Cambridge Investment Research Appoints Cody Phelps as First Vice President of Strategic Acquisitions
Position
Vice President
Company
Cambridge Investment Research
FairfieldFinancial ServicesFinanceEmployee BenefitsLendingDescription
Cambridge Investment Research has appointed Cody Phelps as First Vice President of Strategic Acquisitions. In this newly established role, Phelps will focus on driving strategic initiatives and supporting enterprise growth for Cambridge.
Quick answer
Cambridge Investment Research Appoints Cody Phelps as First Vice President of Strategic Acquisitions (March 3, 2026). Cambridge Investment Research is based in Fairfield, Iowa, United States.
- Who is the new Vice President at Cambridge Investment Research?
- Cambridge Investment Research named Cody Phelps Vice President, announced March 3, 2026.
- What did Cambridge Investment Research announce on March 3, 2026?
- Cambridge Investment Research has appointed Cody Phelps as First Vice President of Strategic Acquisitions. In this newly established role, Phelps will focus on driving strategic initiatives and supporting enterprise growth for Cambridge.
- What does Cambridge Investment Research do?
- Cambridge Investment Research is a firm specializing in providing retirement plans solutions for financial professionals and clients.
- Where is Cambridge Investment Research based?
- Cambridge Investment Research is based in Fairfield, Iowa, United States.
- Which similar companies made leadership changes around the same time?
- Trustmark Corporation (March 30, 2026), TSB Bank (March 3, 2026), Forum Markets Incorporated (March 3, 2026) and Stanbic (March 3, 2026) also announced leadership changes within 45 days of Cambridge Investment Research.
Source: Fundz verified event record.
Other recent leadership changes in Financial Services and Finance
Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.
- Trustmark Appoints Thomas C. Owens as Chief Operating Officer and Joseph E. Bond as Chief Financial Officer (March 30, 2026)
- Santander UK Appoints Nicola Bannister as Chief Executive Officer of TSB Bank (March 3, 2026)
- Forum Markets Appoints Robert Spake as General Counsel (March 3, 2026)
- Standard Bank Appoints Fezile Dali as Chief Information Officer (March 3, 2026)
- FNB Namibia Appoints Philip Chapman as CEO of FNB Commercial (March 3, 2026)
- Banner Corporation Appoints Two New Directors (March 2, 2026)
Who to call at Cambridge Investment Research, and when
A new leader at Cambridge Investment Research brings new priorities and often new vendors. The first weeks are when they listen.
- An alert the day Cambridge Investment Research raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Cambridge Investment Research, from your own LinkedIn network
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Fundz sees it the moment Cambridge Investment Research changes its leadership, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
Cambridge Investment Research changed its leadership. Fundz had it the day it was filed, with the decision-maker at the company attached.
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