Vanguard Taps Ex-Fidelity Executive Joanna Rotenberg to Lead …
1 day ago · Joanna Rotenberg, who was most recently president at Fidelity’s personal investing unit, will join Vanguard in January to lead the new business, the firm said in a statement Monday.
Vanguard Doubles Down on Financial Advice, Hires Ex-Fidelity …
Vanguard is putting renewed emphasis on growing its financial advice business. On Thursday, the company said it has hired former Fidelity executive Joanna Rotenberg to lead a new advice and wealth ...
Vanguard adds 2 execs as Salim Ramji continues to reshuffle …
1 day ago · Vanguard Group CEO Salim Ramji has announced two new hires as part of a reshuffling of the investment management giant’s senior ranks. Joanna Rotenberg, who left rival Fidelity Investments last ...
Vanguard to Establish New Advice & Wealth Management …
Vanguard announced it will establish a new Advice & Wealth Management division focused on enhancing a range of capabilities to improve outcomes for its clients. Industry veteran Joanna Rotenberg will join Vanguard in January 2025 to lead the new division as a managing director and a member of the firm’s senior leadership team.
Vanguard taps Fidelity veteran Joana Rotenberg for wealth and …
1 day ago · Rotenberg joined Fidelity in 2021 as president of personal investing, where she oversaw the needs of more than 20 million US investors and managed a team of over 30,000 associates. Earlier in her ...
Vanguard Taps Ex-Fidelity Exec to Lead New Advice and Wealth …
1 day ago · On Thursday, the company said it has hired former Fidelity executive Joanna Rotenberg to lead a new advice and wealth management division which oversees more than $900 billion in assets.
Vanguard hires Canadian wealth management executive Joanna Rotenberg …
1 day ago · Ms. Rotenberg’s hiring is part of a restructuring led by Vanguard’s new chief executive officer, Salim Ramji, who is also Canadian. Mr. Ramji was hired from rival BlackRock Inc., where he ran ...
Vanguard Launches New Advice and Wealth Management Division
18 hours ago · Vanguard is launching a new advice and wealth management division headed by industry veteran Joanna Rotenberg. She will join Vanguard from Fidelity in January 2025 and lead the new division as a ...
Personal Investing Head Joanna Rotenberg to Leave Fidelity
Dec 18, 2023 · News broke over the weekend that Joanna Rotenberg, a head of Fidelity's personal investing business, is leaving the firm after a busy two-year tenure in which she helped oversee the partition...
Joanna Rotenberg is departing Fidelity Investments after only
Dec 16, 2023 · Joanna Rotenberg is departing Fidelity Investments after only two years, writing that she traveled 20,000 miles and successfully split her retail division into wealth and brokerage units.
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