Senior executive with history of starting new divisions or services at The Vanguard Group. Brought into Vanguard in 1997 to help develop and launch our fiduciary advice business. Started the Investment Counseling and Research group in 2001, Vanguard’s entry into capital market research. Started the ...more

Senior executive with history of starting new divisions or services at The Vanguard Group. Brought into Vanguard in 1997 to help develop and launch our fiduciary advice business. Started the Investment Counseling and Research group in 2001, Vanguard’s entry into capital market research. Started the Investment Strategy Group in 2006. Creator of Vanguards first vintage research on variety of topics; creator of Advisors Alpha and QAA Quantifying Advisors Alpha, which develops a research driven value proposition for fee based advice. Developed and created first generation of Vanguards investment research, investment strategy, and market commentary. Helped develop glide path and portfolio construction for TRF and ETF model portfolios. Started Vanguard’s Private Investment Unit launching Private Equity in 2020. Published in numerous academic and practitioner journals on variety of topics such as; portfolio construction, portfolio implementation, investor behavior, advisory practice management, fiduciary best practices, active /passive, etc. Quoted extensively in major financial media outlets.less