The following Vanguard executives and subject matter experts are available to comment on a variety of industry, economic, investing and personal finance issues.
Frank Kolimago | Managing Director
Topics: Vanguard's Australian business strategy.
Frank Kolimago is Managing Director of Vanguard Australia. In this role, Frank is responsible for all aspects of management, distribution, and operations of Vanguard’s Australian business.
Since joining Vanguard in 1996, Frank has served in a variety of roles including working in the Institutional Investor Group as a principal in Malvern, Pennsylvania and Scottsdale, Arizona, and leading the teams that support institutional retirement plan clients across a variety of segments.
In 2000, Frank moved to Japan to assist in establishing and managing Vanguard’s Tokyo office, and in 2013, he headed up the combined Shared Services and Defined Benefit Services Group within Vanguard Institutional Investor Group. Most recently, Frank was principal and head of Vanguard Personal Advisor Services in the United States, which provides Vanguard clients with ongoing asset management and investment advice consultations with Certified Financial Planner professionals.
Before joining Vanguard, Frank was a vice president in the corporate banking division of PNC Bank, N.A. Frank earned a B.S. in finance from Saint Joseph’s University and an M.B.A. from Villanova University, and has completed the Advanced Management Program at the Wharton School of the University of Pennsylvania.
Robin Bowerman | Head of Corporate Affairs
Topics: Personal finance, superannuation and self-managed super funds, regulatory reform, government relations, industry and economic commentary.
Robin Bowerman is the Head of Corporate Affairs at Vanguard and a member of Vanguard Australia's Executive team.
In his current role, Robin leads the corporate communications and government relations functions of the business and plays a key role in Vanguard's long-term strategy development. Robin joined Vanguard in 2003 as Head of Retail and played a pivotal role in the growth of Vanguard's retail business and the products and services offered to financial advisers and retail investors, as well as overseeing retail sales and marketing.
Robin is a key spokesperson and experienced presenter for Vanguard, with expertise in investor education, funds management, self-managed super funds, product development, industry and regulatory affairs related topics.
Prior to joining Vanguard, Robin had a distinguished career in the media and was a leading financial services writer, commentator and editor for over 15 years. He continues to be editor of Vanguard's core client publications including writing a weekly column with more than 50,000 readers.
In 2002, Robin co-authored the book Wealth of Experience, with Jeremy Duffield, Vanguard Australia's ex-Chairman and founder. Robin also serves as Vice Chairman of the SMSF Association.
Duncan Burns CFA | Head of Vanguard's Equity Index Group, Asia-Pacific
Topics: Equities investment management, investment principles, index management
Duncan Burns is the Head of Vanguard's Equity Index Group for Asia-Pacific.
In this role, Duncan oversees the management of Vanguard's Australian and global equity index portfolios and the firm's trading operation in the Asia-Pacific region. He manages a team of equity investment professionals, consisting of: portfolio managers, traders and Exchange Traded Fund (ETF) specialists.
Duncan brings to the team more than 20 years of equity trading and investment management expertise, focusing on quant active investing, electronic trading, algorithmic strategies, market microstructure and transaction cost analysis.
Prior to joining Vanguard in 2013, Duncan worked for seven years at Jacobs Levy Equity Management, a US provider of quantitative equity strategies for institutional clients. Duncan started his career on Wall Street in 1996, working at Donaldson, Lufkin & Jenrette (DLJ) where he spent a number of years managing the agency trading desk of DLJ's retail brokerage arm, DLJdirect.
Duncan holds a Bachelor of Arts in Economics from Lafayette College and an MBA from the Yale School of Management. He is a CFA Charterholder and is a member of the New York Society of Securities Analysts.
Lucy Carr | Head of Human Resources
Topics: Vanguard's people strategy and organisational culture
Lucy Carr is Head of Human Resources at Vanguard Australia and a member of the Vanguard Australia executive team. She is also a member of Vanguard Australia's Executive Board.
In this role, Lucy is responsible for employee relations, corporate training, recruitment, remuneration and benefits.
Prior to taking on this role in 2017, Lucy was Head of Enterprise Risk Management, where she was responsible for enhancing enterprise risk management capability and ensuring that the framework supports the strategic and operational objectives of the business. With more than 14 years' experience in the financial services industry, Lucy's background includes operational risk, internal audit and project management.
