11th Annual · October 16, 2026
Featured Speakers
The Gaillard Center · Charleston, South Carolina
2026 Lineup
Voices Shaping the Future of Finance
The Strategic Investment Symposium brings together distinguished practitioners and thought leaders from across the investment landscape. Our 2026 speaker lineup will be announced in the coming months — register now to be the first to receive speaker announcements.
Keynote
Global Markets Outlook
Dr. David Kelly
Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management at JP Morgan Asset Mgmt
Dr. David Kelly is the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. With over 25 years of experience, David provides valuable insight and perspective on the economy and markets to the institutional investor and financial advisor global communities. David’s research focuses on investment implications of an evolving economic environment. He has written extensively on all aspects of the U.S. economy and his proprietary U.S. economic forecasting model helps shape his views on both the economic landscape and prospective asset class returns. He currently sits on JP Morgan Fund’s operating committee. Throughout his career, David has developed a unique ability to explain complex economic and market issues in a language that financial professionals can use to communicate to their clients. He is a keynote speaker at many national investment conferences and a frequent guest on CNBC, Bloomberg, and other financial media outlets. Prior to joining J.P. Morgan Asset Management, David served as Economic Advisor to Putnam Investments. He has also served as a senior strategist/economist at SPP Investment Management, Primark Decision Economics, Lehman Brothers and DRI/McGraw-Hill. David is a CFA® charterholder. He also has a Ph.D and M.A. in Economics from Michigan State University and a B.A. in Economics from University College Dublin in the Republic of Ireland
Seema Shah
Chief Global Strategist at Principal Asset Management
Seema Shah is Chief Global Strategist at Principal Asset Management. Based in London, she oversees global market strategy, providing valuable insight and perspective on the global economy and markets to institutional and retail clients around the world. She is responsible for the creation of global economic macro and secular event research, in particular, global central bank policy and its impact on capital markets. Seema is a regular speaker at industry conferences and forums. She appears regularly on CNBC and Bloomberg TV and is frequently quoted by the financial news media. She has a weekly column in the United Kingdom Sunday Times newspaper, discussing economic, market and political issues. Seema joined the firm in 2010, previously working as a strategist within Principal Fixed Income. Prior to joining Principal, Seema served as an economist at Capital Economics where she focused on macroeconomic analysis of the UK and the European economies. She also worked with the macro consulting group at PricewaterhouseCoopers, and as an economist at HM Treasury & Inland Revenue Service. Seema received a master's degree and bachelor's degree with honors in economics from the London School of Economics.
Keynote
Investment Strategy
Cameron Dawson
Chief Investment Officer at NewEdge Wealth
As Chief Investment Officer, Cameron spearheads the development of NewEdge Wealth’s investment themes, strategies, and market views while collaborating with the firm’s advisors and clients. Before joining NewEdge Wealth, Cameron served as Chief Market Strategist at Fieldpoint Private Securities and as a Senior Equity Analyst at Bank of America. With a robust background in macroeconomics, she has honed her skills in crafting forward-thinking investment themes and asset allocation strategies. She is renowned for her insightful and distinctive financial commentary and frequently appears on Bloomberg, CNBC, Fox Business and other media outlets. Cameron is a Chartered Financial Analyst®(CFA®) and a former board member of the CFA Society® of Orlando. Cameron has been recognized with numerous industry awards, including Institutional Investor RIA Intel CIO of the Year for 2024. A Florida native, Cameron earned her bachelor’s degree from Rollins College, where she graduated as Valedictorian, and her MBA from the Crummer Graduate School of Business at Rollins College.
Timothy Holland
Chief Investment Officer at Orion Wealth Mgmt
Tim Holland is the Chief Investment Officer at Orion, where he leads the Investments team for Orion Wealth Management, including Brinker Capital, Orion OCIO and Orion Portfolio Solutions. Previously, Tim served as Chief Investment Officer – OCIO, where he consulted with Orion’s largest customers growing their firms through Orion’s OCIO services. Tim joined Brinker Capital in 2017 as Global Investment Strategist and was named Chief Investment Officer following Orion’s merger with Brinker in 2020. In the CIO role, Tim had responsibility for the investment management and strategies for Orion Portfolio Solutions and Brinker Capital Investments. He has over 24 years of investment experience. Prior to joining Brinker Capital, Tim was a Portfolio Manager at TAMRO Capital Partners, where he directed overall portfolio construction on two long-only, US equity strategies based on fundamental company and industry analysis and understanding the potential impact of economic, industry, and political trends on portfolio holdings. Prior to TAMRO, Tim was employed as an Equity Analyst at Manley Asset Management, a long/short hedge fund firm. Additionally, he was a Partner at Towers Group, a boutique corporate communications firm providing media and public relations counsel to capital markets companies. Tim earned a Bachelor of Arts in political science from Drew University. He holds the FINRA Series 65 designation and is a CFA® charterholder. Tim’s insights on the markets and investments are frequently featured in top-tier business media, including CNBC, Fox Business, Bloomberg TV, Bloomberg Radio, The Wall Street Journal, Investor’s Business Daily, and Financial Times.
