Joanna Rotenberg

Director/Board Member at

Sinai Health System (Canada)

Finance

Commercial Services

Consumer Services

Profile

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.

Joanna Rotenberg active positions

Companies	Position	Start
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	Director/Board Member	-
Sinai Health System (Canada) Sinai Health System (Canada) Hospital/Nursing ManagementHealth Services Operates general hospitals	Director/Board Member	-
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.	Portfolio Manager-Equities	01/01/2025

All active positions of Joanna Rotenberg

Former positions of Joanna Rotenberg

Companies	Position	End
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	Director/Board Member	-
The Mount Sinai Hospital The Mount Sinai Hospital Miscellaneous Commercial ServicesCommercial Services Operates as a non profit hospital	Director/Board Member	-

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Linked companies

Private companies	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