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Needham Asset Management Names Industry Veteran to Advisor Consultant Role

·2-min read

Bill DeJianne joins firm to build partnerships with financial advisors.

Needham Asset Management, a specialized growth equity manager, announced that financial services industry veteran Bill DeJianne has joined the firm as Advisor Consultant.

In this new role, Mr. DeJianne will partner with financial advisors to promote Needham’s suite of growth mutual funds for allocation in client portfolios, while providing market insight and portfolio ideas to advisors to build and maintain long-lasting, trusted partnerships.

"Bill has 30 years of experience in this industry and a great track record of building relationships with advisors. We’re excited to have him join the Needham team," said Needham Asset Management Managing Director, Executive Vice President and Portfolio Manager John Barr.

"The Needham Funds have excellent track records and a unique style of active stock-picking to generate long-term alpha for investors by finding stocks that are unappreciated and not well known by the market. I look forward to communicating these compelling secular growth opportunities to advisors," said Mr. DeJianne.

Prior to joining Needham Asset Management, Mr. DeJianne served as an Advisor Consultant and Northeast Divisional Manager for Nuveen. Earlier in his career, he held similar roles at First American Funds and Evergreen Investments. He began his career with Dean Witter Reynolds. Mr. DeJianne earned his undergraduate degree in Marketing from Rutgers University and his MBA in Finance from the Rutgers Graduate School of Management.

About Needham Asset Management

Needham Asset Management, LLC manages over $750 million in public equity investments. With an emphasis on tax-efficient capital appreciation and preservation, our investment vehicles seek above-average growth at value prices in varying styles of market capitalization and rate of growth targets.

View source version on businesswire.com: https://www.businesswire.com/news/home/20210223006070/en/

Contacts

Tucker Hewes
Hewes Communications, Inc.
212-207-9451
tucker@hewescomm.com