S. Alan McKnight, Jr., CFA
Executive Vice President at Regions Bank
Alan McKnight is an Executive Vice President and serves as the Chief Investment Officer for Regions Asset Management. In this role, he is responsible for overall investment strategy, risk management, and portfolio construction for approximately $80BN in assets under management and $150BN in assets under advisement. He also serves as the chief spokesperson on portfolio strategy, asset allocation and overall markets for the Bank with groups such as CNBC, Bloomberg, FOX Business, The Wall Street Journal, The New York Times, SiriusXM Business, CNN Money and Thomson Reuters. Prior to joining Regions in 2015, McKnight was a managing director and Head of Institutional Investments for Truist. He also previously served as the Chief Investment Officer for SunTrust Institutional Investment Advisors, as well as a portfolio manager with Equitable Asset Management and Morgan Stanley Asset Management. McKnight has a master’s degree in business administration from the University of Texas at Austin, as well as holding the Chartered Financial Analyst Designation. He formerly served on the Boards of the Alliance Theatre, the Central Outreach and Advocacy Center, the Cherokee Garden Library, and the Investment Committee for the Woodruff Arts Center.
Lunch Panel
Agentic AI in Wealth Management
Dustin Barr
Founding Partner, Senior Adviser at Verum Partners
Dustin is a Founding Partner of Verum and serves as a Senior Adviser, Managing Partner, and Investment Committee Chair. He became interested in capital markets at a young age, managing a small paper portfolio of stocks with his dad. This interest led him into asset management and eventually wealth management. Dustin enjoys working with clients who are financially savvy professionals (investment, finance, legal, accounting, and real estate professionals) and families with complex financial needs. He works to better understand their full picture and enjoys helping them get financially organized and intelligently invested. In his role as Investment Committee Chair, Dustin oversees the investment program at Verum. This includes managing the investment team, developing Verum’s strategic and tactical asset allocation, and conducting investment product and manager due diligence. Dustin’s role as Managing Partner involves setting the vision for the firm, ensuring the team is living the Verum values, and staying in sync with Verum’s Integrator and COO, Holly Skipper, who ensures the firm’s strategic vision is implemented. Previously, Dustin served as Director of Investment Product Management at Nuveen (formerly TIAA-CREF Asset Management) where he launched multiple investment products and was heavily involved in TIAA’s corporate development efforts. During his time at Nuveen, Dustin obtained the Chartered Financial Analyst® designation and is a member of the CFA® Institute and the CFA® Society North Carolina. More recently, Dustin served as Carolinas Investment Consulting’s Director of Research where he oversaw the firm’s investment committee and acted as an Investment Consultant working with families and institutional clients. Outside of work, Dustin enjoys spending time with his wife and three children. A former competitive golfer, he continues to enjoy his time on the course. Dustin also stays involved with the College of Charleston’s School of Business Investment Program, volunteers at Charlotte-Mecklenburg Schools, and works with the GreenLight Fund of Charlotte. He previously served on the United Way of Central Carolinas Young Leaders Council where he chaired the Impact & Membership Committee.
Jim Hardeman
Executive Vice President at Zocks
Jim Hardeman is the Executive Vice President of Product at Zocks. Prior to joining Zocks, Jim was a co-founder or early employee at multiple startups including CMX1, EISI/NaviPlan, and Financial Profiles. Jim is an experienced product and marketing leader with demonstrated success in conceiving, launching, and scaling enterprise SaaS solutions and companies. With his deep expertise in strategy, product management, and marketing, Jim brings valuable insight into the design, positioning, sale, and delivery of enterprise solutions. Jim received his Bachelor of Arts degree in Economics from Pepperdine University.
