Suggestions
William Puggini, CFA
Senior Portfolio Specialist, Financial Advisor Services at Vanguard
William Puggini, CFA, serves as a Senior Portfolio Specialist at Vanguard, specifically within the Financial Advisor Services division. He has built a strong career in finance and investment management, leveraging his expertise to support financial advisors and their clients.
Education
- Bachelor's Degree: University of Arizona, Eller College of Management.
Professional Experience
- Current Role: Senior Portfolio Specialist at Vanguard, focusing on providing investment solutions and insights to financial advisors.
- Previous Experience: Worked as an Investment Consultant at Vanguard, where he honed his skills in client engagement and investment strategy.
Contributions
Puggini is actively involved in discussions around investment strategies, including growth versus value investing. He has participated in webinars and conferences to share his insights on market trends and investment approaches.
Location
He is based in Scottsdale, AZ.
For more detailed information about his professional background, you can view his LinkedIn profile here .1
Get intro to William
Add to my network
Location
Scottsdale, Arizona, United States
People also viewed
LLAWRENCE SHAGRIN
Private Equity - Partner
Gregory Davis
President and Chief Investment Officer at Vanguard
Sean Sullivan
Chief Financial Officer at Learning.com
Mutual Connections
See who you know in common with William
Clay can make mistakes, so please verify responses. Data is from public sources. Trademarks are property of their respective owners.
People also viewed
LLAWRENCE SHAGRIN
Private Equity - Partner
Gregory Davis
President and Chief Investment Officer at Vanguard
Sean Sullivan
Chief Financial Officer at Learning.com
Mutual Connections
See who you know in common with William