Influencing Capital Allocation with Karin Risi

Barry speaks with Karin Risi, who spent 27 years at Vanguard, the
world’s 2nd largest asset manager. She has reported directly to
the past four CEOs of VG. Risi formulated enterprise-level
strategy, drove client and revenue growth, oversaw talent
development, and influenced capital allocation for the $10
trillion investment firm serving 50 million investors
globally.
Risi led the firm’s $2.5T AUM Personal Investor business from
2015 to 2020; she also helped to create and drive the firm’s
growth in Personal Advisors, a group that currently manages 350
billion in client assets. She has also handled Corporate crisis
comms, M&A, and strategic partnerships.


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