Prior to joining Vanguard, Lucy was the Head of Operational Risk for AXA Asia Pacific Holdings (since acquired by AMP). She also worked for Ernst & Young, commencing in the firm's Financial Services Office in New York, with a focus on business development and delivery of risk advisory and assurance related services to the banking and insurance sector.
Lucy holds a Bachelor of Commerce from the University of Melbourne.
Aidan Geysen | Head of Investment Strategy, Australia
Topics: Vanguard's proprietary research and thought leadership
Aidan Geysen is Head of Investment Strategy for Vanguard in Australia.
In this role, Aidan leads the team responsible for developing and delivering research insights into portfolio construction, exchange traded funds, and investment markets.
Prior to joining the Investment Strategy Group in May 2016, Aidan leveraged his experience in advice and research to manage relationships, and provide support and strategic direction to Vanguard's key institutional clients in Australia and New Zealand.
Before joining Vanguard in April 2015, Aidan spent 12 years with JANA Investment Advisers, Australia's largest asset consulting firm. Aidan's roles at JANA included the provision of investment advice to a diverse client base including industry and corporate super funds, university endowments, charitable foundations and family offices, and served as Chair of JANA's Research Committee, and Portfolio Manager of the multi-manager institutional Australian equities portfolios for JANA's Implemented Consulting clients.
Aidan holds a Bachelor Degree in Economics and Law from Swinburne University, and a Graduate Diploma in Applied Finance.
Balaji Gopal | Head of Product Strategy, Australia
Topics: Vanguard's product strategy
Balaji Gopal is Head of Product Strategy for Vanguard in Australia.
In this role, he leads the team responsible for longterm product planning, research, development and implementation. Balaji works closely with Vanguard’s global teams in the design and launch of new products, as well as implementing changes across Vanguard’s suite of investment products.
Prior to joining Vanguard in April 2017, Balaji gained over 15 years’ experience working across government, financial services, investment and management consulting sectors.
He most recently held positions at the Australia and New Zealand Banking Group Limited (ANZ). He initially joined ANZ as part of the Private Bank developing investment capabilities, products and platforms, before joining the ANZ Wealth Global Chief Investment Office, where he provided oversight across business management, technology, governance, strategy and investment and product related matters regionally.
Balaji holds a Bachelor of Commerce and Computing from Osmania University (India), along with a Masters in Applied Science (Computing) from RMIT University and a Masters in Applied Finance from Macquarie University.
Jeffrey Johnson CFA | Principal, Head of Fixed Income Group Vanguard Asia-Pacific
Topics: Vanguard's proprietary research and thought leadership, portfolio construction and asset allocation
Jeffrey Johnson is a Principal and Vanguard's Head of the Fixed Income Group for Asia-Pacific.
In this role, Jeffrey oversees the management of all fixed income, cash, currency hedging, multiasset and investment solution mandates.
Prior to taking on his current role in June 2017, Jeffrey was Head of Investment Strategy Group (ISG) for Vanguard Asia-Pacific. In this role he oversaw a team of economists and senior investment analysts with primary responsibility for developing sound, thorough investment research and strategy.
Jeffrey joined Vanguard in 2000, working with individual clients in the organisation's High Net Worth department. In 2003, he became a Senior Investment Analyst in Vanguard's Portfolio Review Department, where he was responsible for fund and manager oversight, due diligence on prospective managers, product management and development, institutional client service, and comanagement of a team of investment analysts. He then joined ISG in 2013.
Jeffrey holds a Bachelor's degree in Finance and Economics from the University of Wisconsin, Eau Claire, and an M.B.A. from Villanova University. He is a CFA charterholder and is a member of the CFA Society of Philadelphia.
In addition, Jeffrey is a member of the Investment Committee for the Financial Services Council in Australia. He also chairs Vanguard's Community program in Australia.
Matthew Lumsden | Head of Distribution
Topics: Equities investment management, investment principles, index management.
Matthew Lumsden is the Head of Distribution at Vanguard Australia and a member of Vanguard's Australian executive team.
