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Executive Council


 

Amy Webber

President and Chief Executive Officer

Amy Webber is President and Chief Executive Officer of Cambridge Investment Research, Inc. and serves as a member of the Board of Directors and Executive Council. With over 25 years of experience, Webber’s accomplishments include the launch of a virtual office technology platform that is evolving into a comprehensive online business environment with robust mobile access, the introduction of one of the first independent broker-dealer social media options for advisors, the integration of continuous improvement throughout home office processes, and a ‘Be the Hero’ initiative focused on service excellence and empowerment among associates. Driven to continually refine the independent broker-dealer model to best support the future needs of financial professionals and their investing clients, she guides innovative programs such as the Cambridge Source outsourcing program and Cambridge’s New Century Council – a unique group of Next Gen advisors who provide insight on what advisors will need from their independent broker-dealer partner, and the industry, to continue serving their clients into the future. Webber inspires and leads the New Century Council to think futuristically, assess research, and approach resolutions differently to target success in years to come. Having embraced compliance and operations early in her career, she holds the FINRA Series 6, 24, 62, 63, and 99 licenses. She was selected as a member of the IA 25 by Investment Advisor magazine in 2018, 2017, 2014, and 2012. Webber also served as Chair for the FSI Board of Directors in 2016 and was a member of the task force who planned the FSI Forum: Post DOL in the fall of 2016.

 

Eric Schwartz

Executive Chairman

Eric Schwartz is the Executive Chairman of the Board of Directors and serves on the Executive Council for Cambridge Investment Research, Inc. Over 35 years ago, Schwartz acted with an inspired vision to wholeheartedly embrace the fee approach – long before the term “hybrid advisor” became an industry norm – and in turn led the industry-wide paradigm shift: the development of a hybrid model to support freedom of choice and open architecture fee and commission platforms. Intent on innovation and problem solving, he is focused on solving one of the greatest challenges facing independent advisors and the industry – business continuity and succession planning. Years ago, Schwartz realized that to inspire urgency for advisors to formalize business continuity and succession plans, Cambridge had to lead by example and embrace planning as a broker-dealer with the same enthusiasm. He has spent over 20 years establishing a flexible business model, a committed senior leadership team, a legal structure, and a formal succession plan, all in order to stay focused on the independent financial advisor and remaining true to Cambridge’s core values of integrity, commitment, flexibility, and kindness. In May 2015, Schwartz was honored by Investment Advisor magazine as one of the 35 most influential people in the business over the past 35 years and in May 2010 he was named one of the 30 most influential people in the business over 30 years by Investment Advisor magazine.


 

Colleen Bell

Executive Vice President, Operations and Chief Fiduciary Service Officer

Colleen Bell joined Cambridge in 2006 following her experience as a securities examiner for the SEC and currently serves as a member of Cambridge’s Executive Council. With nearly 20 years of experience in the financial services industry, Bell has been instrumental in the collaborative leadership and development of Cambridge’s innovative solutions. She is responsible for the executive oversight for the service, solutions, and support delivered by Cambridge’s Operations Team. Bell also oversees the Fiduciary Services Department, which focuses on providing service support for Cambridge’s fee-based programs, retirement plan platforms, and advisory-focused compliance solutions. She dedicates her time to developing and executing innovative strategies that assist Cambridge’s retirement and wealth advisors in achieving their business objectives and works collaboratively with leadership for Cambridge’s comprehensive managed account experience, WealthPort®, as well as Cambridge’s Retirement Center initiatives and services. Bell earned a Bachelor of Science degree in management information systems from the University of Illinois College of Business. She holds the FINRA Series 7, 24, and 66 licenses and the Accredited Investment Fiduciary® (AIF®) designation. In 2016, Bell was honored as one of the top 25 leaders influencing the industry as part of Investment Advisor’s 2016 IA 25 list.


 

Dan Sullivan

Executive Vice President, Corporate Strategy

Dan Sullivan joined Cambridge in 2006 and serves as a member of the Board of Directors and Executive Council. Sullivan has over 40 years of experience in the financial services industry, with an emphasis in marketing, practice management, succession and acquisition related solutions, as well as experience serving clients as a financial advisor. He is particularly focused on leading strategic initiatives that support Cambridge’s independent financial advisors and has been instrumental in providing guidance and oversight for many of Cambridge’s strategic offerings including WealthPort®, the Retirement Center, and the Insurance Center. Sullivan also serves as a member of the board of directors for The Cambridge Foundation and played a large role in the development of the annual Jim Guy Memorial Scholarship program, an initiative to honor former Chief Marketing Officer Jim Guy by extending his legacy and supporting young individuals as they begin their career paths.

Jeff Vivacqua   

Jeff Vivacqua 

Executive Vice President and Chief Marketing Officer

With over 20 years of experience in the financial services industry, Jeff Vivacqua serves as a member of Cambridge’s Board of Directors and Executive Council. Vivacqua has an active role in managing strategic issues for Cambridge that affect independent financial advisors including marketing, sales, and business education and development, while enhancing and expanding the digital strategies and solutions advisors need on a client-facing basis. He currently oversees the Business Consulting, Client Solutions, Corporate Strategy, Events and Education, Investment and Insurance, Practice Management, Public Relations and Creative Marketing, Succession and Acquisition Solutions, and Technology Consulting Teams. He also serves as a member of the Financial Services Institute (FSI), an organization that advocates on behalf of independent financial advisors and financial services firms. Additionally, Vivacqua serves on the board of directors for the Invest in Others Charitable Foundation, a non-profit with the mission of amplifying the charitable work of financial advisors and their firms to make a difference. Vivacqua earned a Bachelor of Science degree in finance from Southern Illinois University and has certificates in Personal Financial Planning and Facilitative Leadership Training programs. He holds the FINRA Series 4, 7, 24, 63, and 66 licenses.


