Robert B. Needham CFA

Robert B. Needham began his investment career in 1968 after five years of financial and business planning experience with a division of Johnson and Johnson. He has served as a portfolio manager with the Trust Division of the Fleet National Bank, Providence, Rhode Island and, for the seven years immediately prior to forming R. B. Needham Advisory Corporation, was the Senior Vice President and Senior Investment Officer in charge of the Trust Department of the Arlington Trust Company of Lawrence, Massachusetts. In these positions he counseled individuals, corporations, and endowments in their investment and financial strategy development.

Bob graduated from Dartmouth College in 1962 where he majored in economics and has an MBA from the Amos Tuck School of Business Administration. He is a Chartered Financial Analyst (CFA) and a member of the Boston Security Analysts Society. He was Past President of the Merrimack Valley Estate Planning Council. Bob was a Trustee and past Treasurer of the Merrimack Valley Community Foundation. He is currently a Trustee and former Chair of the Merrimack Valley YMCA, and Chairman of the Board of the Franciscan Hospital for Children in Brighton, MA. He served as Director of the United Methodist Foundation of New England where he chaired its investment committee. Bob is also a Director of Appleton Partners, Inc., a Boston based investment counsel firm.