Michael A. DiJoseph, CFA

Collaborator
DISC Type : is

Advisory Research Director, Investment Advisory Research Center at Vanguard

Wayne, Pennsylvania, United States

Overview

Michael A. DiJoseph serves as the Advisory Research Director for Vanguards Investment Advisory Research Center. A CFA charterholder with a BSBA from Villanova University, he focuses on wealth management, behavioral coaching, and portfolio strategy, having published over 40 research papers and frequently speaking at industry events.

He is a founding member of Vanguard’s Investment Advisory Research Center and a key creator of the firms "Advisors Alpha" framework for client success.

Personality Overview

Appreciative

Consensus Builder

Good Listener

Scenarios where both sides can come out as winners appeal to them greatly.  They are more likely to opt for solutions that are proven in the market. Unlike D or C types, they are calm as well as friendly and can give the impression of being more receptive than they actually are.

Topics They Care About

Advisor's Alpha
He is a primary creator and advocate for this Vanguard framework, which quantifies the value of financial advice, and has published and spoken extensively on the topic.
Behavioral Coaching
A core theme in his research and public speaking, focusing on how advisors can guide client behavior to improve outcomes, especially during market volatility.
Human-centric Advice
Actively discusses the importance of the human element in financial advice, particularly in a world with increasing influence from AI.

Media Appearances

Help clients retire confidently in unstable markets. Featured in Vanguard – Advisor Insights

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Investors winning as a behavior gap shrinks. Featured in Vanguard – Market Perspective

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The Evolution of Vanguard Advisor's Alpha. Featured in Financial Planning Association of San Antonio (FPA) – Symposium Presentation

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Work History

3-2022
Advisory Research Director, Investment Advisory Research Center at Vanguard
6-2021 - 3-2022
Thought Leadership Director, Vice President at T. Rowe Price
11-2019 - 5-2021
Senior Advice Strategist at Vanguard
11-2019
Investment Strategist and Researcher at Vanguard

Education

2003 - 2007
BSBA from Villanova University

More Information

Social Presence :

Prographics :

Exp : 6 Location : Wayne, Pennsylvania, United States Job Level : Mid-senior Designation : Advisory Research Director, Investment Advisory Research Center at Vanguard
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Insights For Selling To Michael A.

During A Call Or A Meeting

DO's

  • Take time to make them feel comfortable before getting to the main pitch
  • Show genuine interest in solving their problems
  • Be visibly appreciative of their actions during your interactions

DONT's

  • Avoid unnecessary confrontation if it arises incidentally
  • Don’t push them to make decisions very fast, let them take their time
  • Don’t give the impression of being unproven or risky

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michael A. is

  • Relationships can play a major role, followed by low risk and strong market validation.
  • Will you ever get a clear answer from Michael A.

  • They are not very direct, and unlikely to say no to your face.

Insights For Deal Planning

    How fast (or slow) will Michael A. move?

  • They can take their time to make decisions, even if they are constantly involved and friendly.
  • Can Michael A. take some risk or not?

  • It is unlikely that they will take many risks.

You And Michael A.

Personality Compatibility


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