![Joanna Rotenberg](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Joanna Rotenberg
Directeur/Membre du Conseil chez
Sinai Health System (Canada)
Profil
Ms. Joanna Rotenberg is a Managing Director at Vanguard Fiduciary Trust Co., a Member at New York State Bar Association and a Treasurer & Director at Sinai Health System (Canada).
She is on the Board of Directors at Sinai Health Foundation and Sinai Health System (Canada).
Prior to joining Vanguard, Ms. Rotenberg was President of Personal Investing and Wealth Management at Fidelity Investments and a member of Fidelity’s executive management team.
She also spent over a decade at BMO Financial Group, where she was Group Head of BMO Wealth Management, providing wealth and asset management solutions to clients across North America, EMEA, and Asia, and a member of BMO’s executive committee.
She started her career as a Partner at McKinsey & Company and a leader in their North American financial services practice.
Ms. Rotenberg serves on the board of directors of Sinai Health System in Toronto.
She holds a J.D./M.B.A. from the University of Toronto and is a member of the New York State Bar Association.
Postes actifs de Joanna Rotenberg
| Sociétés | Poste | Début |
|---|---|---|
New York State Bar Association
 New York State Bar Association Miscellaneous Commercial ServicesCommercial Services Operates as a bar association | Corporate Officer/Principal | - |
Sinai Health Foundation
 Sinai Health Foundation Investment Trusts/Mutual FundsMiscellaneous Operates as a non-profit charitable organization that provides philanthropic support services | Directeur/Membre du Conseil | - |
Sinai Health System (Canada)
 Sinai Health System (Canada) Hospital/Nursing ManagementHealth Services Operates general hospitals | Directeur/Membre du Conseil | - |
Vanguard Fiduciary Trust Co.
 Vanguard Fiduciary Trust Co. Investment ManagersFinance VFTC recommends asset allocation strategy and investment choices are based on long-term financial goals and not on short-term investment performance. When making recommendations, the firm evaluates a stock portfolio’s mix of active management and index approaches and its exposure to large-, mid-, and small-cap stocks, to growth and value stocks, and to US and international companies. For bond portfolios, VFTC evaluates the mix of short-, intermediate-, and long-term bonds, along with the mix of US Treasury, government agency, and corporate securities, as well as international bonds. They also evaluate certain alternative investment portfolios, including market-neutral funds and real estate investment trusts. | Gestionnaire de Portefeuille-Actions | 01/01/2025 |
Anciens postes connus de Joanna Rotenberg
| Sociétés | Poste | Fin |
|---|---|---|
BMO Financial Group, Inc.
 BMO Financial Group, Inc. Investment Banks/BrokersFinance Provides fund management services | Corporate Officer/Principal | 01/10/2021 |
| BANK OF MONTREAL | Corporate Officer/Principal | 01/10/2021 |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a management consulting firm | Corporate Officer/Principal | 01/07/2010 |
BMO Nesbitt Burns Corp. Ltd.
 BMO Nesbitt Burns Corp. Ltd. Investment Banks/BrokersFinance Engages in providing security brokerage, underwriting and investment advisory services | Directeur/Membre du Conseil | - |
The Mount Sinai Hospital
 The Mount Sinai Hospital Miscellaneous Commercial ServicesCommercial Services Operates as a non profit hospital | Directeur/Membre du Conseil | - |
Formation de Joanna Rotenberg
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
93
Relations au 1er degré
11
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 11 |
|---|---|
Bank of Montreal
 Bank of Montreal Major BanksFinance Provides national banking services | Finance |
Vanguard Fiduciary Trust Co.
Vanguard Fiduciary Trust Co. Investment ManagersFinance VFTC recommends asset allocation strategy and investment choices are based on long-term financial goals and not on short-term investment performance. When making recommendations, the firm evaluates a stock portfolio’s mix of active management and index approaches and its exposure to large-, mid-, and small-cap stocks, to growth and value stocks, and to US and international companies. For bond portfolios, VFTC evaluates the mix of short-, intermediate-, and long-term bonds, along with the mix of US Treasury, government agency, and corporate securities, as well as international bonds. They also evaluate certain alternative investment portfolios, including market-neutral funds and real estate investment trusts. | Finance |
McKinsey & Co., Inc.
McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a management consulting firm | Commercial Services |
BMO Financial Group, Inc.
BMO Financial Group, Inc. Investment Banks/BrokersFinance Provides fund management services | Finance |
University of Toronto
 University of Toronto Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Western Ontario
 University of Western Ontario Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Mount Sinai Hospital
The Mount Sinai Hospital Miscellaneous Commercial ServicesCommercial Services Operates as a non profit hospital | Commercial Services |
New York State Bar Association
New York State Bar Association Miscellaneous Commercial ServicesCommercial Services Operates as a bar association | Commercial Services |
BMO Nesbitt Burns Corp. Ltd.
BMO Nesbitt Burns Corp. Ltd. Investment Banks/BrokersFinance Engages in providing security brokerage, underwriting and investment advisory services | Finance |
Sinai Health System (Canada)
Sinai Health System (Canada) Hospital/Nursing ManagementHealth Services Operates general hospitals | Health Services |
Sinai Health Foundation
Sinai Health Foundation Investment Trusts/Mutual FundsMiscellaneous Operates as a non-profit charitable organization that provides philanthropic support services | Miscellaneous |
