Robert B. Needham, CFA

President & Chief Compliance Officer

Bob graduated from Dartmouth College with his BA in economics and his MBA in marketing from The Tuck School of Business at Dartmouth. He began his investment career in 1968, and served as a portfolio manager with the trust division of Fleet National Bank in 1974. 

Prior to founding Needham Advisory Corp in 1985, 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.

Activities & Affiliations

• Member CFA Society of Boston
• Past President of Merrimack Valley Estate Planning Council
• Former Chairman and Trustee, Franciscan Children's
• Director of Appleton Partners, Inc.
• Past Trustee and Treasurer of Merrimack Valley Community Foundation

Certifications

• Chartered Financial Analyst (CFA)