Colleen Jaconetti

Colleen Jaconetti, CPA, CFP®, 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. Ms. Jaconetti’s areas of expertise include portfolio construction and financial planning, with specialization in retirement planning topics, retirement income solutions, and wealth management strategies. Before her current role, Ms. 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. Ms. Jaconetti has more than 15 years of experience in the financial services industry. She earned a B.A. and an M.B.A. from Lehigh University.

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