Vanguard
James Martielli, CFA, CAIA, serves as the Head of Investment & Trading Services at Vanguard since July 2009, focusing on helping individual investors achieve their investment goals through education and efficient trading on Vanguard’s platform. Previously, Martielli held various leadership roles at Vanguard, including Head of Investment Solutions, where collaboration with institutional investors provided valuable investment insights, and Head of Product for Asia, overseeing product development and client engagement. Additional experience includes serving as Head of Equity and Senior Investment Strategist at SEI Investments, and contributing to the CFA Institute as a Draft Curriculum Reviewer. Martielli's academic background includes a Bachelor of Science with University Honors in Economics and Management from Carnegie Mellon University.
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Vanguard
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Vanguard is one of the world's largest investment management companies. As of October 31, 2020, Vanguard managed $6.3 trillion in global assets. The firm, headquartered in Valley Forge, Pennsylvania, offers more than 420 funds to its more than 30 million investors worldwide. For more information, visit vanguard.com.