In this role, he is primarily responsible for the distribution of Vanguard's managed funds and exchange traded funds (ETFs) to both retail and institutional clients and advisers in the Australian marketplace.
Matthew's role is to build upon Vanguard's strong growth over recent years in the retail and institutional markets, by expanding the client base and products offered in the marketplace.
Matthew has been with Vanguard since 2010, joining the London office as Senior Projects Counsel before moving to Hong Kong in April 2011 to help establish Vanguard's presence in Hong Kong, and leading strategic planning, legal and compliance for Vanguard in Asia.
He has 15 years' experience in the financial services industry, with global experience having worked in Hong Kong, Japan, the UK and Australia. Prior to joining Vanguard Matthew worked for Lazard Asset Management as the Head of Project Management in London, and Head of Legal and Compliance in Tokyo.
Matthew qualified as a lawyer with Baker & McKenzie in Sydney. He holds a BA/LLB from Bond University and a Masters of Applied Finance and Investment from the Financial Services Institute of Australasia. Matthew speaks and reads Japanese.
Lori Mighton | Head of Retail Investor Services
Topics: Vanguard's product and services offering for direct investors in the Australian retail market.
Lori Mighton is Head of Retail Investor Services at Vanguard Australia and a member of Vanguard's Australian executive team.
In this role, Lori is leading the implementation of our Retail Direct offer and will manage the channel going forward.
Prior to taking on her current role in January 2017, Lori served as Chief of Staff for Vanguard's International Division.
Since joining Vanguard in 2004, Lori worked in Vanguard's Institutional Division and Retail Investor Group, managing high-net-worth client relationships, supporting the Institutional business, and helping to manage business transformation within Vanguard's Brokerage Division. She also spent several years in Vanguard Financial Advisor Services, where she managed the delivery of the group's thought leadership business strategy.
Lori holds a Bachelor of Arts from West Chester University and an MBA from Saint Joseph's University.
Kim Petersen | Chief Information Officer, Asia Pacific
Topics: Vanguard's information technology systems.
Kim Petersen is Chief Information Officer, Asia Pacific for Vanguard and a member of the Australian Executive Team.
In this role in this role, Kim is responsible for the delivery of technology solutions for Vanguard’s Asia Pacific’s businesses, as well as IT governance, innovation, and technology strategy.
Prior to commencing this role in January, 2019, Kim gained over 20 years of Information Technology experience in roles held across the automotive industry, and most recently her role as IT Infrastructure and Operations Manager at Jetstar Australia where she lead the teams in charge of end user computing, service management, data centre and cloud, networks, and cyber security operations.
Kim holds a Bachelor of Information Technology from Swinburne University and a Masters of Business Administration and Management from RMIT.
Rebecca Pope | Head of Intermediary
Topics: Vanguard's product and service offering to financial advisers, portfolio construction
Rebecca Pope is Head of Intermediary for Vanguard in Australia.
In this role, Rebecca is responsible for leading the sales strategy and the team responsible for the distribution of Vanguard's managed funds and exchange traded fund products to intermediaries.
Prior to taking on her current role in February 2017, Rebecca held the roles of Sales Excellence and Planning Manager, where she developed the strategy and vision for the learning functions and business planning for Distribution, and Marketing Manager, where she was responsible for the development and management of both the adviser and retail channel marketing strategies.
Before joining Vanguard in August 2009, Rebecca had over ten years' experience in Marketing, both in Australia and the United Kingdom. Her most recent role was Head of Marketing and Communications with Viento Group Limited.
Rebecca holds a Bachelor of Business.
Evan Reedman | Head of Product and Marketing
Topics: Vanguard's Product and Marketing strategies
Evan Reedman is Head of Product and Marketing and a member of Vanguard Australia's Executive team.
In this role, Evan leads the teams responsible for the development, management and promotion of Vanguard's range of managed and exchange traded funds.
Prior to taking on his current role, Evan was National Manager Asset Consultants, where he was responsible for managing Vanguard's relationship with key institutional investment consultants.
Evan has extensive experience in the investment industry, and prior to joining Vanguard he held the roles of Head of Consultant Relations Asia Pacific at Credit Suisse Asset Management, Director, Lifecycle Strategies at QIC, and Consultant and Head of Portfolio Construction Research at JANA Investment Advisers.
