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.
Norb Unger is a Senior Vice President and Private Client Advisor with Bank of America Private Bank in Boston, Massachusetts. He coordinates an experienced team of professionals to provide wealth management strategies and services for a select group of high-net-worth families and individuals, including business owners, private equity principals and “C” suite executives of publicly traded companies.
As a wealth management strategist for high-net-worth client relationships, Norb seeks to match the deep intellectual resources of The Private Bank with individual client objectives. Working with a team of specialists, he helps high-net-worth families and individuals create strategies to address their investment management and wealth planning goals. His primary focus areas include helping clients prepare for and manage liquidity events, banking and customized lending solutions, trust and estate planning services, and strategies for philanthropy.
Prior to joining the Private Bank (formerly U.S. Trust) in 2013, Norb worked in private wealth management at Morgan Stanley. He started his financial services career at Lehman Brothers. An alumnus of The Belmont Hill School, he is a member of the school’s corporation. He holds a Bachelor of Science degree in business administration and management from Boston University.
Norb serves on the Board of Overseers for the Mount Auburn Hospital in Cambridge, Massachusetts. He is a member of the 100 Club of Boston and a supporter of the Travis Roy Foundation, Mark Bavis Leadership Foundation and the Glenn Doherty Foundation. In his spare time, he enjoys coaching youth hockey. Norb and his family live in Winchester, Massachusetts.
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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.