An amazing opportunity to change millions of households, CEO says

An amazing opportunity to change millions of households, CEO says
InvestmentNews Awards 2024, CEO of the Year Excellence Awardee: Amy Webber, Cambridge Investment Group, Inc.
JUN 06, 2024
By  Josh Welsh

Amy Webber had an earlier start in the wealth management industry than most can attest. As an 18-year-old student placed in a work study program for a small independent broker dealer based in Madison, Wisconsin, Webber admits it wasn’t originally where she wanted to spend her life.

“I realized, even as an 18-year-old, that this is a business about people,” Webber, CEO of Iowa based-Cambridge Investment Group, Inc., said. “While we deal with finance and numbers, the rewarding part of it was going to be helping people. I was helping the financial advisors that worked at the firm that I was with, and the rest is history.”

Since becoming Cambridge’s CEO, Webber has led Cambridge into one of the fastest-growing firms in the industry, ranking 10th in the industry by InvestmentNews in 2023. Webber’s commitment to advisors has also seen Cambridge grow over the past five years by 52 percent in all product line revenue, 70 percent in revenue from advisory fees and 53 percent in total collective revenue added by Cambridge advisors.

Her dedication to service and kindness has her being recognized as an InvestmentNews Awards 2024 Excellence Awardee, with the winners announced on June 20 at 583 Park Avenue, New York City in a glitzy, red carpet ceremony. Click here to register to attend.

“These kinds of things just always remind me that we've got an amazing opportunity in our industry,” Webber reflects of her nomination. “Not just to make a difference in lives, but to change and influence millions of households in this country, and to help them reach financial goals.”

Webber attests that Cambridge's core values of integrity, commitment, flexibility, and kindness drive “everything that we do.”

“With those core values and our culture, you can't be a great leader if you don't lead great people and surround yourself with a lot of talent and creativity."

Latest News

SEC charges Chicago-based investment adviser with overbilling clients more than $2.5M in fees
SEC charges Chicago-based investment adviser with overbilling clients more than $2.5M in fees

Eliseo Prisno, a former Merrill advisor, allegedly collected unapproved fees from Filipino clients by secretly accessing their accounts at two separate brokerages.

Apella Wealth comes to Washington with Independence Wealth Advisors
Apella Wealth comes to Washington with Independence Wealth Advisors

The Harford, Connecticut-based RIA is expanding into a new market in the mid-Atlantic region while crossing another billion-dollar milestone.

Citi's Sieg sees rich clients pivoting from US to UK
Citi's Sieg sees rich clients pivoting from US to UK

The Wall Street giant's global wealth head says affluent clients are shifting away from America amid growing fallout from President Donald Trump's hardline politics.

US employment report reactions: Overall better than expected, but concerns with underlying data
US employment report reactions: Overall better than expected, but concerns with underlying data

Chief economists, advisors, and chief investment officers share their reactions to the June US employment report.

Creative Planning's Peter Mallouk slams 'offensive' congressional stock trading
Creative Planning's Peter Mallouk slams 'offensive' congressional stock trading

"This shouldn’t be hard to ban, but neither party will do it. So offensive to the people they serve," RIA titan Peter Mallouk said in a post that referenced Nancy Pelosi's reported stock gains.

SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.