Evan holds a Bachelor of Business with First Class Honours from QUT and was awarded the QUT University Medal for Academic Excellence in 2004. Evan is a Fellow of the Financial Services Institute of Australasia, a Graduate Member of the Australian Institute of Company Directors, a member of the Investment Management Consultants Association and holds a voluntary position as Director of Melbourne East Disability Advocacy.
Daniel Reyes CFA | Principal, Head of Investments, Asia-Pacific and Head of Investment Strategy Group (ISG), Asia-Pacific
Topics: Vanguard's investment management and strategy in the Asia-Pacific region
Daniel Reyes is a Principal, Head of Investments, Asia-Pacific and Head of Investment Strategy Group (ISG), Asia-Pacific, based in Vanguard's Melbourne office.
In this role, Daniel leads Vanguard's experienced team of investment management and strategy professionals in Australia and Asia.
Prior to taking on his role in October 2017, Daniel was based in Vanguard's Malvern office in the Investment Strategy Group with responsibility for the team's support of Vanguard's advised solutions. The Investment Strategy Group is Vanguard's research and client-facing team that develops asset allocation strategies and conducts research on the capital markets, global economy, portfolio construction and other related investment topics.
Daniel joined Vanguard in 2004 and has held several roles spanning Vanguard Institutional Advisory Services®, the Fixed Income Portfolio Management Group, Human Resources, the Retail division and Vanguard's Education Savings business.
Before joining Vanguard, he worked for Towers Perrin in their Executive Compensation consulting practice.
Daniel holds a Bachelor's degree in Economics with concentrations in finance and management from the University of Pennsylvania's Wharton School. He also earned an MBA from the Kellogg School of Management at Northwestern University. He is a CFA® charterholder.
Michael Roach | Head of Quantitative Equity Group, Australia
Topics: Vanguard's Quantitative Equity products, active funds management
Michael Roach is a portfolio manager and Australia regional head in Vanguard's Quantitative Equity Group (QEG). Michael's primary responsibility is the oversight of the portfolio management and trading functions operated through QEG's Australia office.
Michael started at Vanguard in 1998. During his tenure, he has worked on investment product development, manager search and oversight, corporate strategy, and risk management.
Michael is a member of the CFA Institute and earned a M.S. in finance from Drexel University and a B.S. in business administration with a concentration in finance from Bloomsburg University of Pennsylvania.
Damien Sherman | Head of ETF Capital Markets
Topics: Vanguard's range of managed and exchange-traded funds (ETFs), product development approach, ETF industry growth and trends
Damien Sherman is Head of ETF Capital Markets within Vanguard's Australian Investment Management team.
In this role, he is responsible for secondary market liquidity for the ETF product suite, as well as the implementation of new ETFs. He oversees the ETF Capital Markets team, who are responsible for market maker and authorised participant relationships for Vanguard, along with managing the ETF trading and support service Vanguard offers to clients.
Since joining Vanguard in 2011, Damien has played an important role in key elements of Vanguard's product expansion including product selection, design and implementation.
Prior to joining Vanguard, Damien worked in identity management for Australia Post and for Elsevier, a scientific publishing company based in Amsterdam.
Damien holds a Bachelor's Degree in Economics and Finance, a Graduate Diploma in Applied Finance, and a Masters of Applied Finance from Monash University.
Tim Sparks | Senior Key Account Manager - Broking and Wealth Management
Topics: Vanguard's range of exchange-traded funds (ETFs).
Tim Sparks is a Senior Key Account Manager, Broking and Wealth Management, with Vanguard Australia. In this role, Tim is responsible for growing Vanguard's sales distribution through providing support and partnership to key clients in broking and wealth management.
Tim joined Vanguard's Sydney office in 2013 in the Key Accounts Team, where he also contributes to initiatives and projects across the broader business, including ETF education and implementation.
Tim has more than 15 years' experience in the financial services industry, having worked for Barclays Global Investors as a Sales Strategist for its ETF product suit, and prior to that as a Syndication Manager for Commonwealth Bank of Australia's Equity Capital Markets Team where he helped companies list or raise capital on the Australian Stock Exchange. Tim was also part of CBA's Investor Education Team.
