Kaitlyn Holmes in

Kaitlyn Holmes

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Principal, Global Head of Investment Management Service at Vanguard
📍 Greater Philadelphia, United States

Kaitlyn is a driven leader at Vanguard, currently serving as the Principal and Head of Investment Product for Personal Investor. Her career is marked by a uniquely holistic experience in investment management, spanning strategy, operations, product execution, and distribution. She holds an MBA from Saint Josephs University and has completed a leadership program at The Wharton School.

Outside of her direct responsibilities, Kaitlyn shows a strong interest in broader industry engagement, having participated in programs with SIFMA and SII. She is passionate about team building and mentorship, often posting about hiring new leaders and sharing sentiments about the importance of helping others advance in their careers.

She has led the strategy and launch of new cash products for Vanguards individual investors, featuring competitive APYs and heightened FDIC insurance.

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Experience
23 Years
Current Role
Principal, Global Head of Investment Management Service
Job Level
Senior
Location
Greater Philadelphia, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Kaitlyn cares about

Investment Product Strategy
Her current role focuses on defining and executing the investment product strategy for Vanguard's direct, individual investors, ensuring the fund and ETF lineup meets their needs.
Cash Management Innovation
She previously led a cross-functional team to launch new cash management products and savings account alternatives for Vanguard's personal investors.
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Career

Work history

9-2024
Principal, Global Head of Investment Management Service
Vanguard
11-2022 - 9-2024
Principal, Head of Cash Management and Investment Product, Personal Investor
Vanguard
1-2021 - 11-2022
Head of Cash Management, Personal Investors
Vanguard
5-2018 - 12-2020
Head of Product Implementation, Portfolio Review Department (PRD)
Vanguard
12-2016 - 5-2018
Department Head, Fund Financial Services
Vanguard
In the press

Media appearances

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Education
2017 - 2017
Leadership
The Wharton School
2012 - 2014
Master of Business Administration (M.B.A.)
Saint Joseph's University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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