News | 09.21.21
Fidelity Taps BMO’s Joanna Rotenberg to Head $4 Trillion Personal Investing Business
Fidelity Investments appointed Joanna Rotenberg to head its personal investing business. She will succeed Kathy Murphy. Rotenberg comes to Fidelity from Canada’s BMO Financial Group, where she served since 2016 as head of the company’s wealth management group. Fidelity’s personal investing business oversees more than $4 trillion in assets, including those held in brokerage and individual retirement accounts.
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