Tim holds a Diploma in Business and a Diploma in Financial Markets, and he is currently a candidate in the University of New South Wales' Executive MBA program.
Matthew Tufano | Economist
Topics: Australia’s economic and market trends.
Matthew Tufano is an Economist within Vanguard’s Australian Investment Strategy Group, and serves on the Global Economics Group.
In this role, Matthew is responsible for developing investment methodology and publishing proprietary research on topics in investment management.
Prior to taking on this role, Matthew was based in Vanguard’s Malvern office as a junior economist and then in 2017, as an economist covering US economics and currency.
Matthew joined Vanguard in 2013 after being accepted into the Vanguard Accelerated Development Program, a 15-month rotational program through client-facing, project-based, and investment management roles.
Matthew holds a Bachelor of Arts (Cum Laude) in Economics and a Secondary in Music from Harvard University.
Qian Wang | Chief Economist
Topics: Economic and market trends in the Asia Pacific region.
Qian Wang is a Senior Economist for Vanguard in Asia and a member of Vanguard's global Investment Strategy Group. Her focus is on contributing to Vanguard's global thought leadership through research on markets, the economy and investment strategies.
Before joining Vanguard, Ms. Wang worked on macro research and strategic development at a sovereign wealth fund based in Asia. Before that, she was the Chief China Economist and Head of Greater China Macro Research at JP Morgan. Ms. Wang also spent three years as a full-time Assistant Professor in the business school of The Chinese University of Hong Kong. Her research on China's capital markets and corporate finance has been published in top-tier academic journals, such as the Journal of Accounting and Economics, the Journal of Development Economics, and Applied Economics.
Ms. Wang earned a PhD in business administration from Stanford University, an MA in economics from Duke University and a BA in international economics from Peking University.
Ashley Warmbrand | Head of Legal & Compliance
Topics: Vanguard Australia's approach to regulatory compliance.
Ashley Warmbrand is the Head of Legal & Compliance for Vanguard Australia.
In this role, he is also a member of Vanguard's Australian Executive team, and sits on the Vanguard Australia board as Company Secretary.
Prior to joining Vanguard in October 2016, Ashley worked at National Australia Bank, where he held a range of senior legal and governance roles since joining the bank in 2008.
He has more than 15 years' experience in the financial and professional services sectors, including roles at Herbert Smith Freehills, Clarendon Lawyers and Centro Properties Group.
Ashley holds a Bachelor of Laws (Honours), and a Bachelor of Commerce from the University of Melbourne, and was admitted as a barrister and solicitor of the Supreme Court of Victoria and High Court of Australia in 2000.
Rachel White | Product Strategy Manager
Topics: Vanguard’s product strategy and ethically conscious offering.
Rachel White is a Product Strategy Manager for Vanguard Australia.
In this role, Rachel leads the team responsible for researching and developing new products and solutions for the Australian business. Rachel held a similar role in Vanguard’s U.K. business based in London for two years.
Prior to joining Vanguard in August, 2015, Rachel gained experience in the financial services industry holding product and strategy roles at organisations such as PM Capital Limited and National Australia Bank.
Rachel holds a Bachelor of Commerce from the University of Melbourne and is a CFA Charterholder.
Matt Willis | Head of Institutional
Topics: Vanguard's product and service offering to financial advisers, portfolio construction.
Matt Willis is National Sales Manager, Adviser Sales with Vanguard Australia. Matt joined Vanguard in 2008 and, prior to being appointed to his current role in January 2014, was Regional Sales Manager for the Northern region.
Prior to joining Vanguard, Matt spent five years with Skandia as a Business Development Manager and he also worked in the United Kingdom for five years with Mellon Funds Management and Goldman Sachs.
Matt holds a Bachelor of Commerce and Masters of Marketing.
With more than AUD $6.4 trillion in assets under management as of 31 March 2018, including more than AUD $1.1 trillion in ETFs, Vanguard is one of the world's largest global investment management companies. In Australia, Vanguard has been serving financial advisers, retail clients and institutional investors for more than 20 years.