ToolGrid

Abstract blue crystal background
  • Podcast

Episode 222: Stories of Rising Stars: Pushing Boundaries

Morae Metcalf and Whitney Pacha of Cambridge

“I think it just reinforces the fact that it takes all of us to come together to be successful in the industry and make our something wonderful a reality.” – Morae Metcalf
“This award has also encouraged me to keep pushing boundaries, learning and growing, both personally and professionally. And being acknowledged by my peers and the leaders at Cambridge is just incredibly humbling for me.” – Whitney Pacha

Don’t miss this jam-packed episode of Cambridge Stronger as CEO and Co-Chairman of the Board Amy Webber sits down with Cambridge associates and InvestmentNews 2024 Rising Stars – Morae Metcalf, Vice President of Human Resources, and Whitney Pacha, Director of Marketing and Communications. Through their commitment to success, Morae and Whitney highlight how they continue to make waves in our industry, challenges they’ve faced along the way, and some of their biggest learning opportunities. As InvestmentNews Rising Stars, Morae and Whitney also share what it means to them to be recognized and celebrated as up-and-coming leaders in the financial services industry.

 

In Episode 222: Stories of Rising Stars: Pushing Boundaries, Morae and Whitney join Amy to discuss:

  • How they serve financial professionals in their roles at Cambridge
  • What it means to be a Rising Star
  • Some of their biggest learning lessons

About Morae Metcalf

Morae Metcalf joined Cambridge in 2011 and has nearly 15 years of experience in financial services and 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, training and development, 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. In 2024, Metcalf was named an InvestmentNews Rising Star. 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 graduated from Coe College with a bachelor’s degree in business administration.

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.

About Whitney Pacha

Whitney Pacha joined Cambridge in 2009 and has over 15 years of experience in graphic design, videography, website development, and photography. She has contributed to numerous national advertising campaigns and the development of hundreds of pieces of marketing collateral for Cambridge as well as transitioning and existing independent financial professionals. Additionally, Pacha holds a Bachelor of Arts degree in graphic communications from the University of Northern Iowa. In 2024, Pacha was named an InvestmentNews Rising Star. She is a certified Lean Six Sigma Green Belt, is a graduate of Cambridge’s Continuous Improvement Embedded Leaders Program and holds the Registered Corporate Coach (RCC™) designation. She is a co-chair with the Cambridge Community of Women (CCW), a growing network of women advisors and associates who work toward creating greater gender inclusivity in the financial services industry.

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.

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. 

Subscribe on Spotify
Subscribe on iTunes

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

Begin your journey.

GET STARTED