Best Investors
Account
Sign in
527 Madison Ave., 19Th Floor, New York, NY 10022 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-09-03 |
| TX | RA | APPROVED_RES | 2021-08-31 |
Branch Locations
527 Madison Ave., 19Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital Counsel Llc | New York | NY | 09/1999 | Present |
Name of Business: The Needham Funds, Inc. Location: 250 Park Ave, New York, NY 10177 Nature of Business: Investment Related (Mutual Fund) Position: Non-Executive Director since 07/2025 Hours: Periodically throughout the year. The time commitment during securities trading hours is expected to be minimal, estimated at approximately two hours per quarter for in-person meetings.
Reach out to this advisor