Steve Holman

Steve Holman is a principal and head of Vanguard Retirement Plan Access™, a comprehensive suite of services for defined contribution retirement plans under $20 million. Previously, Mr. Holman was head of Institutional Sales Operations, where he led several teams that provided strategic support to institutional sales executives. During his 14 years at Vanguard, Mr. Holman has served in leadership roles in the Portfolio Review Department, Flagship Services®, Insurance Services, and IRA Services, and, in his first role at Vanguard, was a project manager in Corporate Strategy. Mr. Holman is currently the co-lead for the Vanguard Black Professional Network. He led the crew campaign for the United Way in 2012.

Mr. Holman earned a B.A. in English from Georgetown University and an M.B.A. in finance from The Wharton School of the University of Pennsylvania. He holds FINRA Series 7, 63, and 24 licenses.

Recent posts

Visit institutional.vanguard.com to obtain a prospectus or, if available, a summary prospectus, which contains investment objectives, risks, charges, expenses, and other information; read and consider it carefully before investing.

Investments in bond funds are subject to interest rate, credit, and inflation risk.

Diversification does not ensure a profit or protect against a loss.

Foreign investing involves additional risks including currency fluctuations and political uncertainty.

Stocks of companies in emerging markets are generally more risky than stocks of companies in developed countries.

All investing is subject to risk, including the possible loss of the money you invest.

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