Our Team

Experience Counts

Moody, Lynn, Lieberson & Walker, LLC, is a multidisciplinary team of experienced investment and wealth management professionals. In addition to serving our clients, we are active in our communities, with our principals serving on the boards of nonprofit organizations.

MANAGING PRINCIPALS

Robert A. Lieberson, CFA, CPA, AEP^®

Managing Principal & Director
Chief Financial Officer

View Bio

Robert A. Lieberson, CFA, CPA, AEP^®

Managing Principal & Director
Chief Financial Officer

(617) 371-2608

Robert A. Lieberson is Chief Financial Officer, Managing Principal and a Director of Moody, Lynn, Lieberson & Walker. Bob manages portfolios for taxable and tax-exempt investors, oversees the firm’s fixed income investments, and serves on the management committee. Bob currently serves on the investment committees of the Marblehead Museum & Historic Society and the American Association of Endodontics, while having served as a volunteer treasurer and board member for several not-for-profit organizations. Bob remains active with his alma mater through Friends of Bates Athletics and Alumni in Admissions. Additionally, Bob is an Accredited Estate Planner® by the National Association of Estate Planners and Councils. Bob is a member of the Economic Club of Boston and the Boston Estate Planning Council.

Experience

Brown Brothers Harriman & Co – Vice President & Portfolio Manager
KPMG Peat Marwick – Senior Tax Specialist

Education

B.A., Bates College
M.S., Northeastern University

David E. Walker, CFA

Managing Principal & Director
Chief Investment Officer

View Bio

David E. Walker, CFA

Managing Principal & Director
Chief Investment Officer

(617) 371-2607

David serves as the firm’s Chief Investment Officer and is a Managing Principal and Director. In addition, David manages portfolios for individual, trust, and endowment clients. David is chairman of the Board of Trustees of Vincent Memorial Hospital Foundation where he previously served as chair of the Investment Committee. He is a corporate trustee of The Trustees of Reservations. David is a former trustee and treasurer of the Nature Conservancy (Long Island, N.Y. chapter), a former governor of the Hotchkiss School Alumni Association and has served on The Board of Fellows of Trinity College. David is a member of the Boston Economic Club and the Naval War College Foundation.

Experience

Cambridge Trust Company – Senior Vice President & Co-Head of Equity Strategy
Normandie Capital Management LLC – Founder and Principal
Equinox Capital Management – Principal and Senior Analyst
State Street Research & Management (BlackRock) – Vice President and Analyst

Education

B.A., Trinity College

FOUNDING PRINCIPALS

Michael M. Moody, CFA

Founding Principal

View Bio

Michael M. Moody, CFA

Founding Principal

(617) 371-2613

Michael M. Moody is the Founding Principal of Moody, Lynn, Lieberson & Walker. His responsibilities include client portfolio management as well as macro and sector research and strategy. He currently serves on the investment committees of the Massachusetts Society for the Prevention of Cruelty to Children (former trustee). Michael is a former trustee and former chairman of the investment and development committees of the South Kent School, and past president and director of the Boston Security Analysts Society. Michael previously served on the investment committees of Historic New England, Rivers School, Westport River Watershed, Hale Reservation, the City Performing Arts Center, MetroWest Community Health Foundation, and the Adirondack Mountain (Ausable Club).

Experience

Pell, Rudman & Co. (Atlantic Trust Co.) – Vice President, Partner & Director of Research
Scudder, Stevens & Clark – Investment Manager & Assistant Vice President
The Bank of New England (Bank of America) – Securities Analyst
Morgan Guaranty Trust (J.P. Morgan) – Trust and Investments

Education

B.A., Nasson College (University of Maine)
NYU Graduate School of Business

Martin W. Lynn

Founding Principal

View Bio

Martin W. Lynn

Founding Principal

(617) 371-2624

Martin W. Lynn is a Founding Principal of Moody, Lynn, Lieberson & Walker. In addition to his investment responsibilities, Martin manages client portfolios and serves on the firm’s investment committee. He is a past board member and chairman of the investment committee of the Rose Fitzgerald Kennedy Greenway Conservancy in Boston. He is also a former trustee, executive committee member and Investment Committee chair of Millbrook School in Millbrook, New York. Martin also served as vice chairman of the Dover/Sherborn Regional School Committee in Dover, Massachusetts.

