Appleton Partners, Inc.
Kerry Needham worked as a Fund Accountant at State Street Bank & Trust Co. from August 2002 to December 2004. Following that, Kerry joined Appleton Partners, Inc. in December 2004 as a Vice President, eventually moving up to the position of Senior Vice President in March 2023.
Kerry Needham attended Hamilton College from 1998 to 2002, where they obtained a Bachelor of Arts degree in Economics. In terms of additional certifications, Kerry completed the Investment Foundations Program in March 2015 from the CFA Institute. Kerry also obtained the Investment Adviser Certified Compliance Professional (IACCP) certification in February 2010 from NRS - National Regulatory Services.
Appleton Partners, Inc.
As a trusted wealth management partner since 1986, Appleton Partners takes equal stock in relationships and investment performance to meet the individual needs of our clients. We pride ourselves on being the antithesis of a “one-size-fits-all” mentality, offering customized financial planning and investment solutions. Throughout our history, we have sought to manage financial advisor and private client relationships in a personalized, accessible and transparent manner. We are 100% employee-owned and operated, an organizational structure that we feel optimally aligns our interests with those of our clients. Our investment approach starts with a belief that portfolio parameters ought to be aligned with client goals. That’s why we believe the best approach to meeting a client’s specific risk tolerance, liquidity, tax and other objectives is through separate account management. ------- Appleton Partners, Inc. (“Appleton”) is a registered investment adviser. Appleton does not attempt to furnish personalized investment advice or services through this website. Past performance is no guarantee of future results. Appleton does not accept endorsements or recommendations on this website. Appleton is not responsible for and does not encourage third parties to post on Appleton’s behalf. At certain places on this website we offer direct access or ‘links’ to other Internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Appleton. Appleton does not endorse, recommend, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there.