person● Verified · SEC records
Joanna Rotenberg
In PWD coverage since September 9, 2026 · 1 story
Career record
currentIAVANGUARD MARKETING CORPORATION
currentIAVANGUARD ADVISERS, INC.
PWD coverage
Features
Vanguard's trillion-dollar rollover pipeline
The $4.6 billion Altruist deal gives the $11 trillion retirement giant a direct line to the RIAs who capture its participants' rollover balances — and a $3,600 AI planner to help them.