William Puggini

About William Puggini

I am a CFA charterholder and investment strategist with 17+ years of experience translating capital markets insight and portfolio theory into practical, high-impact strategies. At Vanguard, I’ve led at the intersection of investment acumen, sales enablement, and product positioning, consulting with thousands of financial advisors across every major asset class and distribution channel. My core strength lies in bridging the gap between deep technical expertise and practical application. Whether guiding advisors through portfolio construction, enabling sales teams with competitive intelligence, or presenting macro insights to a room of CFAs, I aim to make complex investment ideas not only accessible, but actionable. Throughout my tenure, I’ve helped build and scale two foundational functions within Vanguard. As a founding member of the Portfolio Analytics group, I grew the team substantially and redefined its role from a reactive service unit to a proactive driver of advisor engagement. Later, I co-architected the Senior Investment Strategist role, creating a forward-facing offering grounded in product fluency, market insight, and tactical consultation. In both cases, I led efforts to establish processes, mentor talent, and position the team as a force multiplier across the enterprise. My work is both strategic and entrepreneurial, shaping how we think about investment implementation, building advisor tools used by thousands, and equipping sales professionals to lead with value. I’ve authored market-facing content, hosted firmwide forums, and driven business wins totaling billions of dollars in new assets. Areas of Expertise ETF & Active Fund Strategy Portfolio Construction & Optimization Cross-Asset Product Positioning Competitive Intelligence Thought Leadership & Market Insight Client Education Mentoring & Talent Development Team Building Career Highlights Led development and rollout of a scalable advisor engagement model adopted across national teams. Designed factor-based tools used by 10K+ advisors monthly. Delivered thought leadership and educational presentations in one-on-one and one-to-many settings. Maintained NPS of 9.5+ over a decade of client and stakeholder engagements. Built two high-impact teams from inception, including defining structure, strategy, and scalable delivery. Looking ahead, I’m excited to apply this blend of investment acumen, entrepreneurial execution, and people-first leadership in roles spanning wealth management, ETF strategy, product enablement, and investment team leadership.

Experience

1. Senior Investment Strategist

   Vanguard

   Sep 2018 — Present · Scottsdale, AZ

Education

• University of Arizona, Eller College of Management

  Bachelor's

  2004 — 2008

Skills

• Analysis
• Financial Services
• Microsoft Excel
• Bloomberg
• Microsoft Office
• Leadership
• Finance
• Asset Allocation
• Morningstar Direct
• Mutual Funds
• Factset
• Portfolio Management
• Excel
• Etfs
• Investments
• Financial Analysis
• Capital Markets
• Financial Modeling