James Martielli, CFA®, CAIA®

James Martielli, CFA, CAIA, heads Investment & Trading Services (ITS), which educates individual investors about Vanguard’s products and guides them to make investment decisions with confidence. ITS also provides trade execution for stocks, ETFs, options, bonds, CDs and mutual funds on Vanguard’s retail brokerage platform.

He is a CFA® charterholder, a reading reviewer for the CFA Institute, a CAIA® charterholder and holds Series 6, 7, 24 and 63 licenses.