James Martielli, CFA®, CAIA®

James Martielli, CFA®, CAIA®, heads Investment Product, Personal Investor, which is responsible for designing and enhancing Vanguard's brokerage and investment product offer, amplifying distribution efforts and shaping the investment methodology that fuels unmatched investment and savings outcomes for our clients.

Previously, James led Investment & Trading Services (ITS), which educates individual investors about Vanguard's products and provides trade execution for the securities and products on Vanguard's retail brokerage platform. 

From 2017-2022, he led Investment Solutions, which delivers investment perspectives, evaluations and custom investment products to plan sponsors and institutional investors. From 2014 to 2017, he led Portfolio Review, Asia, based in Hong Kong, where he was responsible for product management and development, capital markets, and specialist client engagement.

Mr. Martielli served as a senior investment director on the oversight and manager search team in the Portfolio Review Department from 2009 to 2014, where he focused on quantitative equity, active fixed income and ESG products.

Mr. Martielli earned a B.S. in industrial management and economics from Carnegie Mellon University with university honors. He is a CFA® charterholder, a reading reviewer for the CFA Institute, and a CAIA® charterholder.

He is an active member and former advisory board member for Leadership and Engagement for Asian Professionals (LEAP) and allyship lead for Women's Initiative for Leadership Success (WILS) Vanguard crew resource groups.