About Vanguard Institutional

John James is managing director of Vanguard's Institutional Investor Group, which serves the investment needs of employers offering company-sponsored retirement plans, as well as organizations such as endowments and foundations.

Previously, he was chief human resources officer and managing director of Vanguard's Human Resources division, which is responsible for talent, leadership, and culture. Before that, he was based in London as the managing director of Vanguard's U.K. and European operations. Mr. James joined Vanguard in 2008 and has held leadership roles in the company's Financial Advisor Services division and overseen its Australian operations in Melbourne.

Mr. James earned an M.B.A. from the University of Adelaide and holds certificates from both the Wharton Advanced Management Program at the University of Pennsylvania and the Advanced Human Resource Executive Program at the University of Michigan.

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 Access^TM, 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.