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Cambridge Investment Research Expands Leadership Team

On April 11, 2025, Cambridge Investment Research, Inc., a prominent independent financial solutions firm supporting 3,800 advisors across the nation, announced significant promotions within its leadership team. This strategic move is aimed at bolstering operational excellence and expanding the firm’s capabilities to better serve its advisors.

Promotions Overview

Cambridge has recognized notable talent within its ranks, promoting individuals to vital leadership roles across its key departments. These promotions reflect not only the individuals' commitment but also align with Cambridge's mission to foster growth and enhance their impact in the financial services sector.

Andrew Bowers: Vice President of Advisory Compliance

Andrew Bowers has been elevated to Vice President of Advisory Compliance. His extensive experience, having joined the firm in 2007, has played a pivotal role in developing the Advisory Compliance team and supporting Cambridge's operations. Bowers is credited for his instrumental role in launching BridgePort Financial Solutions, a fee-only RIA that debuted under the Cambridge Investment Group umbrella in 2024. He carries a robust educational background in financial management along with several professional qualifications including the Accredited Investment Fiduciary® designation.

Eric Warnell: Vice President of Event Planning and Sponsor Relations

Eric Warnell takes on the role of Vice President of Event Planning and Sponsor Relations. Since joining Cambridge in 2015, Warnell has led various training initiatives and has been crucial in orchestrating successful internal events. His leadership will now extend to cultivating relationships with sponsoring partners to enhance engagement at Cambridge’s conferences.

Erica Molina: Vice President of Product Management

With a focus on ensuring that the firm's product offerings meet the evolving needs of advisors, Erica Molina has been promoted to Vice President of Product Management. She has been a key player since her arrival in 2024, facilitating the implementation of AI-driven solutions in collaboration with third-party vendors. Molina holds numerous professional certifications, establishing her as a capable leader within the firm.

Jeff Wick: First Vice President of Client Solutions

Jeff Wick's promotion to First Vice President of Client Solutions recognizes his pivotal role in crafting innovative solutions designed to assist advisors effectively. His leadership has notably expanded the Cambridge Client Solutions umbrella, and he co-hosts the firm’s podcast, which engages listeners with industry insights.

Josh Goudy: Vice President of Technology and Innovation

As Vice President of Technology and Innovation, Josh Goudy will manage the security and infrastructure of Cambridge’s technology systems. His extensive experience in the financial services technology sector positions him well to lead initiatives that enhance the company’s technological capabilities and security infrastructure.

Kyle Carter: Vice President of Trading

Kyle Carter’s promotion to Vice President of Trading sees him overseeing the entirety of Cambridge's trading department. With over 30 years in financial services, Carter brings a wealth of knowledge, having previously led the trading department and worked closely on regulatory compliance within the firm.

Laura Rawson: Vice President of Marketing and Communications

In her new role, Laura Rawson will lead Cambridge's branding and public relations efforts to elevate the firm’s profile. Since 2008, she has been integral to the firm’s marketing strategies, including spearheading significant advertising campaigns that resonate with the firm's values.

About Cambridge

Cambridge Investment Research is dedicated to serving independent financial professionals while ensuring an extensive array of solutions tailored for their clients. With a commitment to operational control and quality service, Cambridge's national reach includes a broad array of advisory and financial services. For more information, visit joincambridge.com.

For further details, please reach out to Jeff Wulf, Senior Vice President at Cambridge.