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Information broke over the weekend that Joanna Rotenberg, a head of Constancy’s private investing enterprise, is leaving the agency after a busy two-year tenure through which she helped oversee the partition of the private investing enterprise into two distinct entities — Constancy Wealth and Constancy Brokerage.
Rotenberg, who joined Constancy from BMO in September 2021 and took over the function from long-time Constancy government Kathleen Murphy, confirmed the information in a submit on her private LinkedIn web page, noting she can be leaving at 12 months finish.
Within the submit, Rotenberg says Constancy’s $4 billion private investing phase has reached an essential milestone with this reorganization, and he or she says the brand new positioning will assist the agency serve clients with a spread of distinctive wants.
“Amid this re-organization, I’ve chosen to go away Constancy at year-end,” Rotenberg mentioned. “It was a choice that felt proper for me and well timed for the enterprise. … I’m actually pleased with what we’ve achieved … throughout my time main the group. We’ve helped hundreds of thousands of shoppers navigate their monetary wants throughout a spread of life levels.”
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