Kerry L. Needham, IACCP®
Role at Appleton
Kerry is a Private Client Services Manager and Compliance Officer at Appleton. She is responsible for managing private client relationships, a capacity in which she is actively engaged in a wide variety of client relationship management functions. Kerry also plays an important role supporting the Chief Compliance Officer in developing, refining and implementing the firm’s compliance program.
Prior to joining Appleton Partners in December of 2004, she worked at State Street Bank & Trust as a Senior Fund Accountant. Kerry holds the Investment Advisor Compliance Professional (IACCP®) designation and earned the CFA Institute Investment Foundations® Certificate.
B.A., Hamilton College
Kerry resides in the North End of Boston. In her free time, she enjoys traveling, outdoor activities, and spending time with her family at Great East Lake in New Hampshire.