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Joanna Rotenberg

Practice Management > Building Your Business > Leadership

Personal Investing Head Joanna Rotenberg to Leave Fidelity

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News broke over the weekend that Joanna Rotenberg, a head of Fidelity’s personal investing business, is leaving the firm after a busy two-year tenure in which she helped oversee the partition of the personal investing business into two distinct entities — Fidelity Wealth and Fidelity Brokerage.

Rotenberg, who joined Fidelity from BMO in September 2021 and took over the role from long-time Fidelity executive Kathleen Murphy, confirmed the news in a post on her personal LinkedIn page, noting she will be leaving at year end.

In the post, Rotenberg says Fidelity’s $4 billion personal investing segment has reached an important milestone with this reorganization, and she says the new positioning will help the firm serve customers with a range of unique needs.

“Amid this re-organization, I have chosen to leave Fidelity at year-end,” Rotenberg said. “It was a decision that felt right for me and timely for the business. … I’m really proud of what we’ve accomplished … during my time leading the organization. We’ve helped millions of customers navigate their financial needs across a range of life stages.”

Rotenberg adds that Fidelity is enjoying “great momentum” and “growth in our core wealth, brokerage and retirement businesses.”

Moving forward, Tom Jessop will be at the helm of Fidelity Brokerage, while Roger Stiles will lead Fidelity Wealth.

Pictured: Joanna Rotenberg 


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