Wealth management
10 Vanguard finance leaders
These ten current and former Vanguard finance leaders have held director-level and above finance roles at Vanguard, including the CFO and global corporate controller posts, FP&A leadership, business line finance director roles and financial control for the Irish entity. A reader can learn how finance leaders work at Vanguard from people who have held the role.
Professionals to explore
01—10Anthony Schloss
LinkedInExperience: Finance Director - Advice and Wealth Management · Vanguard
Finance Director - Advice and Wealth Management at Vanguard since June 2025; a highlight says the role provides financial support to the newly formed Advice and Wealth Management division. Anthony Schloss was also Finance Director for Personal Investor (2023–2025) and the Institutional Investment Group (2018–2023) at Vanguard, and held finance director roles at Aramark.
Carolyn Lewis
LinkedInExperience: Former Finance Director Profitable Growth Expense Management · Vanguard
Former Finance Director Profitable Growth Expense Management at Vanguard (2019–2023). Carolyn Lewis previously held vice president roles in group FP&A, US finance and specialty pharma business development at BTG plc (2010–2017) and Director, Pricing Strategy at AstraZeneca (2006–2010).
Cindy Lewis, CPA, MBA
LinkedInExperience: Head of FP&A, Financial Advisor Services · Vanguard
Head of FP&A, Financial Advisor Services at Vanguard since April 2025, tagged at head level in finance and accounting. Cindy Lewis previously held Partner, Chief Financial Officer at Coho Partners LTD (2021–2025) and Chief Financial Officer and Chief Compliance Officer at Valley Forge Capital Management (2020–2021).
Conor Coady (FCCA)
LinkedInExperience: Finance Director - Financial Control, Ireland · Vanguard
Finance Director - Financial Control, Ireland at Vanguard since January 2025, after serving as Financial Controller there (2021–2024) and Assistant Financial Controller (2020–2021). A highlight says Conor Coady is responsible for end-to-end statutory and regulatory reporting for VGIL and manages a team of six finance professionals.
Emma Barker
LinkedInExperience: Director of Finance · Vanguard
Director of Finance at Vanguard since July 2019, based in Dublin; a highlight says the role is Finance Director, Vanguard Group (Ireland) limited, and the headline gives European Corporate Controller & Head of Tax, Europe. Emma Barker previously held Vice President, European Funds Administration at PIMCO (2011–2016) and senior manager roles at PwC.
John Bendl
LinkedInExperience: Managing Director, Chief Financial Officer · Vanguard
Managing Director, Chief Financial Officer at Vanguard since July 2025. John Bendl has held a series of principal-level finance roles at Vanguard, including Head of FP&A and Enterprise Strategic Services (2024–2025), International Division CFO (2021–2024), Funds CFO & Chief Accounting Officer (2019–2021) and Chief Accounting Officer, Controller and Treasurer (2016–2019).
John Oberlies
LinkedInExperience: Former Director of Financial Planning and Analysis · Vanguard
Former Director of Financial Planning and Analysis at Vanguard (2016–2023) and Head of IT & Shared Services FP&A there since September 2025. John Oberlies also lists Chief Financial Officer at Vanguard Australia (2023–2025) and earlier worked as a financial analyst at Vanguard and Energy Plus Company.
Karen Proietti
LinkedInExperience: Global Corporate Controller · Vanguard
Global Corporate Controller at Vanguard since March 2026. At Vanguard Karen Proietti was also Head of Corporate Accounting Operations (2025–2026), Head of Corporate Financial Reporting and Accounting Policy (2019–2026) and Head of Corporate Accounting Policy (2017–2019), and the profile lists Managing Director, Accounting Policy at Charles Schwab (2015–2017).
Philip Morrash, CMA
LinkedInExperience: Senior Director Finance · Vanguard
Senior Director Finance at Vanguard since May 2026, after holding finance director roles there from 2020. A highlight describes Philip Morrash as specializing in FP&A leadership, strategic planning and financial reporting at the enterprise, business unit and international levels, and in advising CEOs, CFOs and boards.
Stan Bryan
LinkedInExperience: Senior Finance Director - Brokerage, Product, Distribution · Vanguard
Senior Finance Director - Brokerage, Product, Distribution at Vanguard since June 2025. At Vanguard Stan Bryan was also Senior Finance Director - Brokerage & Investments (2022–2025), Finance Director - Brokerage & Investments (2019–2022) and Finance Director - Client Services and Sales (2017–2018), and a highlight mentions more than 15 years of FP&A expertise.
Choose the right perspective
Pick the person whose Vanguard finance role matches your question, such as enterprise finance and the CFO view, corporate accounting and reporting, FP&A for a business line, or finance for an international entity. Check each person's dates to see whether their Vanguard experience is current or from an earlier period.
Questions to take into the conversation
- 01How do you organize FP&A teams around business lines at a large asset manager?
- 02What does a corporate controller team own versus the business line finance directors?
- 03How do finance teams for international entities work with the central finance group?
Reaching Vanguard finance leaders
How can I contact one of these Vanguard finance leaders?
Pick one of the 10 people on this page and choose "Book a paid call", or describe your project to find others. You offer a fee for a 15-minute call or a written answer, Instant Expert finds the person's work email and sends the invitation, and they decide whether to accept. The list covers 1 company: Vanguard, based on profile data retrieved on October 15, 2026. Being listed here doesn't mean someone has agreed to take calls.
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Yes. An agent with a USDC wallet on Base can ask one question without an Instant Expert account. It names the person, for example by the LinkedIn URL on this page, and pays per ask over x402 (HTTP 402). The person answers in writing or by voice note, and if nobody answers within 7 days, the payment goes back to the wallet automatically. x402 docs
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot; roles marked former had ended by then. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
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