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Janet Trell, CFP®, CTFA

Janet Trell, CFP®, CTFA

Private Client Senior Relationship Associate

TeamPrivate Client
Location Chapel Hill
Print Bio
Janet has over 25 years of experience in the financial industry. Prior to joining Brown Advisory as a Private Client Senior Relationship Associate, she was a Private Client Advisor at JP Morgan, working with high net worth clients to develop investment portfolios and financial plans. Janet has an MBA in finance from New York University, and a CFP designation.

Education

  • New York University, MBA, Finance
  • Queens College of the City University of New York, BA, Economics

Certifications

  • Certified Financial Planner (CFP)
  • Certified Trust and Fiduciary Advisor (CTFA)
  • CFP

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