Robert A. Lieberson, CFA, CPA, AEP®
Managing Principal & Director
Chief Financial Officer
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 committee of the American Association of Endodontics Endowment and has 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 certified as an Accredited Estate Planner® by the National Association of Estate Planners and Councils.
Experience
- Brown Brothers Harriman & Co – Vice President & Portfolio Manager
- KPMG Peat Marwick – Senior Tax Specialist
Education
- B.A., Bates College
- M.S., Northeastern University