Unveiling Joanna Rotenberg's Rise: From Fidelity's Leader to Vanguard's Wealth Navigator

From Fidelity to Vanguard: Redefining the Financial Landscape Joanna Rotenberg, a visionary leader in the field of finance, has made significant contributions throughout her career. After two decades at Fidelity, where she led the personal investing division and revolutionized the retail arm, Rotenberg joined Vanguard as the Managing Director and Head of the Advice and Wealth Management Division. Fidelity’s Guiding Light Rotenberg’s tenure at Fidelity Investments was transformative. She oversaw a division managing $4....

December 15, 2024 · 3 min · 536 words · Hazel Morrison