Iuliana (Juliana) Robinson

Vice President, Private Client Advisor

Professional Profile

Juliana Robinson is a Vice President and Private Client Advisor with Bank of America Private Bank in Manchester, New Hampshire. Since joining the Private Bank in 2012, she has held several positions of increasing responsibility – delivering the firm’s extensive resources to a diverse, high-net-worth clientele in New Hampshire.

Today, Juliana and her team work closely with clients distinguished for their accomplishments and aspirations. Many are successful business owners – women and men for whom growing their enterprise is a key priority. Others are medical professionals and administrators whose distinct needs she appreciates from a previous position she held at a Bank of America branch inside Dartmouth Hitchcock Medical Center. Juliana also serves and connects art collectors in the area and cares about bringing visibility to local artisans.

Juliana focuses on helping each client identify and prioritize their financial goals and addressing complex issues pertaining to multi-generational wealth. One role she finds especially rewarding is educating clients of all ages and backgrounds. Her mission is to help them gain the financial acumen required to tackle financial challenges and decisions with discipline and awareness of their overall financial picture.

Prior to joining Bank of America Private Bank in 2012 (formerly U.S. Trust), Juliana worked for several large corporations in Europe and the United States. Over the past eleven years, she has been privileged to serve an accomplished, high-net-worth clientele in the Upper Valley.

Juliana was raised and educated in Romania and Italy – and earned a Bachelor of Business Administration degree from the Bucharest University of Economic Studies. Juliana is multi-lingual and fluent in Romanian. She currently serves on the New Hampshire Humanities Board and also volunteers in teaching financial literacy to local college and high school students. An avid traveler, she enjoys visiting Europe with her family.

ORGANIZATIONS

  • New Hampshire Humanities Council - Board member

EDUCATION

  • Bucharest University of Economic Studies

LANGUAGES

  • Romanian

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Andrea L Carlin

Private Client Manager

617.434.0751

Michael B MacDonald

Portfolio Manager

603.647.7655

Carol A Harrington

Senior Trust Officer

603.647.7603

Matthew D Simpson

Portfolio Manager

207.253.7405

Key Contacts

Dineen M DePaolo

Private Bank Senior Associate

603.647.7606

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.