Shannon Nutter-Wiersbitzky

<p>Shannon Nutter-Wiersbitzky heads Participant Strategy and Development for Vanguard's institutional business. In prior roles, she served as head of Institutional Marketing and as head of Market Research and Voice of Client for all U.S. and international businesses. She joined Vanguard in 2007 and has more than 15 years of experience in both consumer and B2B markets, focused on strategic planning, marketing, product development, business consulting, and market research. Additionally, she originated and led the development of My Classroom Economy® (myclassroomeconomy.org), a free program built by Vanguard volunteers for grades K through 12 that teaches children key life skills through experiential learning. Ms. Nutter-Wiersbitzky earned a B.A. from Macalester College and an M.B.A. from Duke University’s Fuqua School of Business.</p>

Martha King

<p>Martha King is managing director of Vanguard Institutional Investor Group. She is responsible for ongoing service and business development for all of Vanguard’s institutional clients. Ms. King joined Vanguard in 1985. Before her current role, she served as head of U.S. Financial Intermediaries and managing director of Vanguard Financial Advisor Services™. Other prior roles include oversight of the Institutional Investment Only business, head of Vanguard’s Arizona operation, and head of Institutional Sales in the western and central regions of the United States. Ms. King earned a B.S. from Bloomsburg University of Pennsylvania and completed the advanced management program at The Wharton School of the University of Pennsylvania.</p>

Shannon Nutter-Wiersbitzky

<p>Shannon Nutter-Wiersbitzky heads Participant Strategy and Development for Vanguard's institutional business. In prior roles, she served as head of Institutional Marketing and as head of Market Research and Voice of Client for all U.S. and international businesses. She joined Vanguard in 2007 and has more than 15 years of experience in both consumer and B2B markets, focused on strategic planning, marketing, product development, business consulting, and market research. Additionally, she originated and led the development of My Classroom Economy® (myclassroomeconomy.org), a free program built by Vanguard volunteers for grades K through 12 that teaches children key life skills through experiential learning. Ms. Nutter-Wiersbitzky earned a B.A. from Macalester College and an M.B.A. from Duke University’s Fuqua School of Business.</p>

Chris Philips

<p>Christopher Philips, CFA, heads Vanguard Institutional Advisory Services®. He leads the teams of investment professionals who provide asset allocation modeling, investment policy consulting, portfolio construction recommendations, and ongoing investment management to endowment, foundation, and defined benefit clients. Prior to this role, he led a team of relationship managers for Vanguard's institutional investment-only clients focusing on defined benefit, defined contribution, nonprofit, and corporate assets. Through 2014, he spent 12 years in Vanguard Investment Strategy Group where he was responsible for creating and presenting investment thought leadership on a wide range of topics and consulting with retail, institutional, and intermediary clients. He joined Vanguard in 2000.</p>

Jean Young

<p>Jean A. Young, CPA, is a senior research analyst with the Vanguard Center for Investor Research. Her research topics include the design of employer-sponsored retirement programs and the psychological and behavioral aspects of participant decision-making. She is also the lead author of Vanguard’s annual research report How America Saves. Before her current position, Ms. Young was a client relationship manager in Vanguard’s defined contribution recordkeeping business. Ms. Young earned a B.A. in business administration from Franklin & Marshall College and an M.S. in taxation from Widener University. She is a CPA.</p>

Matt Brancato

<p>Matthew C. Brancato, CFA, CPA, is a department head in Vanguard Institutional Investor Group. He previously worked in product strategy and partnered with Vanguard Investment Strategy Group on asset allocation for Vanguard’s global multiasset class products, including the Target Retirement Funds. Mr. Brancato has more than ten years of experience working in various finance and investment roles. He has also rotated through Fixed Income, Corporate Strategy, and Investment Strategy at Vanguard. Mr. Brancato earned an M.B.A. from Duke University’s Fuqua School of Business and a B.B.A. from James Madison University. He holds FINRA series 6 and 63 licenses, is a CFA® charterholder and a certified public accountant. Mr. Brancato is also a member of the CFA Institute and the CFA Society of Philadelphia.</p>

Joseph Davis

<p>Joseph H. Davis, PH.D.,  is a principal and Vanguard's chief economist. He is also global head of Vanguard Investment Strategy Group, whose investment research and client-facing team conducts research on portfolio construction, develops the firm's economic and market outlook, and helps oversee Vanguard's asset allocation strategies for both institutional and individual investors. In addition, Mr. Davis is a member of the senior portfolio management team for Vanguard Fixed Income Group. Mr. Davis frequently presents at investment forums and has published studies on a variety of macroeconomic and investment topics in leading academic journals. Mr. Davis earned a Ph.D. in economics at Duke University.</p>

Steve Utkus

<p>Mr. Utkus is principal and director of the Vanguard Center for Investor Research. The Center conducts and sponsors research on investor behavior and decision-making. It also works to apply behavioral insights to real-world settings. The Center’s scope includes individual investors (whether direct, advised, or in defined contribution plans) and institutional investors. The Center’s work will be of interest to investors, advisors, consultants, employers, media, the research community, and policymakers. Mr. Utkus’s personal research interests include retirement economics, behavioral finance, and the role of psychology in household financial decisions.  He earned a B.S. from the Massachusetts Institute of Technology and an M.B.A. from The Wharton School of the University of Pennsylvania. He is a member of the advisory board of the Wharton Pension Research Council, is currently a visiting scholar at Wharton, and is a member of the board of trustees of the Employee Benefit Research Institute in Washington, D.C. </p>
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