FAIRFIELD, IA – October 4, 2023 — Cambridge, a leading independent financial solutions firm serving over 3,800 financial professionals across the country, is pleased to announce that Colleen Bell, President of Innovation and Experience, has been named a finalist for the InvestmentNews Women to Watch ‘Allyship Champion of the Year’ award. One of nine finalists for the award, Bell will be featured in a special ‘Women to Watch’ edition of InvestmentNews magazine in October and honored at the publication’s awards ceremony in New York City on November 7.
“I’m honored to be named a finalist for this award,” said Bell. “I’ve been fortunate to work with so many great mentors and leaders throughout my career, and my goal has always been to pay it forward by empowering others in this industry to succeed. My thanks to InvestmentNews for putting on these awards and recognizing women in financial services for all of the great work they’re doing to make our industry more inclusive for everyone.”
Bell joined Cambridge in 2006 following her experience as a securities examiner and auditor with the Securities and Exchange Commission (SEC), and is now a member of the firm’s ‘Office of the CEO’ and Board of Directors. As President of Innovation and Experience at Cambridge, her focus is on driving associate engagement and advisor satisfaction while advancing and discovering new ways to meet ongoing needs.
Now in its eighth year, the Women to Watch awards program honors women around the financial services industry who are making an impact on their firm, their communities, and the profession as a whole. The ‘Allyship Champion of the Year’ is one of five award categories and was open to individuals of all identities who have supported and empowered women to fulfill their potential and achieve excellence in the workplace.
A complete list of Women to Watch finalists can be found here. More information about the award process can be found here.
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.
About InvestmentNews
InvestmentNews is a leading source for news, analysis and information essential to the financial advisory community. Since 1998, the publication has educated, informed, and engaged financial advisors across the country using its weekly newspaper, website, newsletters, research, events, social media, videos and webcasts. InvestmentNews provides exclusive and up-to-the-minute news, as well as actionable intelligence, that empowers financial advisors to serve their clients and run their businesses more effectively.
Contact: Jeff Wulf, Senior Vice President, Cambridge: jeff.wulf@cir2.com or 800-777-6080
1Cambridge and its predecessor broker-dealer
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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.