George J. Kimball, CFA

Principal & Senior Portfolio Manager

George has been helping individuals, families, trusts and endowments with investment management and financial planning for over 30 years. After attending Hamilton College for his BA, he received an MBA in Finance from Duke University.

George works with clients to help them with financial planning, asset allocation and investment management and he also serves as an independent trustee. George began his investment career in New York in 1983 and joined Bank of Boston in 1987. In 1990, he worked for Keystone Funds Inc. and became the 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.

Activities & Affiliations

• Member CFA Society of Boston
• Treasurer, Gore Place Society
• Boston Estate Planning Council

Certifications

• Chartered Financial Analyst (CFA)