Unaizah Moonis

Managing Director - US Trust, Private Client Advisor

Professional Profile

Unaizah Moonis is a Managing Director and Private Client Advisor with U.S. Trust, Bank of America Private Wealth Management. Unaizah leads a team of dedicated U.S. Trust® professionals who develop customized credit, banking, and investment strategies for the clients they serve. She has extensive experience working with ultra-high net worth individuals, corporate executives, entrepreneurs, private equity and hedge fund professionals, as well as family foundations and nonprofit endowments.

By leveraging the global resources of Bank of America, Unaizah and her team structure sophisticated credit facilities through Bank of America, N.A. using a broad array of assets as collateral. She is particularly successful employing nontraditional assets like unique works of art, uncalled capital commitments of private equity fund investors, and partnership interests of hedge fund managers and investors.

Prior to joining U.S. Trust, Unaizah was a Director and Private Banker with Citi Private Bank, where she gained extensive experience over a twenty-year tenure. In addition to her private banking roles, Unaizah held leadership positions in commercial banking at Citi, amplifying her ability to channel capabilities across an organization.  She began her financial services career in 1991 at American Express as a Financial Planner.

Unaizah earned her B.A. in Economics from Tufts University and her M.B.A. with a concentration in Finance from Boston University.  Unaizah is an active supporter of the Acumen Fund, a non-profit global venture fund that tackles global poverty and Developments in Literacy, an organization that educates and empowers underprivileged students, especially girls, in underdeveloped areas of the world. She is also involved in Turning Point, a community based, nonprofit organization addressing the needs of women and children affected by domestic violence.

Our Team

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

Alex Y Li

Private Client Manager

212.852.3902

Jean-Philippe (J.P.) Z. Mourra

Private Client Manager

212.852.2598

Key Contacts

Sharon Campbell

212.852.2470

Let's Have A Conversation

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

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.