Cfp® Nicholas Fitzgerald

Nicholas J. Fitzgerald, CFP®, is Vice President and Portfolio Manager at Moody, Lynn, Lieberson & Walker, LLC in Boston, MA. He is responsible for the day-to-day management of client investment portfolios, with a particular focus on equity research and portfolio allocation. He provides research coverage and investment recommendations across the information technology and healthcare sectors, overseeing portfolio construction for high-net-worth individuals and institutional clients.

With over a decade of experience in the investment industry, Nicholas previously served as Vice President and Portfolio Manager at Cambridge Trust Company, and held a business development role at ALPS, A DST Company. His background reflects a progression from business development to portfolio management, emphasizing disciplined investment research and client-focused portfolio construction.

A graduate of Providence College with a B.S. in Finance, Nicholas holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and is an active member of CFA Society Boston. He is recognized for his analytical expertise in technology and healthcare industries and currently serves on the board of directors as president-elect of the Canton Association of Business & Industry.