Bell, Loner leading Cambridge?s new Fiduciary Services department; Goodwin named Cambridge?s vice president of Business Development

Bell, Loner leading Cambridge?s new Fiduciary Services department

Cambridge Investment Research Inc. has named Colleen Bell as first vice president of Fiduciary Services, and Melissa Loner as vice president of Fiduciary Services.

The Fiduciary Services department was established in preparation for the changes facing the industry, including the potential impacts of the proposed Department of Labor?s ruling which is expected to redefine ?fiduciary? as it pertains to investment advice and service for independent advisors.

In Bell?s new role, she is responsible for leading Cambridge?s Fiduciary Services department, which focuses on providing service support for Cambridge?s fee-based programs, retirement plan platforms, and compliance solutions. She dedicates her time to developing and executing innovative strategies that support independent financial advisors with Cambridge, particularly those focused on retirement and wealth strategies.

Bell has held an integral role in the build out of the Cambridge Retirement Center and joined Cambridge in 2006 following her experience as a securities examiner for the Securities and Exchange Commission. She earned a bachelor?s degree in business from the University of Illinois at Urbana-Champaign and holds FINRA Series 7, 24, and 66 licenses, along with the Accredited Investment Fiduciary designation.

As vice president of Fiduciary Services, Loner will work closely with Bell in leading the department, as it realigns resources and expertise from across the firm. Specifically, she will oversee the fiduciary review, fee-based programs, and advisory reporting and compliance functions of the department. In addition, Loner will serve as chief compliance officer for Cambridge Investment Research Advisors Inc.

Loner brings nearly 20 years of industry experience to her new role, most recently serving as assistant vice president of compliance. She earned a Master of Business Administration from American Military University. She holds FINRA Series 4, 6, 7, 24, 53, 63, 65, and 79 licenses. She is also a member of the National Society of Compliance Professionals professional association.

Goodwin named Cambridge?s vice president of Business Development

Cambridge Investment Research Inc. announced Matt Goodwin has joined the Cambridge Business Development team as vice president of Business Development.

In this role, Goodwin will focus on Cambridge?s recruitment efforts while also serving as a member of the Recruiting Leadership and Media Strategy groups.

?The addition of Matt?s industry experience combined with his coaching and consulting abilities make him a valued member of the Business Development team,? said Kyle Selberg, senior vice president of Business Development. ?We look forward to the contributions Matt will bring to our group as we assist independent financial advisors in finding the best broker-dealer fit for their unique businesses.?

Goodwin brings nearly 15 years of industry experience to this new role, including his role as a financial advisor. His prior roles include serving as president and chief compliance officer at Eagle One Investments LLC and as vice president of Relationship Management for Continuity Partners Group LLC. He holds FINRA Series 7, 24, 53, and 66 licenses, along with his Iowa Life and Annuity Insurance Licenses.