10 Vanguard marketing leaders
Head of Brand Strategy & Insights, Head of Wealth Management Marketing, Head of Brand Media and Head of Cash Plus Marketing are among the titles held today by these ten Vanguard marketing leaders. A reader can learn how marketing leaders work at Vanguard from people who have held the role.
Professionals to explore
Brandon Shockley
LinkedInExperience: Head of Endurance Marketing · Vanguard
Brandon Shockley has been Head of Endurance Marketing at Vanguard since July 2025. Shockley was Head of Brand Strategy at Vanguard from 2023 to 2025 and Head of Investor Research & Insights there from 2022 to 2023, and held research roles at 160over90 including Vice President Market Research from 2021 to 2022.
Christine Fagan
LinkedInExperience: Head of Cash Plus Marketing · Vanguard
Christine Fagan has been Head of Cash Plus Marketing at Vanguard since January 2025. Fagan's profile says the work helped scale Vanguard Cash Plus to over half a million accounts. Fagan was Vice President Digital Marketing at Hamilton Lane from 2021 to 2025 and Digital Marketing Director at Main Line Health from 2011 to 2018.
Dan Harley
LinkedInExperience: Head of Brand Strategy & Insights · Vanguard
Dan Harley has been Head of Brand Strategy & Insights at Vanguard since January 2026. Harley was Head of Participant Marketing from 2024 to 2025, Head of Participant Advice Adoption from 2021 to 2024 and Head of Retail Marketing Strategy from 2016 to 2020, all at Vanguard.
Kathryn Condon
LinkedInExperience: Principal, Global Chief Marketing Officer · Vanguard
Kathryn Condon became Principal, Global Chief Marketing Officer at Vanguard in January 2026. Condon was EVP, Head of Marketing, Wealth and Brokerage at Fidelity Investments from 2022 to 2025 and SVP, Head of Marketing Channels and Emerging Platforms at Fidelity from 2015 to 2022.
Kimberly Cerato
LinkedInExperience: Head of Wealth Management Marketing · Vanguard
Kimberly Cerato has been Head of Wealth Management Marketing at Vanguard since September 2022. Cerato was Head of Digital Advisor & Self-Directed Growth Marketing at Vanguard in 2022 and Senior Manager, Digital Advisor Marketing there from 2019 to 2022, and served as CMO at B.GOOD from 2017 to 2018.
Kristina Matusik
LinkedInExperience: Senior Director, Advice & Wealth Management Marketing · Vanguard
Kristina Matusik became Senior Director, Advice & Wealth Management Marketing at Vanguard in April 2026. Matusik was Director, Advice & Wealth Management at Vanguard from 2021 to 2026 and Senior Manager, Digital Advice Growth Marketing there from 2019 to 2021, following marketing roles for Vanguard investment products and brokerage.
Patrick Ward
LinkedInExperience: Director, Institutional Marketing · Vanguard
Patrick Ward has been Director, Institutional Marketing at Vanguard since January 2025. Ward was Vice President of Marketing, Formula.Monks at Monks from 2023 to 2024, and at Rootstrap was Director of Marketing (Head of Marketing) from 2019 to 2021 and Vice President of Marketing from 2021 to 2023.
Russell Messner
LinkedInExperience: Principal, Chief Marketing Officer, Financial Advisor Services · Vanguard
Russell Messner has been Principal, Chief Marketing Officer, Financial Advisor Services at Vanguard since April 2025. Messner was Principal, Global Head of Brand at Vanguard from 2020 to 2024, and earlier worked as General Manager, Tech & FiServ at Edelman from 2017 to 2020 and Global Managing Director at Ogilvy from 2012 to 2017.
Sarah Graziano
LinkedInExperience: Head of Brand Media · Vanguard
Sarah Graziano has been Head of Brand Media at Vanguard since April 2021. Graziano was Associate Media Director - Snacks at The Campbell's Company from 2020 to 2021 and Manager - Global Media there from 2017 to 2019, with earlier global media and analytics roles at Campbell's.
Sarah Mueller Gieringer
LinkedInExperience: Head of Performance Marketing, Vanguard Workplace Solutions · Vanguard
Sarah Mueller Gieringer has been Head of Performance Marketing, Vanguard Workplace Solutions at Vanguard since June 2025. Gieringer was Head of Endurance Marketing, Vanguard Workplace Solutions from 2023 to 2025, and held SVP, Sales Activation, Marketing & Operations, FIS Impact Ventures at FIS from 2020 to 2024 and Head of Global eCommerce Marketing at Worldpay from 2018 to 2020.
Choose the right perspective
Match the person's area, such as brand strategy and media, advice and wealth management, workplace solutions, financial advisor services or institutional marketing, to the decision you face. Check when each person's current role started and where they worked before it to judge how their view applies to your question.
Questions to take into the conversation
- 01What did you change first when you took on your marketing role at Vanguard, and why?
- 02How do you balance brand building against marketing aimed at getting existing clients to adopt a new product or service?
- 03What has your own work taught you about measuring whether marketing changes how investors behave?
Reaching Vanguard marketing leaders
How can I contact one of these Vanguard marketing 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 25, 2026. Being listed here doesn't mean someone has agreed to take calls.
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Can an AI agent ask one of these Vanguard marketing leaders a question?
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. Claude and ChatGPT can do the same through the Instant Expert connector: setup is at /docs/mcp for Claude and /docs/chatgpt for ChatGPT. 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.