Fairfield, Iowa-based Cambridge Investment Research, added former Charles Schwab and TD Ameritrade executive Sean Van Moorleghem as Executive Vice President and Chief Technology Officer, where he is tasked with overseeing the development and execution of products, services and systems to support firm and advisor growth. In addition to his duties overseeing the firm’s technology initiatives, Van Moorleghem joins Cambridge’s Executive Council.
Van Moorleghem spent almost four years at Schwab and over nine years at TD Ameritrade, which merged into Schwab. At Schwab and TD Ameritrade, he led multiple software engineering departments, worked in platform modernization and AI-based automation efforts, and helped the firm transition from project-based to product-focused investment strategies. Prior to that, he also worked at West Corporation, First Data Corporation and Deloitte.
“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 Colleen Bell, President of Innovation and Experience at Cambridge. “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.”
Cambridge serves 3,800 financial advisors. It has $187 billion in assets under advisement.
James Miller, Contributing Editor and Research Analyst at Wealth Solutions Report, can be reached at ContributingEd@wealthsolutionsreport.com.
