Cambridge Investment Research Appoints Sean Van Moorleghem as New Executive VP and CTO

Cambridge Investment Research Welcomes Sean Van Moorleghem

Cambridge Investment Research, Inc., a prominent independent financial solutions firm serving over 3,800 advisors across the nation, is thrilled to announce the appointment of Sean Van Moorleghem as its new Executive Vice President and Chief Technology Officer. This significant addition to the leadership team is poised to enhance the technology initiatives and strategic objectives of the organization.

A Leader in Digital Transformation

Sean Van Moorleghem comes to Cambridge with a robust background in technology and digital transformation, most notably from Charles Schwab. His diverse experience includes multiple leadership roles in technology at TD Ameritrade prior to its acquisition by Schwab in 2020. Over a fifteen-year journey at both Schwab and TD Ameritrade, he successfully spearheaded various software engineering departments, emphasizing modernization and AI-driven automation. His focus on evolving investment strategies from project-based to product-focused has been instrumental in improving operational efficiency and customer satisfaction.

Colleen Bell, President of Innovation and Experience at Cambridge, expressed enthusiasm regarding the appointment. She stated, "Sean is an experienced technologist with an impressive track record of leading successful digital transformations at some of the largest companies in our industry. His expertise in technology, digital advancements, and AI personalization will be invaluable as we strive to develop an industry-leading technology platform."

Sean’s Vision and Goals

In his role as the Executive VP and CTO, Van Moorleghem will oversee the development and implementation of innovative products and services aimed at driving growth. His entry into Cambridge's Executive Council means he will play an integral part alongside other leaders in shaping the company’s strategic goals. With a focus on enhancing technological solutions for independent financial professionals, he is committed to ensuring that Cambridge continues to be at the forefront of technological advancement in the financial sector.

Having earned a bachelor’s degree in management information systems from the University of Nebraska, Sean has also completed the Securities Industry Institute (SII) Executive Leadership program at The Wharton School, University of Pennsylvania. This academic background, combined with practical experience, equips him to navigate the complex landscape of financial technology successfully.

About Cambridge Investment Research

Cambridge aims to empower independent financial professionals by providing a broad array of solutions encompassing advice, growth opportunities, technology, and regulatory independence. The company, which comprises Cambridge Investment Research Advisors, Inc., a significant corporate Registered Investment Advisor (RIA), and Cambridge Investment Research, Inc., an independent broker-dealer and member of FINRA/SIPC, champions a client-centric approach that fosters entrepreneurial growth for its advisors.

With Sean Van Moorleghem at the helm of technology innovations, Cambridge is set to enhance its offerings and maintain its competitive edge in the marketplace. As the firm continues its mission of enabling independence for financial advisors and their clients, Van Moorleghem’s leadership promises to usher in a new era of growth and technological excellence at Cambridge Investment Research.

For more information about Sean Van Moorleghem’s appointment or the innovative directions the firm is heading, individuals may visit joincambridge.com or contact Jeff Wulf, Senior Vice President at Cambridge.

Contact Information:
Jeff Wulf
Senior Vice President
Cambridge
Email: [email protected]
Phone: 800-777-6080

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are subsidiaries of Cambridge Investment Group, Inc.