Jud Mackrill
CEO & Cofounder at Milemarker
Jud Mackrill is the co-founder of Milemarker and a General Partner at alternatives and fund technology platform, Mammoth. He is passionate about connecting the future of financial advice through design, software integration and investing in tomorrow's leading companies. As a multi award-winning marketer and designer, Jud's work has contributed to the success of today's leading financial services and advisory firms. Jud was previously the CMO of Orion, co-founder of Mineral (which he sold to Carson in 2018) and the CMO of Carson. Jud and his wife Kim reside in Charleston and have four school-aged children. He enjoys spending time with his family, biking, walking, spicy food and Nebraska Football.
Session 1
The Fed, the Debt and the Political Effect
Walter B. Todd, III
President and Chief Investment Officer at Greenwood Capital
Walter B. Todd, III is President and Chief Investment Officer of Greenwood Capital, one of the largest independent registered investment advisory firms headquartered in South Carolina, with more than $1.7 billion in assets under management. Mr. Todd oversees Greenwood Capital’s disciplined top-down macro-economic investment philosophy and its highly experienced Investment Team, delivering a diverse offering of objective-based ETF Asset Allocation Strategies, as well as traditional Equity and Fixed Income Investment portfolios. Mr. Todd has 30 years of experience in the financial industry and joined Greenwood Capital in 2002. Prior to joining Greenwood Capital, he served as an Investment Banking Associate at Lehman Brothers Global Real Estate Group in New York. He has also worked as an analyst for First Union Capital Markets Group in Charlotte, NC. Mr. Todd received his undergraduate degree in Business Administration from Washington & Lee University, where, upon graduation, he was awarded a Fulbright Scholarship. Mr. Todd earned his M.B.A. in Finance from The Wharton School – University of Pennsylvania where he graduated as a Palmer Scholar in May 1999. Mr. Todd is regularly featured on Bloomberg, Bloomberg Radio, CNBC, and BBC, as well as quoted through Reuters, the Associated Press, Bloomberg and other national and international print, radio and television outlets. He currently serves on the Board of Trustees of the Business Partnership Foundation for the University of South Carolina’s Darla Moore School of Business.
David Braun
Portfolio Manager at Pimco
Mr. Braun is a managing director and generalist portfolio manager in the New York office. He leads the U.S. financial institutions group (FIG) and stable value portfolio management teams. He is also a senior member of both the liability-driven investment and the U.S. core portfolio management teams. He oversees management of fixed income investment portfolios for institutional and retail clients. Prior to joining PIMCO in 2009, Mr. Braun was chief risk officer of a large investment company. He has 33 years of investment and financial services experience and holds an undergraduate degree in mathematics from the University of Connecticut. He is also a Fellow of the Society of Actuaries and a certified Financial Risk Manager.
Jeanette Lowe
Managing Director of Policy Research at Strategas Securities
Jeannette Lowe is a Managing Director of Policy Research at Strategas Securities. In this capacity, Ms. Lowe directs the firm’s public policy research efforts and translates the impact these policies will have on financial markets. The policy research team at Strategas has been consistently recognized as one of the top Washington policy research teams on Wall Street by Institutional Investor, including all 12 years Ms. Lowe has been a member of the team. Prior to joining Strategas, Ms. Lowe served as the Associate Director of State Affairs at the March of Dimes, working to develop the organization’s health care policy positions and working with the field staff to lobby for policy changes at the state and local levels. She also worked as a Legislative Associate at Stateside Associates, a state government relations firm, conducting research and tracking policy trends for clients, with a focus on tax and business issues. In addition, she has experience working on local, state, and national elections. She received her Bachelor of Arts degree in Political Science from the University of Richmond and her Master of Arts degree in Political Science from Boston University. She appears frequently on Bloomberg, BNN Bloomberg, CNBC, and Yahoo Finance to discuss the relationship between policy and geopolitics on financial markets and the global economy.
Session 1
Beyond the Wrapper: Alts for All
Jonathan Dale, CFP, ChFC
Director - Head of Product Solutions at Westwood
Mr. Dale joined Westwood in 2015 and is responsible for Product Management for Westwood ETFs, Westwood Mutual Funds and Managed Accounts. He serves a key role in expanding the highly regarded institutional investment brand and product solutions at Westwood. Prior to joining Westwood, Mr. Dale spent 15 years with the SEI Investment Manager Services Division. Most recently, he served as a Distribution Director, responsible for assisting numerous investment management firms in creating, promoting and negotiating their mutual funds and ETFs to the key decision makers of major financial intermediaries. Mr. Dale received his BSBA in business management from West Virginia University. He is a CERTIFIED FINANCIAL PLANNER®, Chartered Financial Consultant®, Certified ETF Advisor (CETF®) and Registered Securities Representative (FINRA Series 7 and 63).
