RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

Vanguard Group's econo-RIA chief will now report to her CEO as unit hits $5 billion, gains steam

Bill McNabb wants a direct line to Karin Risi as Vanguard Personal Advisor Services hits $5 billion of AUM

Tuesday, March 10, 2015 – 7:13 PM by Brooke Southall
Admin:
0 Comments
no description available
Karin Risi's 18-year Vanguard tenure got afterburners when she made the firm's de novo RIA zoom.

Related Moves

Jason Wenk raises $50 million from Vanguard Group and others, and Altruist may soon overtake Pershing's No. 3 RIA custodian spot, the Altruist founder asserts

The Los Angeles founder's disruption blitz involves a mobile-first Robinhood feel and a plug-and-play outsourcing one-stop-shop -- a sweet combination, except that it may not lure many big RIAs, analysts say.

May 20, 2021 – 3:22 AM

Karin Risi, who built $170-billion Vanguard Personal Advisor Services, takes new role and Matt Benchener is taking her spot as head of US retail for the $6.3 trillion manager

Risi now heads planning and still directly reports to CEO Tim Buckley and her 34 year-old understudy, Benchener gets her job at year's end.

December 4, 2020 – 2:56 AM



RIABiz Directory

The Industry Sourcebook for RIAs

   |    LISTING


RIABiz Directory sponsored by:

Directory Sponsor Logo