Joanna Rotenberg

Joanna Rotenberg is a senior executive who has worked across all facets of the financial services industry. As Managing Director of Advice & Wealth Management at Vanguard, Joanna is a member of Vanguard’s senior leadership team, responsible for helping clients at all age and wealth levels ensure they are on track to reach their investment goals. Before joining Vanguard, Joanna was President of Personal Investing at Fidelity Investments, serving the needs of U.S. investors across wealth management and advisory, retirement, brokerage, insurance, and digital advice. Joanna also served on Fidelity’s senior executive team and as executive sponsor of Fidelity’s Women’s Leadership Group. Prior to Fidelity, Joanna spent more than a decade at BMO Financial Group. At BMO, Joanna acted as BMO’s Head of Strategy and Chief Marketing Officer, before becoming Group Head, BMO Wealth Management. Her role at BMO provided retail and institutional clients across North America, EMEA and Asia with a range of wealth management, asset management, and insurance solutions. Joanna was also a member of BMO’s Executive Committee for almost a decade. Prior to BMO, Joanna was a Partner with McKinsey & Company and a leader in McKinsey’s North American financial services practice. She is an alumni of the University of Toronto, with a combined JD/MBA degree, and is a member of the New York Bar. Joanna was named one of the 100 Most Influential Women in U.S. Finance by Barron's, one of Canada's Most Powerful Women by the Women’s Executive Network, and a Women in Capital Markets Champion of Change for her driving positive change for diversity and inclusion. Joanna serves as Treasurer to the Board of Directors of Sinai Health System. She was the 2020 Chair of the Major Individual Gifts Cabinet for United Way of Greater Toronto. She is also a member of the Rotman Dean’s Advisory Board, a part of the University of Toronto.