Joanna Rotenberg — Group Head of BMO Wealth Management at Bank Of Montreal

Ms. Joanna Rotenberg has been the Group Head of BMO Wealth Management at Bank of Montreal since June 2015. Ms. Rotenberg has been Group Head of Wealth Management of BMO Financial Group since November 1, 2016. She served as Head of Strategy at Bank of Montreal (also known as BMO Financial Group) at BMO Capital Trust II from June 10, 2013 to June 2015. Ms. Rotenberg served as the Chief Marketing Officer at Bank of Montreal from June 10, 2013 to June 2015. She also served as the Senior Vice President of Office of Strategic Management at Bank of Montreal (Also known as BMO Financial Group) since July 2010. She is accountable for building strategic capability across all businesses globally and strengthening the linkages between strategic plans, financial targets and business plans to help BMO Financial Group meet its growth targets and achieve its vision of being BMO Financial Group that defines great customer experience. Ms. Rotenberg joined BMO Financial Group in July 2010. Prior to joining BMO, she was a Partner with McKinsey & Company's Toronto office since 2001. At McKinsey, she served as a leader within McKinsey's Financial Services practice, serving clients within the banking, insurance and wealth and asset management spheres. She also led McKinsey's North American retirement initiative. She is active within the Toronto community as a Member of the Patient Quality and Safety Committee for the Mount Sinai Hospital Board. She is also a member of the New York Bar. Ms. Rotenberg received her combined JD/MBA degree from the University of Toronto and BA from the University of Western Ontario.