William Puggini, CFA, is an investment strategist and ETF specialist with over 17 years of experience in translating capital markets insights into actionable strategies. As a senior investment strategist at Vanguard, they led initiatives at the intersection of investment acumen and sales enablement, while also building high-impact teams and tools utilized by thousands of financial advisors. A founding member of the Portfolio Analytics group, William transformed it into a proactive driver of advisor engagement and co-architected the Senior Investment Strategist role to enhance product fluency and market insight. Education was completed at the University of Arizona’s Eller College of Management with a bachelor's degree. Looking ahead, they aim to leverage their expertise in wealth management and investment team leadership.
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