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.
Senior Vice President, Private Client Advisor
Jennifer Rosenbaum is a Senior Vice President and Private Client Advisor at Bank of America Private Bank in Boston, Massachusetts.
For the past two decades, Jennifer has served clients whose wealth, achievements and life challenges are all significant. In addition to generations of families, she works closely with successful business owners and entrepreneurs, active and retired corporate executives, and divorced women and men.
Jennifer believes that clients deserve a trusted advisor who accounts for goals they identify and aspects of their financial picture that demand a second look. Jennifer is devoted to helping clients discuss family dynamics – working to educate and empower when they may feel overwhelmed by difficult transitions (divorce, a business sale, retirement, etc.).
In striving for frequent conversations with clients that revolve around interests – not just finances – Jennifer seeks to explore what inspires and concerns clients. With this foundation of understanding, Jennifer sets the stage for her team to craft strategies that aim to bring meaningful results in areas that include wealth structuring, cash flow planning for liquidity events, trust and estate planning, customized credit and banking, strategic philanthropy, and investment management.
Before joining Bank of America, Jennifer spent 18 years at BNY Mellon as a senior wealth manager, where she also led the family law practice group in New England. Jennifer holds a bachelor’s degree from The Pennsylvania State University and an M.B.A. from Boston University. She is a board director and chairs the Resource Development Committee for JVS Boston. In addition, Jennifer enjoys volunteering in the community with her son.
- Boston Estate Planning Council
- Cradles to Crayons, Corporate Advisory Council, 2013-2018
- JVS Boston- Board Member, 2014 - Present
- Boston University
- Penn State University
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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
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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.