Cambridge Welcomes Sean Van Moorleghem as Executive Vice President and Chief Technology Officer

24.03.25 11:00 Uhr

With a track record of driving digital transformation and AI integration at Charles Schwab, Van Moorleghem steps into key leadership role at Cambridge

FAIRFIELD, Iowa, March 24, 2025 /PRNewswire/ -- Cambridge Investment Research, Inc. ("Cambridge"), a leading independent financial solutions firm serving 3,800 advisors nationwide, is pleased to welcome Sean Van Moorleghem as Executive Vice President and Chief Technology Officer. In this role, Van Moorleghem will lead Cambridge's technology initiatives, overseeing the development and execution of innovative products, services, and systems that drive growth for the firm and its advisors. He also joins Cambridge's Executive Council, where he will work with executive leaders to support firm-wide strategic goals.

"Sean is an experienced technologist with an impressive track record of leading successful digital transformations at some of the largest companies in our industry," said President of Innovation and Experience, Colleen Bell. "As we continue our mission to build an industry-leading technology platform, Sean's experience leading technology, digital transformation, and AI personalization will be invaluable. I'm thrilled to have him join our Cambridge family."

Van Moorleghem joins Cambridge from Charles Schwab, where he held various technology-focused leadership roles at TD Ameritrade before its acquisition by Schwab in 2020. During his nearly 15-year tenure at Schwab/TD Ameritrade, he led multiple software engineering departments and played an important role in advancing platform modernization, implementing AI-driven automation, and supporting the firm's transition from project-based to product-focused investment strategies. His extensive technology experience also includes leadership positions at West Corporation, First Data Corporation, and Deloitte.

Van Moorleghem earned a bachelor's degree in management information systems from the University of Nebraska and completed the Securities Industry Institute (SII) Executive Leadership program at The Wharton School of the University of Pennsylvania.

About Cambridge
Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge's national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country. Learn more at joincambridge.com.

Contact: Jeff Wulf, Senior Vice President, Cambridge: jeff.wulf@cir2.com or 800-777-6080

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

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SOURCE Cambridge