David Walker
Chief Investment Officer at Moody, Lynn, Lieberson & Walker LLC
Profile
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).
David Walker active positions
Companies | Position | Start |
---|---|---|
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. | Chief Investment Officer | 2016-12-31 |
Former positions of David Walker
Companies | Position | End |
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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). | Portfolio Manager-Equities | - |
Normandie Capital Management LLC
Normandie Capital Management LLC Investment ManagersFinance Normandie Capital Management LLC is a Boston-based registered investment advisor. | Director of Research - Equity | - |
Training of David Walker
Trinity College (Connecticut) | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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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 |
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