Press

Coverage of work I’ve led at Vanguard FAS — including Expert Insights, Vanguard’s AI-powered portfolio analysis tool for advisors, which launched on April 9, 2026.

• Barron's

  Apr 9, 2026

  Vanguard's new AI tool for advisors (opens in a new tab)

  Headlined Barron's Advisor Daily Newsletter on launch day.

• The Daily Upside

  Apr 9, 2026

  Forget AI assistants — Vanguard's new tech helps manage client portfolios (opens in a new tab)

  First to publish on launch day. Included in The Daily Upside's Advisor Upside newsletter, which reaches roughly 110,000 advisors.

• InvestmentNews

  Apr 9, 2026

  Vanguard gives advisors an AI portfolio analyst with Expert Insights launch (opens in a new tab)

• Citywire

  Apr 9, 2026

  Vanguard piloting AI-powered portfolio analysis tool (opens in a new tab)

• ThinkAdvisor

  Apr 9, 2026

  Vanguard rolls out AI portfolio tool for advisors (opens in a new tab)

• Financial Advisor Magazine

  Apr 9, 2026

  Vanguard Advisor Services debuts AI tool for portfolio analysis (opens in a new tab)

• PLANADVISER

  Apr 9, 2026

  Vanguard launches AI-powered portfolio analysis tool (opens in a new tab)

• WealthManagement.com

  Apr 9, 2026

  Vanguard launches AI tool for portfolio analysis (opens in a new tab)