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  • Podcast

Episode 208: Living by Your Core Values

Kay Black and Morae Metcalf of Cambridge

“I live and thrive on the core values that Cambridge has. I try to make the purpose of being a receptionist to always offer my service to any associate and financial professional. It's very meaningful to me that we can take care of our financial professionals, clients, and home office associates.” – Kay Black
“Cambridge and the financial services industry are not just about finance and investments; we're really in the people business. And so, if you have a passion and joy in serving people, then this is the place for you.” – Morae Metcalf

Don’t miss this special episode of Cambridge Stronger featuring associate recipients of the 2023 Spirit of Cambridge award, Morae Metcalf, Assistance Vice President of Human Resources, and Kay Black, Senior Receptionist. From their day-to-day duties and responsibilities to the charities that mean the most to them – Morae and Kay highlight how they represent and live by Cambridge’s core values of integrity, commitment, flexibility, and kindness. As our very first Spirit of Cambridge award associate recipients, both Morae and Kay received donations of $1,000 from Cambridge to put toward a charity of their choosing. Tune into this episode to hear which charities they chose and the reasoning behind their decision. To learn more about the Spirit of Cambridge awards, click here.

In Episode 208: Living by Your Core Values, Morae Metcalf and Kay Black join Cambridge CEO Amy Webber to discuss:

  • Their journeys to Cambridge
  • How they represent their favorite Cambridge core value
  • What it means to be the very first Spirit of Cambridge Award associate recipients

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.

About Kay Black

Senior Receptionist

Kay Black joined Cambridge in 2000 and has nearly 25 years of experience in the financial services industry. As a Senior Receptionist, Kay fields phone calls from Cambridge financial professionals, associates, and partners, answering questions and connecting callers with various teams and subject matter experts across the firm. In 2023, Kay and Morae Metcalf became the first two associates in Cambridge history to win the firm’s Spirit of Cambridge award. Voted on annually by Cambridge associates, the Spirit of Cambridge awards recognize five individuals who best reflect the firm’s core values. All honorees receive a donation from Cambridge to put toward a nonprofit organization of their choosing.

About Morae Metcalf

Assistant Vice President, Human Resources

Morae Metcalf joined Cambridge in 2011 and has over 10 years of experience in the financial services industry and 15 years of service in Human Resources. In her role, she leads Cambridge’s Human Resources Team, working with members of the department to develop and implement initiatives in the areas of talent acquisition, total rewards, employee engagement, performance management, and more. Metcalf serves as a co-chair on Cambridge’s Associate Engagement Leadership Committee, holds a membership with the Society for Human Resource Management, and is a graduate of Cambridge’s Aspiring Leaders and Continuous Improvement Embedded Leaders programs. She has also 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 graduated from Coe College with a bachelor’s degree in Business Administration. 

About Cambridge Stronger

Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession. 

The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.

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