Norbert S Unger

Senior Vice President, Private Client Advisor

Professional Profile

Norb Unger is a Senior Vice President and Private Client Advisor with Bank of America Private Bank. In his role as an overall strategist for high net worth client relationships, Norb helps ensure the deep resources of the Private Bank are matched against the client’s specific needs.  Together, with a team of specialists, Norb seeks to deliver customized strategies to support individuals and families with their investment management and wealth planning goals.

Prior to Bank of America Private Bank, Norb worked for Lehman Brothers before joining Morgan Stanley in 2008.  Norb graduated from Boston University in 2001 with a Bachelor of Science in Business Administration and Management.

Norb is a member of the Board of Overseers for the Mount Auburn Hospital in Cambridge, MA.  He is an alumnus of The Belmont Hill School, where he serves as a member of the Corporation.  Additionally, Norb is a member of the 100 Club of Boston and a supporter of the Travis Roy Foundation, Mark Bavis Leadership Foundation as well as the Glenn Doherty Foundation. In his spare time, Norb enjoys coaching youth hockey and spending time with his family. Norb and his family reside in Winchester, MA.

Key Contacts

Matthew Benjamin Gubelman

617.434.0080

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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 (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.