexibility, and kindness. Each year, Cambridge home office associates select three financial professionals and two associates from a pool of outstanding candidates who have been affiliated with Cambridge for at least 10 years.

² InvestmentNews 2024 Rising Stars (formerly 40 Under 40).  Nominees had to be aged 40 or under (as of November 30, 2024) and be committed to a career in wealth management with a clear passion for the industry. Finalists were chosen based on nominations and winners were selected by an independent judging panel. To learn about the award nomination and selection process, visit InvestmentNews.com.