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About
David Walker serves as the Chief Investment Officer, Managing Principal, and Director at Moody, Lynn, Lieberson & Walker LLC in Boston, where he oversees the firm’s investment strategy and manages portfolios for individual, trust, and endowment clients. He is responsible for asset allocation, security selection, and achieving client objectives for a diverse base of investors, including high-net-worth individuals, institutions, and foundations.
David’s investment expertise spans domestic and international equity markets, fixed income securities, and alternative assets, with a focus on identifying businesses demonstrating sustainable growth, strong free cash flow, and sound balance sheets. He evaluates companies across multiple sectors, favoring those poised to benefit from global secular trends and sound management alignment with shareholders.
Prior to joining Moody, Lynn, Lieberson & Walker in 2017, David held senior roles including Senior Vice President and Portfolio Manager at Cambridge Trust Company and Principal at Normandie Capital Management. He is a CFA charterholder and holds a B.A. in History from Trinity College-Hartford. David has served on numerous nonprofit boards, including as chairman of Vincent Memorial Hospital Foundation and as trustee of the Nature Conservancy (Long Island, N.Y. chapter), reflecting his commitment to both investment stewardship and institutional leadership.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Moody, Lynn, Lieberson & Walker LLC | Chief Investment Officer | Feb 2017 to Present | Chief Investment Officer and managing principal |
| Cambridge Trust Company | Senior Vice President and Portfolio Manager | Jun 2006 to Feb 2017 | Portfolio Manager with responsibility for individual, endowment and foundation clients. |
| Normandie Capital Management LLC | Principal | Jun 1997 to Jun 2006 | Founder and portfolio manager of registered investment advisor firm. Assets grew from $30 million to a peak of $200 million over a four year period. Achieved top rankings by Nelson's Guide to Investm... |
| Equinox Capital Management | Principal | Jan 1992 to Jun 1997 | Principal and Senior Analyst. Research responsibility for energy, technology and health care sectors. Firm assets grew from $1.0 billion to $7.5 billion over a five year period. |
| State Street Research & Management Company | Vice President | Aug 1986 to Jan 1992 | V.P. and Industry analyst. Research responsibility for computer hardware, pollution control and health care service industries. |
Education
Trinity College-Hartford
B.A., History
1979 — 1983
Skills & Expertise
Others at Moody LYNN & Lieberson, LLC (5)
| Name | Role | Location |
|---|---|---|
E Eric Warasta | Principal and Portfolio Manager | Boston, MA , United States |
| Principal | Boston, MA , United States | |
| Trading Associate | Boston, MA , United States | |
C Cfp® Nicholas Fitzgerald | Vice President and Portfolio Manager | Boston, MA , United States |
| Associate | Boston, MA , United States |
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