Speaker
Vaughn Bowman
CFA, CEO, MML Investor Services & Head of Wealth ManagementMassMutual
Vaughn Bowman, CFA, leads MassMutual Wealth Management, which operates via our network of 6,500+ MassMutual Financial Advisors and services over $250 Billion in client assets. Vaughn is responsible for the ongoing development and growth of Wealth Management through delivery of world-class investment, planning, lending and trust products and services. Currently, Vaughn is serving as Executive Mentor to the Armed Forces, Veterans and Families Business Resource Group.
Prior to joining MassMutual, Vaughn was Chief Operating Officer for Merrill Lynch’s Private Wealth Management, International, and Institutional divisions. While at Merrill, Vaughn also held positions as Head of Channel Management, responsible for strategic direction and investment product partnerships across Bank of America’s consumer bank, private bank, international and institutional client segments, and was Head of Managed Investment Strategies, leading the team responsible for up to $600B in managed investment advisory client assets. Prior to joining Bank of America, Vaughn spent 12 years in Morgan Stanley’s Wealth Management division, where he held a variety of positions in the areas of business management, product development, and platform development.
Vaughn earned a Bachelor of Arts degree with honors in English and American Literature from NYU and holds the Chartered Financial Analyst designation. He also graduated with honors from the US Army’s Command and General Staff College as well as the US Army Intelligence school and is a veteran of Operation Iraqi Freedom. In October 2023, Vaughn retired from Army Reserve duty as a Lieutenant Colonel with 22 years of service.
Outside of work, Vaughn enjoys travel, hiking, premier league soccer, chess, and poker whenever he can. Vaughn resides in White Plains, New York, with his wife, their daughter, two sons, and two dogs.