Norbert S Unger

Senior Vice President, Private Client Advisor

Professional Profile

Norb Unger is a Senior Vice President and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management. In his role as an overall strategist for high net worth client relationships, Norb helps ensure that the deep resources of U.S. Trust 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 joining U.S. Trust in 2013, 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 is actively involved with various roles and responsibilities.  Additionally, Norb is a member of the 100 Club of Boston. Norb resides in Winchester, MA.  Norb coaches youth hockey and enjoys spending time with his family.

Key Contacts

Matthew Benjamin Gubelman


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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


You don’t define your wealth by numbers alone, but also by the opportunities it provides. For more than 200 years, U.S. Trust has helped clients navigate the complex challenges of managing significant wealth. We draw on U.S. Trust’s personalized approach and private banking services, as well as the resources of Bank of America Corporation, 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 U.S. Trust, 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.