Industry leader Joanna Rotenberg will step into the role of managing director in January 2025, becoming part of Vanguard’s ...

Joanna Rotenberg, who left rival Fidelity Investments last year, has been tapped to lead Vanguard's new advice and wealth management division beginning in January. Vanguard said advice and wealth ...

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.

On Monday, Vanguard announced it's creating a new advice and wealth management division to be led by Fidelity alum Joanna Rotenberg, who's coming on board as managing director and a member of ...

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's existing advice ...

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 ...

As part of an effort to grow its advice business, Vanguard has created a new advice and wealth management division and hired former Fidelity executive Joanna Rotenberg to lead it. At Fidelity ...

VALLEY FORGE, Pa., Dec. 9, 2024 /PRNewswire/ -- Vanguard today announced it will establish a new Advice & Wealth Management division focused on enhancing a range of capabilities to improve ...