Rafael Zayas, CFA
Managing Director - Head of Investment Management, Funds at Vident Asset Management
Rafael Zayas, CFA, Managing Director, Head of Investment Management, Funds — Rafael Zayas has over 15 years of trading and portfolio management experience in global equity products and ETFs. He is Senior Vice President, Head of Portfolio Management & Trading. Previously, Mr. Zayas focused on international equities, specializing in managing and trading developed, emerging, and frontier market portfolios. Prior to joining Vident, Mr. Zayas was a Portfolio Manager at Russell Investments for over $5 billion in quantitative strategies across global markets, including emerging, developed, and frontier markets and listed alternatives. Before that, he was an equity Portfolio Manager at BNY Mellon Asset Management, where he was responsible for $150 million in internationally listed global equity ETFs and assisted in managing $3 billion of global ETF assets. Mr. Zayas holds a BS in Electrical Engineering from Cornell University. He also holds the Chartered Financial Analyst designation.
Bryan Bondoc
Managing Director at VegaShares
Bryan Bondoc is a Managing Director at VegaShares. He leads product education and institutional advisory engagement. With nearly two decades of experience across sales and product development, Bryan brings a unique approach in connecting with advisors and investors on investment strategies. Bryan has operated both inside the wealth management network and from the bank-dealer space. Prior to joining Vega, Bryan served as Director and Head of Broker Dealer Distribution at UBS. He held similar roles at BNP Paribas and Morgan Stanley in structured products sales. He started his career at Raymond James, servicing advisors and clients within the independent broker-dealer network. Bryan holds a Bachelor of Science in Finance from Indiana University, Kelley School of Business.
Session 1
Preserving Family and Financial Capital for a Flourishing Future
Mindy Kalinowski Earley
Chief Learning Officer at Family Wealth Factor
Mindy Kalinowski Earley, CMP, CFBA, founder of Family Wealth Factor, and co-founder of Launched Learning, has deep experience working with UHNW families, family offices and advisors. Her professional career has afforded her the opportunity to work with some of the leading families in the U.S. and internationally. Mindy has had the pleasure of working with families at the G2 to G7 stages, from business-owning families to financial families. She has joined families for their most trusted conversations and is entrusted to work with their young children, the next generation. With experience working in two single Family Offices, and as part-time Chief Learning Officer at Family Office Exchange (FOX), Mindy knows what an honor it is to help families on their journey to next-generation inclusion, planning for transition and succession, creating learning programs and coaching the rising generation. Mindy’s entire career has been dedicated to human capital development and designing innovative programs to equip young people with the knowledge and confidence to navigate their futures. Through her consulting work at Family Wealth Factor, and program and product design at Launched Learning, Mindy leads consulting projects and education initiatives focused on family learning, rising gen preparation, family mission/vision/values, and parenting with wealth. She creates engaging and interactive lessons that emphasize the essential pillars of financial skills, purpose, philanthropy, stewardship, and leadership. By combining her educational expertise with a commitment to nurturing responsible stewardship, Mindy inspires the next generation to embrace their potential and contribute positively to their communities.
Susan Wells Jenevein
Principal at Wells Jenevein
Susan Wells Jenevein advises families, family office and advisors to provide wealth education preparation and philanthropic advising. Before starting her private practice, Susan was the Managing Director for Family Learning and Philanthropy at Tolleson Wealth Management where she built the philanthropy and family engagement service lines. Her clients include families, family offices, registered investment advisors and institutions from across the United States, with a focus in Texas as they prepare their next generation for substantial wealth and deploy philanthropic capital. Susan is also co-founder of Launched Learning, a wealth preparation program for children starting at age five and with coaching for parents, grandparents or trusted adults who deliver the curriculum. Susan is an attorney by training, a graduate of the University of Texas School of Law, the McCombs School of Business and Plan II Honors at the University of Texas at Austin. Susan lives in Dallas with her husband Bob. Between them, they have six adult children and several grand dogs.