Experience

Roanoke Asset Management – Senior Vice President, Principal & Director
Kidder Peabody & Co. – Investment Advisor

Education

B.A., Boston University

Judith S. Rowland, JD, CPA

Director of Wealth Planning Strategy

View Bio

Judith Schreiber Rowland, JD, CPA

Director of Wealth Planning Strategy

(617) 371-2617

Judy is the Director of Wealth Planning Strategy at Moody, Lynn, Lieberson & Walker. Having worked with high net worth individuals and families for over 25 years, Judy offers expertise in all areas of financial planning. In conjunction with our investment approach, Judy works with our clients to ensure that all aspects of their financial lives are in order and working consistently with their investment objectives. She works with clients to help them preserve, grow, and transfer their wealth in the most tax-efficient way possible with the goal of providing them with peace of mind and the ability to simplify and enjoy their lives.

Judy has authored articles for Forbes.com, Private Wealth and Taxes Magazine. She has served as a volunteer member on several not for profit boards and is an active member of the Boston Estate Planning Council.

Experience

Lake Street Advisors – Senior Relationship Manager
BNY Mellon – Senior Director, Vice President Wealth Management
Tanager Financial/Wachovia/Wells Fargo – Relationship Manager

Education

B.B.A., University of Massachusetts
J.D., Suffolk University Law School

Michael T. Brady

Principal & Portfolio Manager

View Bio

Michael T. Brady

Principal & Portfolio Manager

(617) 371-2625

Michael T. Brady is a Principal and Portfolio Manager of Moody, Lynn, Lieberson & Walker. He is responsible for the day to day management of client portfolios, provides technical analysis of the firm’s equity universe and serves as research generalist with a concentration in technology. Mr. Brady also provides financial, investment, estate and retirement planning for individuals and families to ensure their objectives are properly identified and prudently met.

Experience

Oppenheimer & Co. – Director of Investments
H.C. Wainwright & Co. – Vice President & Portfolio Manager
Morgan Stanley – Investment Advisor

Education

B.A., University of New Hampshire
Certificate of Financial Planning, Boston University Center for Professional Education

Eric G. Warasta, CFA

Principal & Portfolio Manager

View Bio

Eric G. Warasta, CFA

Principal & Portfolio Manager

(617) 371-2614

Eric G. Warasta is a Principal and Portfolio Manager at Moody, Lynn, Lieberson & Walker. He manages client portfolios and is responsible for research coverage of the industrial and consumer cyclical sectors. He is a member of CFA Society Boston, through which he serves as a mentor to Suffolk University in the annual CFA Institute Research Challenge, and he previously served as a member of the board of trustees of The Eliot School of Fine & Applied Arts.

Experience

Cambridge Trust Company – Portfolio Manager & Head of Equity Income Strategy
Pacific Growth Equities (Wedbush) – Associate Analyst
Congressional Budget Office – Assistant Analyst, Macroeconomics

Education

B.S., Tufts University
M.B.A., Babson College

Nicholas J. Fitzgerald, CFA, CFP^®

Vice President & Portfolio Manager

View Bio

Nicholas J. Fitzgerald, CFA, CFP®

Vice President & Portfolio Manager

(617) 371-2611

Nicholas J. Fitzgerald is a Vice President and Portfolio Manager at Moody, Lynn, Lieberson & Walker. He is responsible for the day to day management of client portfolios and research coverage of the information technology and healthcare sectors. Nicholas is a member of CFA Society Boston and is a CERTIFIED FINANCIAL PLANNER™. In addition, he currently serves on the board of directors and as president-elect of the Canton Association of Business & Industry.

Experience

Cambridge Trust Company – Vice President, Portfolio Manager & Equity Analyst
ALPS, a DST Company – Manager, Alternative Investment Services

Education

B.S., Providence College

Brian D. Gowell

Vice President & Chief Compliance Officer

View Bio

Brian D. Gowell

Vice President & Chief Compliance Officer
Operations

(617) 371-2623

Brian is a Vice President and serves as the firm’s Chief Compliance Officer. Brian oversees the firm’s compliance program, manages the client service team, and provides trading support. Brian also serves on the board of the Cohasset Sailing Club.

