Kaitlyn Caughlin, CFA, CFP in

Kaitlyn Caughlin, CFA, CFP

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Principal, Head of Vanguard Enterprise Strategy & Transformation at Vanguard
📍 Malvern, Pennsylvania, United States

Kaitlyn Caughlin is a Principal at Vanguard, serving as Head of Enterprise Strategy & Transformation and Chief of Staff to the CEO. With nearly twenty years at the firm, she has an extensive background in risk management, investment product oversight, and driving high-impact strategic initiatives. She holds an MBA from MIT Sloan and is a CFA and CFP professional.

Outside of her core responsibilities, Kaitlyn is passionate about leadership and education. She recently returned to her alma mater, MIT Sloan School of Management, to teach a seminar on effectively managing senior stakeholders. Her work often involves international travel and collaboration with global teams, particularly in Europe.

She serves as a Non-Executive Director on the Vanguard Irish Funds Board, highlighting her involvement in global governance.

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Experience
18 Years
Current Role
Principal, Head of Vanguard Enterprise Strategy & Transformation
Job Level
Mid-senior
Location
Malvern, Pennsylvania, United States
Personality Overview

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Priorities

Topics Kaitlyn cares about

Enterprise Transformation
Her current role focuses on integrating strategy and execution for Vanguard's highest-impact initiatives, overseeing the firm's corporate strategy and business transformation teams.
AI-Driven Strategy
Recently highlighted evaluating AI-driven transformation as a key topic during a business trip to London and Dublin, indicating it's a current area of strategic focus.
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Career

Work history

6-2025
Principal, Head of Vanguard Enterprise Strategy & Transformation
Vanguard
8-2024 - 6-2025
Principal, Global Risk and Security
Vanguard
12-2021 - 8-2024
Principal, Chief Risk Officer for Investment Management Division
Vanguard
3-2020 - 12-2021
Principal, Global Head of Investment Product
Vanguard
3-2018 - 3-2020
Principal, Head of Product Management
Vanguard
In the press

Media appearances

The Vanguard Group – Executive Bio, Top Executives, and Transitions – Kaitlyn Caughlin. Featured in Equilar ExecAtlas
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Education
2010 - 2012
Master of Business Administration (MBA)
MIT Sloan School of Management
2003 - 2007
B.A.
Pomona College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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