Session 1
Breaking In: Building a Career in Investment Management in the Age of AI
Andrew Hendricks
Senior Vice President + Wealth Advisor at Osprey Financial at Farther
Drew Hendricks, CFP®, is a financial advisor dedicated to helping individuals and families navigate life’s most important financial decisions with clarity and confidence. His passion for financial planning was shaped by personal experience after losing his father to cancer in 2002, an event that showed him firsthand the value of thoughtful preparation and trusted guidance during challenging times. Drew earned his B.S. in Business Administration with a concentration in Finance from the College of Charleston in 2008 and began his career in wealth management that same year. Since then, he has worked closely with clients to develop personalized financial strategies focused on investment, tax, and estate planning. In addition to his work with clients, Drew is actively involved in mentoring students and young professionals, particularly through his ongoing relationship with the College of Charleston, where he enjoys helping students explore careers in financial services and investment management. Originally from Long Island, Drew grew up outside of Charlotte and moved to Charleston in 2004 for college, proudly calling the Lowcountry home ever since. Outside the office, Drew and his wife are avid travelers, and he enjoys golfing, live music, and exploring Charleston.
Holly Hollar
Vice President + Branch Leader at Fidelity Investments
Holly Hollar is the Vice President, Branch Leader of the Fidelity Investments office in Mount Pleasant, SC. She began at Fidelity 19 years ago as a financial representative and supported clients as a Financial Advisor in the Charlotte Investor Center. Holly obtained an MBA from Wake Forest University and her undergraduate liberal arts degree from Emory University. She is also a Certified Financial Planner. She and her husband Aaron and their dog Roy enjoy fishing and hiking around the Lowcountry.
Session 2
Tax Aware Investing: New Tools For Better Returns
James Carroll
Senior Wealth Advisor & Portfolio Manager at Ballast Rock Private Wealth
Jim Carroll is a Senior Wealth Advisor & Portfolio Manager at Ballast Rock Private Wealth, an SEC-registered investment advisor providing personalized private wealth management solutions, curated investment access, and unique expertise in alternative investments. In addition to serving his clients, Jim is responsible for Ballast Rock initiatives in tax-aware investing. Prior to joining Ballast Rock in 2023, Jim founded wealth advisor LongRun Capital Management in 2003. His previous experience includes four years as Chief Financial Officer of a NASDAQ-listed company and sixteen years as an investment banker with Smith Barney, Kidder Peabody and Bear Stearns. He also served four years of active duty as an officer in the U.S. Army. Jim earned a BA in Psychology from Claremont McKenna College and an MBA from Harvard Business School.
Aidan Elliott
Principal at Golconda Partners
Aidan Elliott is Principal and Head of Client Relationships at Golconda Partners, where he leads client engagements and advises ultra-high-net-worth families and their professional advisors on complex life insurance and annuity strategies for multigenerational income and estate-tax planning. He brings specialized expertise in Private Placement Life Insurance (PPLI) and Private Placement Variable Annuities (PPVA), including plan design, implementation, and ongoing administration. Before joining Golconda, Aidan was a Managing Director at Cresset Capital, where he helped establish the firm as a national leader in PPLI and PPVA investment account management. Earlier, as Director of Private Placement Services at WealthPoint, he established and led the firm’s PPLI and PPVA platform. Aidan is a frequent speaker and the author of PPLI and PPVA: An Advisor’s Guide. His work has also appeared in the National Law Review and leading industry publications. Originally from Dublin, Ireland, he holds the CFP®, CLU®, and ChFC® designations and earned a Bachelor of Business Science, with distinction, from the National University of Ireland. Outside his professional life, Aidan is a committed fitness enthusiast, an avid indie-rock listener, and a published children’s book author and illustrator. He regards his greatest achievement as being a devoted husband to Kelly and a proud father to Annie Rose and Hugh.
Ehren J. Stanhope, CFA
Co-Head of Investment Management, Chief Investment Strategist at O'Shaughnessy Asset Management/Franklin Templeton
Ehren has been with OSAM for 14 years. In 2015, he was named a Principal and began serving on the firm’s Operating Committee, which he currently co-leads. He has also been a member of the Research Team since 2015. Ehren’s portfolio management duties increased with the launch of Canvas. Today, he leads the portfolio management team’s asset allocation and portfolio construction efforts on the Canvas platform. As the closest member of the Investment Team to clients, he helped architect the platform’s strategy lineup and design, including a passive fixed income strategy suite, which he created. Ehren has authored numerous white papers on topics ranging from portfolio construction, non-U.S. stock selection, global dividends, the relationship between macroeconomic indicators and equity factors, and the firm’s quarterly commentaries since 2012. Prior to joining OSAM, Ehren worked at Western Asset Management Co (WAMCO), where he was a member of the Analytics team. In that role, he specialized in relationships with insurance clients handling inquiries related to portfolio performance, structure, and strategy. He currently serves as the chairman of the Investment Committee which oversees the Sigma Phi Epsilon Fraternity National Foundation’s endowment. Ehren holds a B.S. in Management from Tulane University with concentrations in Finance and Legal Studies, and a M.B.A. from the Yale School of Management with a focus in Asset Management. He is a CFA charterholder and member of the CFA Society New York.
