Douglas GrimSenior Investment Strategist, Investment Strategy Group at VanguardSpeaker
Profile
Douglas Grim, CFA, is a senior investment strategist in Vanguard Investment Strategy Group (ISG). He conducts research and gives speeches on issues related to portfolio construction, investment strategies, global market trends, and alternative investments. Before his current role, he was a senior investment consultant in Vanguard Institutional Advisory Services®. In that position, he provided asset allocation and portfolio construction recommendations, investment policy consulting, and capital markets research to defined benefit, endowment, and foundation clients. He also served as team leader responsible for assisting other consultants with all asset allocation and asset/liability studies conducted for clients. Prior to that role, he was a member of the relationship team serving nondiscretionary nonprofit clients with more than $30 million of assets invested at Vanguard.
Mr. Grim earned a B.S. in marketing from the University of North Carolina at Wilmington. He holds the Chartered Financial Analyst® designation and FINRA Series 6, 7, and 63 licenses. He is a member of the CFA Institute and the CFA Society of Philadelphia.