The latest senior wealth management industry moves, personnel changes and appointments in North America.

BridgePort Financial Solutions
BridgePort Financial Solutions, an RIA launched by Cambridge Investment Research in 2024, has appointed financial services and wealth management industry veteran Clara Sierra as managing director.

Reporting to Jeff Vivacqua, Cambridge’s president for growth and development, Sierra will lead across advisor experience, wealth management delivery, technology enablement, operations, compliance partnership, and organic and M&A-based growth initiatives.

Cambridge Investment Research launched BridgePort to address challenges faced by advisory firms.

Sierra has more than 35 years of financial services experience across all aspects of the wealth management industry. Most recently, she served as senior director, industry practice lead – asset management, for Moody’s Analytics. Before that, she was senior vice president, business development, for Amundi Pioneer Investments' independent broker-dealer channel.