David Walker
Directeur en chef des Investissements chez Moody, Lynn, Lieberson & Walker LLC
Profil
Mr. David E.
Walker, CFA, is a Managing Principal, Director & Chief Investment Officer at Moody, Lynn, Lieberson & Walker LLC.
He joined the firm in 2017.
Mr. Walker manages portfolios for individual, trust and endowment clients.
He was previously employed as a Senior Vice President & Portfolio Manager by Cambridge Trust Co. and a Principal by Normandie Capital Management LLC.
He received his B.A.
degree from Trinity College (Connecticut).
Postes actifs de David Walker
| Sociétés | Poste | Début |
|---|---|---|
Moody, Lynn, Lieberson & Walker LLC
 Moody, Lynn, Lieberson & Walker LLC Investment ManagersFinance Moody, Lynn, Lieberson & Walker LLC (MLLW) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Michael Moody in 1989 as Moody, Lynn & Lieberson LLC and has changed its name to Moody, Lynn, Lieberson & Walker LLC in 2023. MLLW manages the financial affairs of individuals, families, and select institutional accounts. | Directeur en chef des Investissements | 01/01/2017 |
Anciens postes connus de David Walker
| Sociétés | Poste | Fin |
|---|---|---|
Cambridge Trust Co.
 Cambridge Trust Co. Investment ManagersFinance Founded in 1890, Cambridge Trust Co. is a state chartered commercial bank headquartered in Cambridge, Massachusetts. The firm is a subsidiary of Cambridge Bancorp (NASDAQ: CATC). | Gestionnaire de Portefeuille-Actions | - |
Normandie Capital Management LLC
 Normandie Capital Management LLC Investment ManagersFinance Normandie Capital Management LLC is a Boston-based registered investment advisor. | Directeur de la Recherche - Actions | - |
Formation de David Walker
| Trinity College (Connecticut) | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Moody, Lynn, Lieberson & Walker LLC
Moody, Lynn, Lieberson & Walker LLC Investment ManagersFinance Moody, Lynn, Lieberson & Walker LLC (MLLW) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Michael Moody in 1989 as Moody, Lynn & Lieberson LLC and has changed its name to Moody, Lynn, Lieberson & Walker LLC in 2023. MLLW manages the financial affairs of individuals, families, and select institutional accounts. | Finance |
Cambridge Trust Co.
Cambridge Trust Co. Investment ManagersFinance Founded in 1890, Cambridge Trust Co. is a state chartered commercial bank headquartered in Cambridge, Massachusetts. The firm is a subsidiary of Cambridge Bancorp (NASDAQ: CATC). | Finance |
Normandie Capital Management LLC
Normandie Capital Management LLC Investment ManagersFinance Normandie Capital Management LLC is a Boston-based registered investment advisor. | Finance |
