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Let's Talk Podcast
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Episode 136: Building Advisor-First Technology: Insights from CTO Sean Van Moorleghem

Jeff Wick, First Vice President of Client Solutions
Val Vest, Executive Vice President and Chief Experience Officer
Sean Van Moorleghem, Executive Vice President and Chief Technology Officer

“Cambridge has a goal of continually transforming our technology ecosystem, with a focus on making advisors’ day-to-day easier and the client experience much stronger.” – Sean Van Moorleghem

In this episode of Let’s Talk, co-hosts Val Vest and Jeff Wick are joined by Sean Van Moorleghem, Executive Vice President and Chief Technology Officer at Cambridge, to discuss technology innovation and the evolving role of AI in financial services. Sean shares his background in technology leadership and what drew him to Cambridge’s commitment to modernizing its platform.

The conversation explores how AI can enhance productivity, support more personalized client experiences, and give advisors more time to focus on relationships.

Join Val, Jeff, and Sean to learn more about:

  • How Cambridge is building advisor-centric, scalable technology
  • The role of AI in improving productivity and client engagement
  • Why continuous advisor feedback drives meaningful innovation

Tune in for insights on how Cambridge is supporting advisors through thoughtful technology and long-term growth.

About Sean Van Moorleghem

Executive Vice President and Chief Technology Officer

Sean Van Moorleghem is an Executive Vice President and Chief Technology Officer at Cambridge Investment Research, Inc. In his role, he leads Cambridge’s technology initiatives, overseeing the development and execution of innovative products, services, and systems that drive growth for the firm and its advisors. Van Moorleghem joined Cambridge from Charles Schwab, where he held various technology-focused leadership roles at TD Ameritrade before its acquisition by Schwab in 2020. During his nearly 15-year tenure at Schwab/TD Ameritrade, he led multiple software engineering departments and played an important role in advancing platform modernization, implementing AI-driven automation, and supporting the firm’s transition from project-based to product-focused investment strategies. Van Moorleghem earned a bachelor’s degree in management information systems from the University of Nebraska and completed the Securities Industry Institute (SII) Executive Leadership program at The Wharton School of the University of Pennsylvania.

 

 

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