Jon Needham Location
Boston, MA, US
Jon Needham Work
- 2023 - now Senior Vice President @ The Davis Companies
- 2021 - 2023 Vice President, Investment Management @ BGO
- 2017 - 2021 Associate Asset Manager @ BGO
- 2019 - 2019 Associate @ Bentall Kennedy
- 2017 - 2019 Senior Analyst @ Bentall Kennedy
- 2015 - 2017 Officer - Client Sales and Service Officer II @ U.S. Trust
- 2014 - 2015 Senior Associate @ Eaton Vance
Jon Needham Education
- Babson F.W. Olin Graduate School of Business
Master of Business Administration (MBA) (Entrepreneurship/Entrepreneurial Studies)
2017 - 2020 - Duke University Graduate School
Masters of Arts
2011 - 2013 - Duke University
Bachelor of Arts (HISTORY)
2007 - 2011
Jon Needham Skills
- Wealth Management
- Investment Management
- Investments
- Fixed Income
- Asset Allocation
- Mutual Funds
- Finance
- Analysis
- Microsoft Excel
Jon Needham Summary
Jon Needham, based in Boston, MA, US, is currently a Senior Vice President at Davis. Jon Needham brings experience from previous roles at BentallGreenOak and Bentall Kennedy. Jon Needham holds a 2017 - 2020 Master of Business Administration (MBA) in Entrepreneurship/Entrepreneurial Studies @ Babson F.W. Olin Graduate School of Business. With a robust skill set that includes Wealth Management, Investment Management, Investments, Fixed Income, Asset Allocation and more. Jon Needham has 2 emails on RocketReach.
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Top The Davis Companies Employees
-
Stephen
Chief Executive Officer at The Davis Companies
Boston, MA, US33 -
Jon Davis
CEO at The Davis Companies
Brookline, MA, US25+ -
Leslie Cohen
Chief Operating Officer at The Davis Companies
Boston, MA, US25+ -
Joshua Israel
Chief Financial Officer at The Davis Companies
Boston, MA, US15+ -
25+
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23
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Larry Lenrow
COO at The Davis Companies
Boston, MA, US3 -
Mark Smith
Managing Director at The Davis Companies
Boston, MA, US33 -
45+
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24
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33
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Jon Needham
Senior Vice President at The Davis Companies
Boston, MA, US21 -
Andy Donovan
Vice President at The Davis Companies
Boston, MA, US14 -
22
-
25+
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Duncan G.
Senior Vice President at The Davis Companies
Boston, MA, US2 -
35+
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