As a client, you'll gain access to one of the most experienced sales teams on Wall Street

As a Needham & Company, LLC client, you’ll gain access to one of the most experienced institutional sales teams on Wall Street. Averaging 15 years of experience in the financial industry (9 at Needham), most of our salespeople have maintained relationships with their clients for their entire careers.

The Needham sales organization consists of more than 20 professionals who work closely with over 1,000 institutions in North America and Europe from offices strategically located in New York, Boston and San Francisco. With sophisticated backgrounds that include specialized knowledge in technology, our salespeople excel in communicating the complex technical profiles of growth companies to a client base of astute and demanding equity portfolio managers.

The primary role of the Needham sales professional is to deliver research recommendations, industry analysis, and managed transaction opportunities to the portfolio managers at each institution. In order to execute on this objective, Needham requires each salesperson to be nearly interchangeable with research analysts in terms of their knowledge of the company and its stock. By working closely with Needham traders, the salesperson also ensures that potential trading interest is conveyed to the institutional trading desk in a timely manner. It is this level of professional account management we believe sets us apart from other firms.

For more information on our account management capabilities, contact Needham Sales at (800) 926-2765.

Institutional Sales & Training