Colleen Bell

 Executive Vice President, Operations and 
 Chief Fiduciary Service Officer

Colleen Bell joined Cambridge in 2006 following her experience as a securities examiner for the SEC and currently serves as a member of Cambridge’s Executive Council. With nearly 20 years of experience in the financial services industry, Bell has been instrumental in the collaborative leadership and development of Cambridge’s innovative solutions. She is responsible for the executive oversight for the service, solutions, and support delivered by Cambridge’s Operations Team. Bell also oversees the Fiduciary Services Department, which focuses on providing service support for Cambridge’s fee-based programs, retirement plan platforms, and advisory-focused compliance solutions.

She dedicates her time to developing and executing innovative strategies that assist Cambridge’s retirement and wealth advisors in achieving their business objectives and works collaboratively with leadership for Cambridge’s comprehensive managed account experience, WealthPort®, as well as Cambridge’s Retirement Center initiatives and services. Bell earned a Bachelor of Science degree in management information systems from the University of Illinois College of Business. She holds the FINRA Series 7, 24, and 66 licenses and the Accredited Investment Fiduciary® (AIF®) designation. In 2016, Bell was honored as one of the top 25 leaders influencing the industry as part of Investment Advisor’s 2016 IA 25 list.