Integrity
You expect top-quality investment products and services, and we aim to deliver. We were founded on the principle that clients come first—our purpose is to help you succeed.
Focus
You can rely on us to help you navigate investment decisions and maintain a long-term perspective, bolstered by our deep expertise, global perspective, proven investment products, and disciplined approach to risk-taking.
Stewardship
Your needs drive our approach, so helping you meet the challenges of today's retirement landscape with confidence and clarity is our primary goal. That's what being built for investors is all about.
Vanguard has made a commitment to embrace the power of technology, reimagine the retirement plan experience, and improve outcomes for plan sponsors and participants.
Meet our leadership team
Managing Director, Workplace & Advisor Solutions
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John James
Managing Director, Workplace & Advisor Solutions
John James is managing director of Vanguard's Workplace & Advisor Solutions group, overseeing the firm’s intermediated businesses. Previously, John was managing director of Vanguard’s Institutional Investor Group, which serves the investment needs of employers offering company-sponsored retirement plans. He has also served as chief human resources officer and managing director of Vanguard's Human Resources division, and as the managing director of Vanguard's U.K. and European operations. John joined Vanguard in 2008 and has held leadership roles in the company's Financial Advisor Services division and overseen its Australian operations in Melbourne. John earned an M.B.A. from the University of Adelaide and holds certificates from the Wharton Advanced Management Program at the University of Pennsylvania and the Advanced Human Resource Executive Program at the University of Michigan.
Advice services offered through Vanguard Institutional Advisory Services are provided by Vanguard Advisers, Inc., a registered investment advisor.
Managing Director, Institutional Investor Group
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Lauren Valente
Managing Director, Institutional Investor Group
Lauren Valente is managing director of Vanguard’s Institutional Investor Group, which provides investment solutions and services to meet the needs of employers offering company-sponsored retirement plans and to improve the financial wellbeing of millions of investors. In her prior role as Vanguard’s global chief human resources officer, she was responsible for overseeing all aspects of human resources, including talent, leadership, and culture. Lauren also served as a principal in the defined contribution retirement plan business, where she led Participant Services and Operations. Since joining Vanguard in 2003, she has held various roles in the organization's Institutional, Information Technology, and Personal Investor divisions. Before joining Vanguard, Lauren earned a B.S. in Decision and System Sciences from Saint Joseph's University. She earned an M.B.A. from Villanova University.
Principal & Head of Product, Advice & Client Experience
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Amber Brestowski
Principal & Head of Product, Advice & Client Experience
Amber Brestowski is head of Advice and Client Experience for the Institutional Investor Group. Prior to this role, she led the Large Market Institutional Sales team and Participant Education. She began her Vanguard career in 2007. Ms. Brestowski earned a B.A. in finance and economics from Temple University and an M.B.A. from The Wharton School of the University of Pennsylvania.
Principal & Head of Consultant Relations
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Jane Greenfield
Principal & Head of Consultant Relations
Jane Greenfield is a principal in Vanguard Institutional Investor Group, leading the Consultant Engagement team. Before moving to her current position, Jane had a six-year tenure as president of Vanguard Charitable, a national donor-advised fund and one of the nation's top grant makers. Jane also previously held roles as a principal, not only in the Institutional Investor Group, but also in the Retail and Financial divisions. Before joining Vanguard in 2001, Jane spent 16 years in the banking industry. She also has extensive experience in the nonprofit sector, serving on various nonprofit boards, including Settlement Music School, Bryn Mawr Rehabilitation Hospital, People's Light and Theatre, and United Way Women's Initiative. Jane earned a B.A. in economics from the College of William and Mary and an M.B.A. from Drexel University. She holds FINRA Series 7, 24, 63, and 65 licenses; the CIMA® designation; and the Certified Financial PlannerTM (CFP®) certification.
Principal & Chief Client Officer
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Matthew C. Brancato, CFA, CPA
Principal & Chief Client Officer
Matt Brancato is a principal and chief client officer for Vanguard Institutional Investor Group. His team is responsible for end-to-end accountability for the full relationship between Vanguard and our clients. He began his Vanguard career in 2011. Matt earned a B.A. from James Madison University and an M.B.A. from Duke University’s Fuqua School of Business. He is a CFA® charterholder and a certified public accountant, as well as a member of the CFA Institute and the CFA Society of Philadelphia. He holds FINRA Series 6 and 63 licenses.
CFA® and Charted Financial Analyst® are registered trademarks owned by CFA Institute.
Principal & Head of Strategy, Partnerships, & Operations
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Sam Anaokar
Principal and head of Strategy, Partnerships, & Operations in Vanguard Institutional Investor Group
Sam Anaokar is a principal and head of Strategy, Partnerships, & Operations in Vanguard Institutional Investor Group. In a prior role, Sam led the Shared Services division in the Institutional Investor Group and served as a leader in Vanguard Corporate Strategy. Before joining Vanguard in 2015, he worked at The Boston Consulting Group, leading large-scale strategy and transformation work across the financial services industry. Sam earned a B.S.in finance, with a minor in English, at Indiana University and an M.B.A. in finance from The Wharton School of the University of Pennsylvania.
Principal & Head of Distribution Enablement
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Steve Holman
Principal & Head of Distribution Enablement
Steve Holman is principal and head of the Institutional Investor Group Client Success Program Office, a team tasked with managing the implementation of strategic changes to Vanguard's retirement business. Prior to this role, he served as head of Vanguard Retirement Plan AccessTM, a comprehensive suite of retirement plan services for defined contribution plans under $20 million. Since joining at Vanguard in 2004, Mr. Holman has served in leadership roles in Institutional Sales Operations, 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 was the co-lead for the Vanguard Black Professional Network for five years and also led the crew campaign for the United Way in 2012. Mr. Holman has 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.
What we do
Asset management
A long-term focus, disciplined investment approach, and a sound process for evaluating investment managers help produce strong results for investors.
Recordkeeping
A full suite of services and innovative solutions to help plan sponsors and participants achieve a secure retirement.
Whom we serve
Our mission is to forge strong bonds with our institutional clients and be your partner in finding innovative solutions that meet your most complex needs.
All investing is subject to risk, including the possible loss of the money you invest.
Vanguard is investor owned. As an investor-owner, you own the funds that own Vanguard.
CFA® is a registered trademark owned by CFA Institute.