Kerry L. Needham

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Kerry L.
Needham worked as a Senior Fund Accountant at State Street Bank & Trust Co. in 2003.
From 2004 to 2012, Ms. Needham worked as an Assistant Portfolio Manager at Appleton Partners, Inc. Ms. Needham received an undergraduate degree from Hamilton College (New York) in 2002.

Former positions of Kerry L. Needham

Companies	Position	End
State Street Bank & Trust Co. State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund.	Corporate Officer/Principal	30/12/2003
Appleton Partners, Inc. Appleton Partners, Inc. Investment ManagersFinance Appleton Partners, Inc. (Appleton) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1987 by Douglas Chamberlain and Kathleen Burge. Appleton provides portfolio management services to individuals, high net-worth individuals, charitable organizations, foundations or endowments, state or municipal governments, corporations or other businesses and clients from third-party platforms and/or third-party managers.	Corporate Officer/Principal	-

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Training of Kerry L. Needham

Hamilton College (New York)

Undergraduate Degree

Experiences
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Private companies

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Linked companies

Private companies	2
Appleton Partners, Inc. Appleton Partners, Inc. Investment ManagersFinance Appleton Partners, Inc. (Appleton) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1987 by Douglas Chamberlain and Kathleen Burge. Appleton provides portfolio management services to individuals, high net-worth individuals, charitable organizations, foundations or endowments, state or municipal governments, corporations or other businesses and clients from third-party platforms and/or third-party managers.	Finance
State Street Bank & Trust Co. State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund.	Finance