Our Professional Staff

The professional staff at Needham Advisory is committed to the highest level of quality service for our clients. They bring strong technical expertise and, from years of experience in the Trust and Banking industries, an acute awareness of the varying needs of clients. The investment principals, each of whom held the senior investment position in a large organization, realized they could more successfully meet clients' needs in a more client-focused environment. Together, they offer clients over 50 years of trust and investment experience and now work as a team, developing and implementing the investment decision process.

Robert B. Needham, CFA
President

A.B. Dartmouth College, 1962; MBA, Amos Tuck School, 1964; Chartered Financial Analyst; began investment career in 1968.