 

Kyle Selberg

Executive Vice President and Chief Business Development Officer

Kyle Selberg joined Cambridge in 2008 as the head of recruiting and currently serves as a member of the Board of Directors and Executive Council. Selberg has more than 30 years of experience in the financial services industry and is responsible for overseeing the recruiting and transition services at Cambridge, along with leading recruiting guidance for Cambridge’s independent branch managers across the country. He also contributes in a collaborative executive capacity to the company’s overall strategy for revenue growth, service, and profitability. Prior to joining Cambridge, Selberg served in a variety of leadership roles with Principal Financial Group and Fortis Financial Group, now known as Woodbury Financial Services. He also developed and co-founded a comprehensive retail banking research venture. Selberg previously served as vice chairman of the Financial Services Committee for LIMRA, a worldwide research, consulting, and professional development organization that helps insurance and financial services companies increase marketing and distribution effectiveness. He earned a Bachelor of Business Administration degree in finance and marketing from the University of Iowa and an MBA with a focus in marketing from the University of Northern Iowa. Selberg is a Certified Financial Planner™ (CFP®) professional and earned the Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter (CLU®) professional designations. Additionally, he holds the FINRA Series 6, 7, and 24 licenses.

Nick Graham
 

Nick Graham 

Senior Vice President and Chief Technology Officer 

Nick Graham joined Cambridge in 2017 and currently serves as a member of the Executive Council. Graham has more than 20 years of experience in product development, consulting services, and business development across a variety of markets, including the financial services industry. In his current role, he leads one of the most innovative advisor workstations in the industry, featuring advisor-friendly technology that is customizable for the broadest range of independent business models across advisor business channels. Graham is accountable for the comprehensive technology experience for advisors and their clients, and holds a collaborative leadership role in the development and support of WealthPort®, Cambridge’s comprehensive managed account experience. His prior experience includes leadership roles with companies focused on software development, analytics solutions, and computing solutions. He served as vice president at Brandwise, consultant at Broadridge Financial Solutions, senior vice president at Comprehensive Software Systems, vice president at USinternetworking Inc., and as a solutions architect at Silicon Graphics. He also served as a laboratory architect for the Naval Air Warfare Center. Graham earned a Bachelor of Science degree in computer engineering from Clemson University and completed advanced coursework at the Johns Hopkins University School of Continuing Engineering.


 

Rick Boyles

Executive Vice President, Human Resources and Chief Financial Officer

Rick Boyles joined Cambridge in 2016 and serves as a member of the Board of Directors and Executive Council. Boyles brings more than 30 years of accounting, financial management, broker-dealer operations, and personnel management experience to his role. He is responsible for all financial and fiscal management for the firm, as well as providing oversight to the Human Resources, Project Management, and Continuous Improvement Teams. Boyles offers consultative guidance to Cambridge and its independent financial advisors by providing finance and accounting direction at the firm level, along with collaborative leadership in Cambridge’s internship program, The Next Step® and its growing appeal to highly qualified college students across the country. He is also a member of Cambridge’s Corporate Relations Steering Committee, organized by a group of executives dedicated to providing leadership and guidance on key issues and objectives of the firm. Boyles’ previous professional experience includes serving as chief financial and operations officer for City Financial Corporation in Indianapolis for 15 years, along with a variety of leadership roles with Lincoln Financial Advisors Corporation. He earned a Bachelor of Science degree in accounting from Ball State University and is a Certified Public Accountant (CPA). Boyles also holds the Chartered Global Management Accountant™ (CGMA®) designation along with the FINRA Series 7, 24, 27, 63, and 65 licenses.

Seth Miller
 

Seth Miller

Executive Vice President, General Counsel, and Chief Risk Officer

Seth Miller has been with Cambridge since 2008 and currently serves as a member of the Board of Directors and Executive Council. Miller’s primary focus has been on managing risk in an increasingly regulated environment, managing all internal and external legal affairs for Cambridge, along with overseeing the firm’s enterprise approach to risk management. He provides legal guidance and oversight to a team of professionals focused on supporting the growth of Cambridge in connection with the firm’s broker-dealer, insurance, and registered investment advisor operations. Miller is directly responsible for Cambridge’s Legal, Risk Management, and Advocacy and Supervision Teams. His executive responsibilities also include implementing the firm’s strategic objectives while identifying risk matters for Cambridge and its independent financial advisors, which includes working directly with the Compliance Department and providing legal and regulatory support to departments within Cambridge. Miller’s legal specialization includes securities and investment advisory business, corporate governance, and litigation. His prior experience includes working for the international law firm, Shook, Hardy & Bacon L.L.P. In 2018 he was recognized as a ‘40 Under 40’ honoree by InvestmentNews magazine. Miller earned a Bachelor of Science degree in finance and management from Iowa State University and a Juris Doctor degree from the University of Iowa College of Law. Additionally, he holds the FINRA Series 7, 24, and 66 licenses and is licensed to practice law before the Iowa and Missouri state bars.