Kimberly Ann Stockton
Analyst-Equity at The Vanguard Group, Inc.
Profile
Ms. Kimberly A.
Stockton is a Senior Manager & Investment Research Analyst at The Vanguard Group, Inc. She has served in research roles since 2002, working on portfolio construction solutions and the development of new products, tools, services, and strategies.
Her topics have included pension plan investment strategies, commodities, passive investing, and tactical asset allocation.
Ms. Stockton also has been a relationship manager for large institutional clients at Vanguard.
Earlier in her career, she worked for Peter Imlay & Associates, an investor relations firm.
She earned a B.A.
in economics from the University of California at Berkeley and an M.B.A.
from Villanova University.
Kimberly Ann Stockton active positions
| Companies | Position | Start |
|---|---|---|
The Vanguard Group, Inc.
 The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Analyst-Equity | 1996-01-31 |
Training of Kimberly Ann Stockton
| University of California, Berkeley | Undergraduate Degree |
| Villanova University | Masters Business Admin |
Experiences
Positions held
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Private companies
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1st degree companies
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Linked companies
| Private companies | 1 |
|---|---|
The Vanguard Group, Inc.
The Vanguard Group, Inc. Investment ManagersFinance The Vanguard Group, Inc. (VGI) is an independent registered investment advisor and mutual fund manager headquartered in Malvern, Pennsylvania. The firm was founded in 1975 by John Bogle. In 1976, they introduced the first indexed mutual fund, the First Index Investment Trust (now known as the Vanguard 500 Index Fund), to individual investors. VGI provides investment advisory services to Vanguard family of funds and Vanguard's non-US clients, which are comprised of the following: (1) funds established as trusts under the laws of the Province of Ontario in Canada and (2) separate account clients of Vanguard's international subsidiaries. | Finance |
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