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Head of Personal Wealth Management, BMO

Joanna Rotenberg v1FIRESIDE CHAT.
OCT. 27, 4:15 P.M., AUDITORIUM.

Joanna Rotenberg is Head of Personal Wealth Management at BMO Financial Group. She was appointed to this role in June 2015. Joanna leads BMO’s personal wealth businesses – BMO Nesbitt Burns, BMO InvestorLine and Private Banking in Canada, the U.S. and Asia. She is responsible for delivering a strategy that advances BMO through a focus on high-growth opportunities, strong collaboration, disciplined risk and regulatory adherence, and a consistently exceptional client experience. She also oversees BMO’s enterprise wealth planning capability.

Joanna joined BMO Financial Group in 2010. Prior to her current role she was BMO Financial Group’s Chief Marketing Officer and Head of Strategy. In that role, she helped guide BMO’s strategic decisions globally, brought BMO’s brand and marketing efforts to life through innovative campaigns, and built out BMO’s digital and analytic capabilities. She received one of George Brown College’s “5 to Watch” 2015 awards for her work in this role.

Prior to joining BMO, Joanna was a partner at McKinsey & Company’s Toronto office and a leader in McKinsey’s North American Financial Services practice, serving clients in wealth and asset management, banking and insurance. She also led McKinsey’s North American retirement and consumer research initiatives.

Joanna is active within the Toronto community as a member of the Board of Directors of Sinai Health System Foundation and the Resources Committee of the Board of Directors of the Sinai Health System. Additionally, she is a member of the Rotman Financial Services Advisory Board and a member of Ontario’s Panel on Economic Growth and Prosperity.
Joanna received her combined JD/MBA degree with distinction from the University of Toronto, and her BA with distinction from the University of Western Ontario. She is also a member of the New York Bar.

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