Needham Advisory Corporation is a full-service investment management and financial counseling firm. We offer personalized solutions for immediate financial questions, trusts and long-term financial planning.

About

Creativity. Professionalism. Diligence.

 

Our Professional Staff

 
 

President

Robert B. Needham, CFA

Bob is the President and Chief Compliance Officer of Needham Advisory Corp. which he founded in 1985. He began his investment career in 1968 and he served as a portfolio manager with the Trust division of Fleet National Bank. Prior to founding Needham Advisory Corp, Bob was the Senior Vice President and Senior Investment Officer in charge of the Trust Department at Arlington Trust Company in Lawrence, MA. In these positions, he counseled individuals, corporations, and endowments in their investment and financial strategy development.

 

Education

Amos Tuck School of Business Administration, Dartmouth College
M.B.A., Marketing

Dartmouth College
B.A., Economics

Activities & Affiliations

  • Member CFA Society of Boston

  • Past President of Merrimack Valley Estate Planning Council

  • Vice Chairman and Trustee, Franciscan Hospital

  • Director of Appleton Partners, Inc.

  • Past Trustee and Treasurer of Merrimack Valley Community Foundation

Certifications

  • Chartered Financial Analyst (CFA)

 
 

 
 
 
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PRINCIPAL

George J. Kimball, CFA

George is a Principal and Senior Portfolio Manager of Needham Advisory Corp. George began his investment career in New York in 1983. In 1987, he moved to Boston and joined the Treasury group at Bank of Boston. In 1990, he was hired by Keystone Funds Inc. as an Analyst and Director of Portfolio Management. In 2001, he joined the private client investment group at Fleet Bank as a senior portfolio manager. After working in similar roles at JP Morgan and Wilmington Trust, he formed his own company in 2016, Kimball Capital Management Llc. In 2018, he merged his company with Needham Advisory Corp. He has helped individuals, families, trusts and endowments with investment management and financial planning for 32 years.

 

Education

FUQUA School Of Business, Duke University
M.B.A., Finance

Hamilton College
B.A., French

Activities & Affiliations

  • Member CFA Society of Boston

  • Treasurer, Gore Place Society

  • Past Treasurer, Camargo Foundation

Certifications

• Chartered Financial Analyst (CFA)

 
 

 
 
 
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Joseph Gardino

Director of Research

Joe joined Needham Advisory in 2019 after working at U.S. Trust for 23 years.  He also worked at Arlington Trust.  Joe is responsible for sourcing and researching companies to be considered for Needham’s equity strategies.  Joe has 36 years of investment experience.

Education

Boston College

B.A.

Activities & Affiliations

  • US Trust Private Wealth Management

  • Bank of Boston

  • Arlington Trust Company

 
 
 

 
 
 

Priscilla Cubelli, CTFA

Priscilla is a Senior Trust Administrator at Needham Advisory. Priscilla graduated from the National Graduate Trust School and was awarded the Certified Trust and Financial (CTFA) designation. She was a Senior Trust Officer at Arlington Trust Company. Priscilla joined First National Bank of Ipswich (FNBI) as a Senior Vice President and head of Investment Management and Trust Services. After FNBI was acquired by Eastern Bank, Priscilla was named Vice President of Wealth Management. Priscilla joined Needham Advisory in 2013. Priscilla is well respected for her technical and personal skills in trust and account administration.

 

Education

National Graduate Trust School
CTFA

Activities & Affiliations

  • Trustee Nevins Library Foundation

Certifications

  • Certified Trust and Financial Advisor (CTFA)

 
 

 
 
 
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Nancy J. O’Neil

Manager of Operations and Assistant Compliance Officer

Nancy joined Needham Advisory in 1995 after working in operations at Arlington Trust Company and State Street Bank. She is responsible for custodial relations, operating systems, client reporting  and assists in compliance management.

Activities & Affiliations

• Literacy Volunteers of Methuen

Education

Salem State University   

BA (with honors) Business Education

 
 

 
 

Get in touch

We at Needham Advisory know that finding an investment management company that is small, talented, and local is everyone’s goal. Your money is important to you, and we believe you should get the one on one attention that you deserve. We offer free consultations so you can get a feel for what we are all about.

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