Steve Holman
Principal and Head of IIG Client Success Program Office
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Steve Holman
Principal and head of the Institutional Investor Group Client Success Program Office
Steve Holman is principal and head of the Institutional Investor Group Client Success Program Office, a team tasked with managing the implementation of strategic changes to Vanguard's retirement business. Prior to this role, he served as head of Vanguard Retirement Plan AccessTM, a comprehensive suite of retirement plan services for defined contribution plans under $20 million. Since joining at Vanguard in 2004, Mr. Holman has served in leadership roles in Institutional Sales Operations, Portfolio Review Department, Flagship Services®, Insurance Services, and IRA Services, and, in his first role at Vanguard, was a project manager in Corporate Strategy.
Mr. Holman was the co-lead for the Vanguard Black Professional Network for five years and also led the crew campaign for the United Way in 2012. Mr. Holman has earned a B.A. in english from Georgetown University and an M.B.A.in finance from The Wharton School of the University of Pennsylvania. He holds FINRA Series 7, 63, and 24 licenses.
