Wealth management
10 Vanguard operations leaders
These ten current and former Vanguard operations leaders have held head of operations roles, including global investment operations, brokerage, transfer agency and ETF operations and regional teams in Canada, the UK and EMEA. A reader can learn how operations leaders build and run their teams in investment management companies.
Professionals to explore
01—10Carolyn Sherry
LinkedInExperience: Principal, Head of Transfer Agency Operations · Vanguard
Former Principal, Head of Transfer Agency Operations at Vanguard (2024) and former Head of Transfer Agency Operations at Vanguard (2021–2024); the profile says the person led a team of 150 experts to deliver TA services to clients and trading partners. Principal, US Head of Middle Office and Transfer Agency at Vanguard since August 2024.
Jodi Miller
LinkedInExperience: Officer, Head of Global Investment Operations & Services · Vanguard
Officer, Head of Global Investment Operations & Services at Vanguard since August 2022. Former Officer, Head of Client Services and Operations (Retail Investor Group) (2020–2022) and former Officer, Head of Strategic Support (Retail Investor Group) (2018–2020) at Vanguard, and former Partner at McKinsey & Company (2014–2018).
Laura Holloway
LinkedInExperience: Head of Global ETF Operations at Vanguard · Vanguard
Head of Global ETF Operations at Vanguard since December 2021, an operations role at head level according to the profile. The profile also lists Manager of ETF Administration (since 2018) and Senior Derivatives Analyst (since 2013) at Vanguard with no end dates shown.
Lisa Christie
LinkedInExperience: Head of Operations · Vanguard
Head of Operations at Vanguard since August 2013, an operations role at head level according to the profile; the profile headline describes the role as Head of Operations, Vanguard Investments Canada, based in Toronto. Former Vice President Operations at BluMont Capital (2001–2013).
Martin Ware
LinkedInExperience: EMEA Head of Counterparty Operations and Global Owner of Trade Management · Vanguard
EMEA Head of Counterparty Operations and Global Owner of Trade Management at Vanguard since April 2024, based in London. Former Head of EMEA Operations - Global Investment Operations - Vanguard (2021–2024) and former Head of IOps Service EMEA - Global IOps - Vanguard (2020–2021), both at Vanguard.
Mary Lincoln-Antoniou
LinkedInExperience: Head of Operations, UK Personal Investor · Vanguard | UK & Europe
Head of Operations, UK Personal Investor at Vanguard | UK & Europe since April 2026, and Head of Risk, Controls & Oversight there since July 2025. Former Head of Operations Oversight (2022–2025) and former Head of Client Optimisation (2019–2022) at Vanguard | UK & Europe.
Matt Tretter
LinkedInExperience: Principal, Head of Brokerage Operations, Personal Investor · Vanguard
Principal, Head of Brokerage Operations, Personal Investor at Vanguard since November 2025; the profile says the role is responsible for clearance and settlements, asset servicing, corporate actions, credit and margin lending, securities lending, and tax and cost basis reporting. Former Head of Brokerage Operations, Personal Investor at Vanguard (2022–2025).
Michael Davison
LinkedInExperience: Head of Business Operations · Vanguard
Former Head of Business Operations at Vanguard (2023–2025), and Head of US Asset Servicing at Vanguard since January 2025; the profile says that role is accountable for ETF Operations, Corporate Actions, Reconciliations and Investment Book of Record for Vanguard's US Funds and ETFs. Former Head of Operational Success at Vanguard (2020–2021).
Riaz Abdul
LinkedInExperience: Head of Operations · Vanguard
Head of Operations at Vanguard since September 2022, an operations role at head level according to the profile. Former Chief Operations Officer and Digital Transformation Lead at AIG (2020–2022), and former SVP - Operations, Innovation and Continuous Improvement (2017–2020) and former Senior Vice President Of Global Operations (2015–2017) at Chubb.
Sean Kennedy
LinkedInExperience: Head of Investment Operations, EMEA & Global Head of Operational Governance and Regulatory Reporting · Vanguard
Former Head of Investment Operations, EMEA & Global Head of Operational Governance and Regulatory Reporting at Vanguard (2019–2023), and former Head of Investment Operations, EMEA at Vanguard (2017–2019). Head of Investment Operations at FIS since November 2024, and former Director at Alpha FMC (2023–2024).
Choose the right perspective
Match the person to the operation behind your question, since brokerage and transfer agency leaders know investor accounts and settlement while investment operations leaders know fund trading, servicing and reporting. Check each role's dates and region before asking how that part of Vanguard runs today.
Questions to take into the conversation
- 01How does a large fund company organize clearance, settlement and asset servicing for individual investor accounts?
- 02What does a transfer agency operation need to serve clients and trading partners at scale?
- 03How should an investment operations team split work between global functions and regional teams?
Reaching Vanguard operations leaders
How can I contact one of these Vanguard operations 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 2 companies: Vanguard and Vanguard | UK & Europe, based on profile data retrieved on October 7, 2026. Being listed here doesn't mean someone has agreed to take calls.
How much does it cost to reach Vanguard operations leaders?
You choose the offer, starting at $5 per person. It includes Instant Expert's 20% fee, so an offer that pays the person $100 costs you $125. You're charged only when the person books the call or sends the answer.
What if they don't reply?
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About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot and may describe past or present roles. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
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