ToolGrid

Colleen Bell

President, Innovation and Experience
Member, Board of Directors and Executive Council

Colleen Bell joined Cambridge in 2006 after serving as a securities examiner with the Securities and Exchange Commission. Today, she serves as President of Cambridge’s Innovation and Experience division and is a member of the firm’s Office of the CEO, Board of Directors, and Executive Council. In her role, Bell focuses on enhancing financial professional satisfaction and driving innovation to meet the evolving needs of the firm and its advisors.

Bell oversees several key areas of Cambridge, including Products and Technology Solutions, Strategy Planning and Innovation, Service Experience and Specialized Service Teams, Executive Administration, and Internal and External Education. Prior to becoming President, she served as Cambridge’s Executive Vice President of Operations and Chief Fiduciary Service Officer.

Bell has received ThinkAdvisor’s ‘Luminaries With a Heart’ award (2024)1 and InvestmentNews’s ‘Allyship Champion of the Year’ award (2023)2, and has been included in ThinkAdvisor’s ‘IA 25’ list3 of influential individuals in financial services. She is also an Executive Sponsor of Cambridge’s Community of Women. 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.

  • Video

    Women Leading the Way to Increase Industry Inclusion

    The Cambridge Community of Women offers a platform for financial advisors to network, share ideas, and grow personally and professionally.

    •
  • May 02, 2025 News & Insights

    Cambridge, Colleen Bell Recognized as Finalists in 2025 InvestmentNews Awards

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

    •

    1 ThinkAdvisor LUMINARIES, Class of 2024. Honorees are chosen based on nominations. To learn about the award criteria, visit https://event.thinkadvisor.com/luminaries-awards/criteria.

    2The InvestmentNews Magazine Women to Watch awards recognize women in the industry who have demonstrated success, leadership, ability to effect change, and a willingness to help other female professionals and community service. Finalists and winners were chosen by an InvestmentNews selection committee.

    3Investment Advisor magazine/ThinkAdvisor, IA 25 2016 is a recognition which identifies 25 people who readers believe have had or will have the greatest influence on the financial services industry. Results are based on reader poll.