Sep 24
Fidelity Taps New Leader for $4T Personal Investing Division by Jeff Berman - ThinkAdvisor
What You Need to Know
- Joanna Rotenberg of BMO is to join Fidelity as the new head of its $4.1 trillion personal investing division.
- She is succeeding Kathy Murphy, who announced earlier she is stepping away from her role before the end of this year.
- Rotenberg will move to Fidelity from BMO in November.
Fidelity Investments has appointed Joanna Rotenberg as the new head of its $4.1 trillion personal investing division, effective in early November.
Rotenberg is succeeding Kathy Murphy, who earlier this year announced the decision to step away from her role before the end of the year.
Rotenberg joins Fidelity from Toronto-based BMO Financial Group, where she has been group head of BMO Wealth Management since November 2016, according to her LinkedIn profile.
