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Name | Title | Since | Until |
---|---|---|---|
Grace Boraas | - | 2023 | Now |
Biography | Grace Boraas, Portfolio Manager at Vanguard. She has been with Vanguard since 2013, and has co-managed the Fund since October 2023. Education: B.S., Stetson University. | ||
James M. D'Arcy | Portfolio Manager | 2011 | Now |
Biography | James M. D’Arcy, CFA, Portfolio Manager at Vanguard. He has worked in investment management since 1996, has managed investment portfolios since 1999, has been with Vanguard since 2011. Prior to this, James D'Arcy is a director and senior portfolio manager for Columbia Management focusing on tax-exempt and crossover short duration accounts. In addition, he manages two short-term funds and various short-term separate accounts and is responsible for developing tax-exempt strategies for Columbia Management’s tax-exempt liquidity strategies group. Mr. D'Arcy joined Columbia Management in 1999 and has been a member of the investment community since 1996. Prior to joining Columbia Management, Mr. D'Arcy worked on the fixed-income trading desk at Wells Capital Management. Mr. D'Arcy received his B.A. in economics from the University of Colorado at Boulder. He holds the Chartered Financial Analyst designation. In addition, he is a member of the CFA North Carolina Society and the National Federation of Municipal Analysts. | ||
Marlin G. Brown | Portfolio Manager | 2008 | 2012 |
Biography | Marlin G. Brown, Portfolio Manager at Vanguard. He has worked in investment management for Vanguard since 1996, has managed investment portfolios since 2007, and has managed the Limited-Term Tax-Exempt Fund since 2008. Education: B.S., University of Virginia. | ||
John M. Carbone | Portfolio Manager | 2004 | 2008 |
Biography | John M. Carbone, Principal of Vanguard. He has managed investment portfolios since 1991, has been with Vanguard since 1996, and has managed theCalifornia Municipal Money Market Fund since 2011. Education: B.S., Babson College; M.B.A., Southern Methodist University. | ||
Reid Smith | Portfolio Manager | 2002 | 2004 |
Biography | Reid Smith, CFA is lead portfolio manager responsible for the day-to-day management of the Funds. Mr. Smith is a Vice President and Senior Portfolio Manager with the Adviser. He has served as a portfolio manager of the Funds since August 23, 2021. He has over 30 years of fixed income portfolio management experience with an extensive background in municipal bond portfolio management. Mr. Smith was a Financial Advisor/Investments at Stifel from September 2020 to August 2021. Prior to that, Mr. Smith was CIO/Director at Ziegler Capital Management – BPG Group from November 2015 to July 2019. Mr. Smith began his career in portfolio management with the Adviser in 1986. Mr. Smith also worked as a Principal/Senior Portfolio Manager at Vanguard Group from 1992 to 2009 and as Head of the Barclays Wealth Fixed Income Group from 2011 to 2015. Mr. Smith is a Chartered Financial Analyst and a graduate of the University of Hawaii at Manoa, Shidler School of Business, where he received both his Bachelors and Master degrees in business administration. | ||
Ian A. MacKinnon | - | 1986 | 2003 |
Christopher W. Alwine | Portfolio Manager | 2000 | 2002 |
Biography | Christopher Alwine, CFA®, is a principal and head of the Municipal Bond Group at Vanguard. He joined Vanguard in 1990 and has more than 20 years of investment experience. Mr. Alwine leads a team of 30 investment professionals who manage more than $90 billion in client assets and 12 municipal bond funds. He has served in multiple roles throughout his career in the Fixed Income Group, including trading, portfolio management, and credit research. His portfolio management experience spans both taxable and municipal markets, as well as active and index funds. | ||
Danine Mueller | Portfolio Manager | 1996 | 2000 |
Biography | Mueller is a portfolio manager with the Vanguard Group, her employer since 1985. | ||
Reid Smith | Portfolio Manager | 1992 | 1996 |
Biography | Reid Smith, CFA is lead portfolio manager responsible for the day-to-day management of the Funds. Mr. Smith is a Vice President and Senior Portfolio Manager with the Adviser. He has served as a portfolio manager of the Funds since August 23, 2021. He has over 30 years of fixed income portfolio management experience with an extensive background in municipal bond portfolio management. Mr. Smith was a Financial Advisor/Investments at Stifel from September 2020 to August 2021. Prior to that, Mr. Smith was CIO/Director at Ziegler Capital Management – BPG Group from November 2015 to July 2019. Mr. Smith began his career in portfolio management with the Adviser in 1986. Mr. Smith also worked as a Principal/Senior Portfolio Manager at Vanguard Group from 1992 to 2009 and as Head of the Barclays Wealth Fixed Income Group from 2011 to 2015. Mr. Smith is a Chartered Financial Analyst and a graduate of the University of Hawaii at Manoa, Shidler School of Business, where he received both his Bachelors and Master degrees in business administration. | ||
David E. Hamlin | Managing Director | 1986 | 1992 |
Biography | Hamlin is a managing director and team leader of the tax exempt fixed income team at Putnam Investments, his employer since August 1998. Previously, he served as principal with Vanguard Group from 1986 to 1998 and as assistant vice president and portfolio manager with Provident Institutional Management Corporation from 1984 to 1986. He has more than 17 years of investment experience. David holds the Chartered Financial Analyst designation. |
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