Practice Management

Cambridge Community  of Women

The Cambridge women-inspired initiative is about creating an inclusive industry for women. It’s about bringing even more women into our industry, helping more women move into leadership roles, and empowering more women to seize opportunity and thrive. Cambridge is focused on supporting independent financial professionals dedicated to serving their clients.

Cambridge Women Financial Professionals

Cambridge women financial professionals are represented in Cambridge’s Circle of Excellence, Premier Club, Signature Club, and Leader’s Club – and hold roles on many Cambridge Advisory Councils. These independent women financial professionals position Cambridge among the top firms in the industry for the percentage of women financial professionals in the industry.

Cambridge Women Events

Cambridge’s next Community of Women Forum will be January 12-14, 2026, at the Wild Dunes Resort in South Carolina.

Industry Presence and Involvement

Our Cambridge Community of Women (CCW) initiative is a proud winner of the 2025 WealthMangement.com “Wealthies” award in the category of Diversity, Equity, and Inclusion.1 From the beginning, our mission has centered on empowering women in financial services by providing opportunities for connection, development, and growth. CCW is proud to be recognized as an industry leader for our work to advance women in financial services.

Additionally, members of our leadership team have been recognized for their work to support women, a few include:

Amy Webber, CEOThinkAdvisor Executive of the Year (2024)2, WealthManagement.com
CEO of the Year (2022)3, and InvestmentNews Lifetime Achievement Award (2022)4

Colleen Bell, President of Innovation and ExperienceThinkAdvisor Luminaries with a Heart (2024)2, InvestmentNews Allyship Champion of the Year Award (2023)5

Val Vest, Executive Vice President and Chief Experience OfficerInvestmentNews Allyship Champion of the Year Finalist (2025)6

CambridgeInvestmentNews Employer of Choice7

1 WealthManagement.com, Wealthies Awards, 2025. Winners are chosen based on nominations from industry peers in the following category: Diversity, Equity, and Inclusion for Community of Women Program. Winners announced September 4, 2025. Learn more at https://informaconnect.com/wealth-management-industry-awards/

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

3 WealthManagement.com, Wealthies Awards, 2022. Award earned for Broker-Dealers (1,000+ advisors). Finalists are chosen based on nominations from industry peers. To learn about the award nomination and selection process, visit https://www.wealthmanagement.com/industry/wealthmanagementcom-announces-2022-wealthies-finalists.

4 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 financial professionals and community service. Winners are selected by an InvestmentNews selection committee. For more information on the awards, nomination requirements, and selection process, visit https://www.investmentnews.com/awards-and-recognition/women-to-watch-2022

5 The 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.

6 InvestmentNews Women to Watch Awards Allyship Champion of the Year 2025 Excellence Awardee (Finalist) recognizes the individual who has supported and empowered women to fulfill their potential and achieve excellence within the workplace.

7 InvestmentNews Awards The Thrivent Award for Employer of Choice 2025 Winner is based on the following criteria: Must have 50 or more employees within the U.S.; demonstrates unique employee value proposition; defined workplace brand and culture to foster growth for employees; innovative approach to employee recruitment, retention, talent management, learning & development, mitigating employer-related risks, and managing changes within the business; and have an exemplary reputation within the wealth management industry. Award received on June 24, 2025. For more information, please see https://investmentnewsawards.com/