Cambridge Funding Analysis has employed Sean Van Moorleghem as govt vice chairman and chief know-how officer, succeeding Nick Graham, who stepped down on the finish of 2024. WealthManagement.com was the primary to report Graham’s quiet departure from the impartial dealer/seller in January.
Most just lately, Van Moorleghem was at Charles Schwab in know-how management roles. Previous to that, he was at TD Ameritrade as a managing director and head of clearing applied sciences, till it was acquired by Schwab in 2020. In these roles, he led a number of software program engineering departments.
At Cambridge, he’ll be answerable for the IBD’s know-how initiatives, together with the event and execution of merchandise, companies and techniques. He’ll additionally serve on Cambridge’s Govt Council.
“Sean is an skilled technologist with a powerful observe report of main profitable digital transformations at a number of the largest firms in our {industry},” stated Colleen Bell, president of innovation and expertise at Cambridge. “As we proceed our mission to construct an industry-leading know-how platform, Sean’s expertise main know-how, digital transformation, and AI personalization can be invaluable.”
Van Moorleghem’s rent was the results of an govt search following Graham’s departure. Graham joined Cambridge in 2017 as CTO, charged with innovating the IBD’s advisor workstation. He additionally sat on Cambridge’s board of administrators. He changed Ryan Reineke, who was serving as chief operations and know-how officer then. (Reineke is presently the chief working officer at Invent.us.)
A couple of 12 months in the past, Cambridge launched a new RIA geared toward smaller, fee-only advisors searching for versatile acquisition choices. BridgePort Monetary Options is a standalone entity from Cambridge’s company RIA and dealer/seller, and it takes minority, majority or full possession stakes within the advisor companies that be part of the platform. The agency employed Eddie Rollins, who beforehand led distribution efforts at Horizon Investments, as managing director of BridgePort.
Cambridge presently has greater than 3,800 monetary advisors throughout the nation.