Experience

Brown Brothers Harriman & Co. – Portfolio Administrator
Winslow, Evans & Crocker, Inc. – Client Service and Operations

Education

B.S., Bridgewater State University

Kristen M. Neily

Associate & Office Manager
Client Service

View Bio

Kristen M. Neily

Associate & Office Manager
Client Service

(617) 371-2615

Kristen is an associate at Moody, Lynn, Lieberson & Walker. Joining the firm in 2008, she has over fifteen years of experience in the financial services industry working with high-net-worth individuals and families. In addition to client service, Kristen serves as Office Manager and provides administration support throughout the firm.

Education

B.A., Northeastern University

Elizabeth M. Hamilton, CFP^®

Associate, Financial Planning & Client Service

View Bio

Elizabeth M. Hamilton, CFP^®

Associate
Financial Planning & Client Service

(617) 371-2616

Libby is an associate at Moody, Lynn, Lieberson & Walker. In addition to providing day-to-day client support, Libby is a CERTIFIED FINANCIAL PLANNER™. She works with clients to ensure their circumstances and investment objectives are well-aligned. She is involved in every aspect of the process, from initial goal setting and personal budgeting to the development and review of a comprehensive financial plan. Libby previously served on the board of Womenade Boston and is a member of the Boston Trust and Estates Consortium.

Experience

Cambridge Trust Company –Client Service & Investment Manager
Cambridge Associates LLC – Accounting & Finance

Education

B.A., St. Lawrence University
Certificate of Financial Planning, Boston University Center for Professional Education

Lindsay Westbrook

Associate, Client Service

View Bio

Lindsay Westbrook

Associate
Client Service

(617) 371-2612

Lindsay is an associate at Moody, Lynn, Lieberson & Walker. She has over ten years of experience in the financial service industry working with high-net-worth individuals and families. Having run her own retail boutique, Lindsay brings the experience and perspective of a small business owner. Previously, Lindsay had a successful career in residential real estate sales.

Experience

CSI Capital Management

Education

B.A., Denison University

Meg Greff

Associate

View Bio

Meg Greff

Associate

(617) 371-2609

Meg is an associate at Moody, Lynn, Lieberson & Walker LLC. She has more than a decade of experience in the financial services industry working with high net-worth individuals, families and endowments. In addition to client service, Meg has experience in investment and trade operations.

Experience

Partners Capital Investment Group – Client Service Principal
GW&K Investment Management – Investment Operations Specialist

Education

B.A., Ohio Wesleyan University
M.B.A., Northeastern University

Ben Levin

Equity and Fixed Income Trader

View Bio

Ben Levin

Equity and Fixed Income Trader
Trading & Research

(617) 371-2606

Ben serves as the firm’s primary trader, capably bringing orders to market and securing best executions for client assets. In addition to his trading responsibilities, Ben also contributes equity research insights in the consumer cyclical sector, conducts portfolio allocation and activity analyses, and provides operations and technical research support. Beyond his role at MLLW, Ben currently holds the position of Treasurer for the Open Mindset Project, a local nonprofit organization.

Experience

Northwestern Mutual – Operations Associate

Education

B.S., Tufts University

Our Team

Experience Counts

Robert A. Lieberson, CFA, CPA, AEP®

Managing Principal & DirectorChief Financial Officer

David E. Walker, CFA

Managing Principal & DirectorChief Investment Officer

Michael M. Moody, CFA

Founding Principal

Martin W. Lynn

Founding Principal

Judith S. Rowland, JD, CPA

Director of Wealth Planning Strategy

Michael T. Brady

Principal & Portfolio Manager

Eric G. Warasta, CFA

Principal & Portfolio Manager

Nicholas J. Fitzgerald, CFA, CFP®

Vice President & Portfolio Manager

Brian D. Gowell

Vice President & Chief Compliance Officer

Kristen M. Neily

Associate & Office ManagerClient Service

Elizabeth M. Hamilton, CFP®

Associate, Financial Planning & Client Service

Lindsay Westbrook

Associate, Client Service

Meg Greff

Associate

Ben Levin

Equity and Fixed Income Trader

Robert A. Lieberson, CFA, CPA, AEP^®

Managing Principal & Director
Chief Financial Officer

Managing Principal & Director
Chief Investment Officer

Nicholas J. Fitzgerald, CFA, CFP^®

Associate & Office Manager
Client Service

Elizabeth M. Hamilton, CFP^®