Robert B. Norberg
100 William Street, Suite 200
Wellesley, MA 02481
Bob joined Weston Financial in 2013 after 18 years with Fidelity Investments where he held management positions in every segment of the firm. Most recently he served as Vice President of Client Service Operations & Process Improvement for Fidelity’s Stock Plan Services business where he provided strategic direction and practice management in the areas of client corporate governance, plan design and regulatory compliance. Bob has also led Finance, Reporting & Analysis, and Management Consulting functions within Fidelity’s Retail and Institutional groups. He joined Fidelity Investments in 1995 from World Expo Corporation, a subsidiary of International Data Group, where he was Vice President and Chief Financial Officer.
Bob is focused on working with companies to introduce financial life planning for company executives, as well as overseeing Weston’s overall corporate relationships. He has been a featured speaker at industry conferences, is a Six Sigma Black Belt, and a FINRA Series 7 Registered Representative. Bob is a graduate of Boston College with a B.S. in Accounting and Finance and holds an MBA from Suffolk University. He volunteers his time as a member of Winchester Hospital’s Business Partner Board.