Colleen Jaconetti

Areas of Expertise: retirement income, portfolio construction, tax-efficient investing

Website: www.vanguard.com

Twitter Feed: @Vanguard_Group

Topics Presented in Speeches: retirement income (including withdrawal order, spending strategies and total return versus income), portfolio construction, tax-efficient investing, best practices for portfolio rebalancing, asset location

Email: online@vanguard.com

Biography:
Colleen Jaconetti is a senior investment analyst in Vanguard Investment Strategy Group. She is part of the team responsible for establishing and overseeing the investment philosophy, methodology, and portfolio construction strategies used to support Vanguard’s advisory services, products, and strategies. Jaconetti’s areas of expertise include portfolio construction and financial planning, with specialization in retirement planning topics, retirement income solutions and wealth management strategies.

Prior to her current role, Jaconetti spent three years in Vanguard Personal Financial Planning and Vanguard Advice Services, creating and reviewing financial plans for Vanguard clients and developing advice products and services. Jaconetti has more than 20 years of experience in the financial services industry. She holds the CPA and CFP designations and earned a B.A. in mathematics and an MBA from Lehigh University.