Joel Dickson

Joel Dickson Email and Phone Number

Global Head of Advice Methodology at Vanguard @ Vanguard
Valley Forge, PA
Joel Dickson's Location
West Chester, Pennsylvania, United States, United States
Joel Dickson's Contact Details
About Joel Dickson

I am an experienced investment executive leading teams focused on improving investors' long-term financial outcomes through beneficial wealth management approaches. I believe investment and financial success is best achieved through “total portfolio management”: combining investment outcomes with a focus on predictable, long-term relationships that can greatly enhance investment success, like savings, cash flow modeling, investment vehicle choice, costs, and taxes. I regularly provide analysis and commentary as one of Vanguard’s external voices for clients, regulators, and public relations positioning issues on tax-efficient investing, retirement savings strategies, and ETF industry and product issues.

Joel Dickson's Current Company Details
Vanguard

Vanguard

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Global Head of Advice Methodology at Vanguard
Valley Forge, PA
Website:
vanguard.com
Company email:
privacy@vanguard.com
Joel Dickson Work Experience Details
  • Vanguard
    Global Head Of Advice Methodology
    Vanguard Nov 2017 - Present
    Valley Forge, Pa, Us
    My team oversees all investment and wealth management methodology development for Vanguard’s advice programs whose end consumers are individual investors.
  • Vanguard
    Principal, Head Of Investment R&D
    Vanguard Jun 2014 - Oct 2017
    Valley Forge, Pa, Us
    Leading a team of investment professionals looking to find and develop innovative investment products and solutions for investors to meet their long-term goals. Not focused on the here and now or incremental approaches, but rather emerging and next-generation solutions that could be the wave of the future. Some of our tools: Emerging academic research, DeLoreans with flux capacitors. Our motto: Poke the bear.
  • Vanguard
    Principal, Senior Investment Strategist
    Vanguard Jan 2011 - Jun 2014
    Valley Forge, Pa, Us
    ETF Thought Leadership. Develop original research on topics of interest for clients and business. Provide written and verbal analyses for multiple outlets (e.g., web articles, blogs, client presentations) on ETF investment issues. Position Vanguard’s ETF offerings and competitive positioning for wholesaling force, external clients, and industry/public relations efforts. Assist with product development strategy and implementation.
  • Vanguard
    Principal, Head Of Active Quantitative Equity
    Vanguard Jan 2007 - Dec 2010
    Valley Forge, Pa, Us
    Managed the research and portfolio management teams for more than $20 billion of active quantitative equity strategies across 17 portfolios. Set research priorities and portfolio management strategies, positioned our capabilities with clients and consultants, developed new investment products, and attracted and developed team members.
  • Vanguard
    Principal, Head Of Active Quant Portfolio Management
    Vanguard Jun 2002 - Dec 2006
    Valley Forge, Pa, Us
    Managed the research and portfolio management teams for more than $10 billion of active quantitative equity strategies across 17 portfolios. Set research priorities and portfolio management strategies, positioned our capabilities with clients and consultants, developed new investment products, and attracted and developed team members.
  • Vanguard
    Principal, Senior Portfolio Review Analyst
    Vanguard Jan 1999 - Jun 2002
    Valley Forge, Pa, Us
  • Vanguard
    Senior Portfolio Review Analyst
    Vanguard Feb 1996 - Dec 1998
    Valley Forge, Pa, Us
  • Clarifi - Lifelong Financial Literacy
    Board Member
    Clarifi - Lifelong Financial Literacy Nov 2007 - Jun 2018
    Philadelphia, Pennsylvania, Us
    Clarifi is the non-profit agency that helps people secure and identify their most important assets. Clarifi has nearly 50 years of history in helping people overcome financial challenges. We have 13 offices throughout the Greater Philadelphia region, where more than half a million people have taken positive action toward achieving Lifelong Financial Literacy.
  • Federal Reserve Board
    Staff Economist
    Federal Reserve Board Aug 1994 - Feb 1996
    Washington, Dc, Us
    Analyzed and monitored mutual fund and private pension fund flows for Board publications and policy discussions by Division management. Briefed Board of Governors on pension issues and developments.

Joel Dickson Skills

Investments Mutual Funds Equities Asset Allocation Portfolio Management Finance Asset Management Financial Services Investment Strategies Fixed Income Alternative Investments Series 7 Hedge Funds Etfs Investment Management

Joel Dickson Education Details

  • Stanford University
    Stanford University
    Economics
  • Washington University In St. Louis
    Washington University In St. Louis
    Economics And Mathematics

Frequently Asked Questions about Joel Dickson

What company does Joel Dickson work for?

Joel Dickson works for Vanguard

What is Joel Dickson's role at the current company?

Joel Dickson's current role is Global Head of Advice Methodology at Vanguard.

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What schools did Joel Dickson attend?

Joel Dickson attended Stanford University, Washington University In St. Louis.

What skills is Joel Dickson known for?

Joel Dickson has skills like Investments, Mutual Funds, Equities, Asset Allocation, Portfolio Management, Finance, Asset Management, Financial Services, Investment Strategies, Fixed Income, Alternative Investments, Series 7.

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Joel Dickson's colleagues are Md Anowar Ullah, Tyler Park, Matthew Wright, Nnamdi Ojiego, Ramu M, Mitchell Rehling, Mba, Parvatha Natarajan.

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