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Meet Your Professional Team

At Needham Advisory Corp.

A Group Dedicated to

Creativity | Professionalism | Diligence

Schedule Time With Us

Robert B. Needham, CFA Photo
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Robert B. Needham, CFA

President and Chief Compliance Officer

Robert B. Needham

Robert B. Needham, CFA

President and 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 Vice-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)
George J. Kimball, CFA Photo
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George J. Kimball, CFA

Principal and Senior Portfolio Manager

George J. Kimball

George J. Kimball, CFA

Principal and 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)
Joseph Gardino Photo
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Joseph Gardino

Director of Research

Joseph Gardino

Joseph Gardino

Director of Research


As the director of research, Joe is responsible for sourcing and researching companies to be considered for Needham’s equity strategies. Joe joined the Needham Advisory team in 2019 after working at U.S. Trust for 30 years and has a total of 45 years of investment experience. Joe is a graduate of Boston College and the Florida Trust School at the University of Florida, Gainesville.

Activities & Affiliations

  • U.S. Trust Private Wealth Management
  • Bank of Boston
  • Arlington Trust Company
  • Investment Committee for United Methodist Foundation of New England
 Priscilla Cubelli, CTFA Photo
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Priscilla Cubelli, CTFA

Senior Trust Administrator

Priscilla Cubelli

Priscilla Cubelli, CTFA

Senior Trust Administrator


As a senior trust administrator at Needham Advisory, Priscilla is well respected for her technical and personal skills in trust and account administration. 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 prior to working for 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 the Needham Advisory team in 2013.

Activities & Affiliations

  • Trustee Nevins Library Foundation

Certifications

  • Certified Trust and Financial Advisor (CTFA)

Nancy J. O’Neil Photo
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Nancy J. O’Neil

Manager of Operations and Assistant Compliance Officer

Nancy J. O’Neil

Nancy J. O’Neil

Manager of Operations and Assistant Compliance Officer


As the manager of operations and assistant compliance officer, Nancy is responsible for custodial relations, operating systems, client reporting and assists in compliance management. She graduated with honors from Salem State University with a degree in business education. Nancy joined Needham Advisory in 1995 after working in operations at Arlington Trust Company and State Street Bank.

Activities & Affiliations

  • Literacy Volunteers of Methuen