Ronald Diamond
Founder and Chairman at Diamond Wealth
Ronald Diamond is the Founder and Chairman of Diamond Wealth, a syndicate of over 100 Family Offices ranging in size from $250 million to $30 billion, with whom he has invested for over 20 years. The firm focuses exclusively on private markets, including private equity, real estate, venture capital, credit, and special situations. He is also the Founder, Host, and CEO of Family Office World Media, a premier platform that fosters collaboration, innovation, and resource sharing for Family Offices. In addition, Ron helped create the Family Office Program for TIGER 21, where he served as Chair for a national Family Office Group. TIGER 21 is the leading peer membership organization for ultra-high-net-worth entrepreneurs, investors, and executives. Beyond his leadership roles, Ron is deeply engaged in academia and advisory work. He sits on the Advisory Board and Steering Committee for the University of Chicago Booth School of Business Family Office Initiative and has taught Family Office courses at Oxford, Stanford, Harvard, and the University of Chicago Booth School of Business. He was recently appointed Editor-in-Chief of The National Law Review’s first newsletter dedicated exclusively to Family Offices and is a member of the Leadership Circle at the Aspen Institute. He also holds advisory positions with numerous privately held companies and serves as Chairman for several. Previously, he chaired the Advisory Board for Stanford University’s Disruptive Technology and Digital Cities Program, where he helped launch the Stanford Family Office Initiative. Committed to philanthropy and civic engagement, Ron serves on several nonprofit boards, using his expertise and network to drive meaningful impact. Through his work at the intersection of Family Offices, innovation, and purpose-driven leadership, he continues to lead and inspire.
Session 2
Blurring the Lines: Are Real Estate and Infrastructure Becoming One Asset Class?
Mark J. Buono, Ph.D.
Director at College of Charleston - Carter Real Estate Center
Mark Joseph Buono is currently a Professor of Practice of Real Estate and Director of the Carter Real Estate Center at the College of Charleston. Mark is also a Managing Director at SEDA Experts. Before his retirement, Mark was a Managing Director and Commercial Real Estate Portfolio Manager at Global Atlantic Financial Group, a life insurance and annuity company. Mark was a Managing Director at Goldman Sachs, where he held various roles in the commercial real estate business for 20 years before joining Global Atlantic. Before joining Goldman, Mark was in research and trading at Freddie Mac and was an academic at Rutgers University and Temple University. Mark earned a Ph.D. in economics from the University of North Carolina at Chapel Hill in 1986 and a B.S. in economics from the College of Charleston. He lives in Charleston, SC, with his wife, Judith.
Session 2
How a mid-sized RIA can differentiate their value and remain relevant
Kyle Ginty
Senior Advice Methodology Specialist at Vanguard
Kyle Ginty is a Senior Advice Methodology Specialist within Vanguard’s Personal Investor division, where he specializes in portfolio construction, investment strategy development, and advice methodology research. In his current role, he helps design and refine investment solutions, portfolio frameworks, and strategic asset allocation approaches deployed across Vanguard’s advice business, supporting the management of billions of dollars in client assets and helping investors across the wealth spectrum achieve their financial goals. Since joining Vanguard in 2011, Ginty has held a variety of investment, operational, and leadership roles across Personal Investor, Finance, and Investment Management. His experience includes serving as a sector trader on Vanguard’s bond indexing desk, where he supported fixed-income portfolio management and execution, as well as leading a London-based fund services team responsible for product design, enhancement, and implementation initiatives across Vanguard Europe. A native of the suburban Philadelphia area, Ginty currently resides there with his family. He is a two-time graduate of the College of Charleston, where he earned both a Bachelor of Science in Economics with a concentration in Finance and a Master of Business Administration with a concentration in Finance.
Program Contact
Mark K. Pyles
Director of Investment Program
College of Charleston School of Business
W. Walt Green
Chairman, CofC Investment Advisory Board
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