Michael A. DiJoseph, CFA in

Michael A. DiJoseph, CFA

Login to view DISC.
Advisory Research Director, Investment Advisory Research Center at Vanguard
📍 Wayne, Pennsylvania, United States

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.

Read the full overview →
Experience
6 Years
Current Role
Advisory Research Director, Investment Advisory Research Center
Job Level
Mid-senior
Location
Wayne, Pennsylvania, United States
Personality Overview

How Michael shows up

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.

Login to view personality overview.
Priorities

Topics Michael cares 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.
+5 more topics Login to view topics
Career

Work history

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

Media appearances

Help clients retire confidently in unstable markets. Featured in Vanguard – Advisor Insights
See now
Investors winning as a behavior gap shrinks. Featured in Vanguard – Market Perspective
+2 more appearances Login to view media
Education
2003 - 2007
BSBA
Villanova University
Social presence
in
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.

Login to view DISC.

Other Vanguard Employees

Explore more public profiles from related professionals.

Dale Brooksbank
Dale Brooksbank
Head of Equity Index Group, Europe
Vanguard
 Daniel Shrimski
Daniel Shrimski
Managing Director, Asia Pacific
Vanguard
 Nicole Broderick
Nicole Broderick
Event Planner Specialist
Vanguard
 Stacey C.
Stacey C.
Director, Finance Business Technology
Vanguard

More profiles

Discover additional public profiles from our index.

Mike Hodges
Mike Hodges
Vice President
iCapital
SD
Sabujima Devgoswami
Senior Manager- HR
HME
 Sircia Levitt
Sircia Levitt
Product Manager & Engineer
FinDash
 Shone Antony
Shone Antony
Employee Relations Specialist - APAC
SUSE
Unlock the full playbookSee exactly how to sell to Michael. Free, 10 seconds.