Janna Rosenberg

Janna Rosenberg, CPFA is a Senior Financial Advisor and Portfolio Manager at Merrill Lynch Wealth Management in Summit, New Jersey.

In managing her practice, Janna seeks to provide a lifelong collaboration by assisting clients in getting their financial house in order, helping them follow through on their financial commitments, bringing objectivity to avoid emotionally driven decisions in money matters, and preparing them for all life’s transitions.

Janna has worked in the financial industry since 1998:  working across large global organizations as well as smaller private investment firms.  Immediately prior to joining Merrill in 2016, she had served as Investment Director at JPMorgan Investment Management Global Multi-Asset Solutions. Janna uses her in-depth knowledge of professional money management and traditional and alternative investments* across various asset classes to recommend efficient and diversified portfolios. Her guidance, however, goes above and beyond portfolio recommendations: with the ability to draw upon Merrill's award-winning global research resources and Bank of America's cash management, credit and lending, she covers all aspects of clients' financial lives. Her practice has developed through word of mouth and client referrals, as she customizes solutions for every family.   

Janna received her Master’s of Business Administration in Finance from New York University Stern School of Business and her Bachelor’s in Mathematics from Ivan Franko National University of Lviv, Ukraine.

She speaks Russian and Ukrainian.



*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.

*Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized. BofA Global Research is equity research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofA Global Research does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision.

*Institutional Investor magazine announced BofA Global Research as one of the Top Global Research Firms in 2022 based on surveys held throughout the year. The magazine creates rankings of the top research analysts in a wide variety of specializations, drawn from the choices of portfolio managers and other investment professionals at more than 1,000 firms. BofA Global Research is research produced by BofA Securities, Inc (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Learn more about the methodology at Institutional Investor. Rankings and recognition from Institutional Investor are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement.