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DW

David Walker

Chief Investment Officer at Moody LYNN & Lieberson, LLC

Boston, MA , United States

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

OrganizationRoleDate RangeDetails
Moody, Lynn, Lieberson & Walker LLCChief Investment OfficerFeb 2017 to Present
Chief Investment Officer and managing principal
Cambridge Trust CompanySenior Vice President and Portfolio ManagerJun 2006 to Feb 2017
Portfolio Manager with responsibility for individual, endowment and foundation clients.
Normandie Capital Management LLCPrincipalJun 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 ManagementPrincipalJan 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 CompanyVice PresidentAug 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

Portfolio Management
Investments
Asset Management
Equities
Wealth Management
Asset Allocation
Fixed Income
Investment Management
Valuation
New Business Development
Investment Strategies
Management
Financial Planning
Private Equity
Due Diligence
Hedge Funds
Leadership
Integration
Microsoft Excel
Marketing
Software Development

Others at Moody LYNN & Lieberson, LLC (5)

NameRoleLocation
E
Eric Warasta
Principal and Portfolio ManagerBoston, MA , United States
Michael Brady
Michael Brady
PrincipalBoston, MA , United States
Ben Levin
Ben Levin
Trading AssociateBoston, MA , United States
C
Cfp® Nicholas Fitzgerald
Vice President and Portfolio ManagerBoston, MA , United States
Elizabeth Hamilton
Elizabeth Hamilton
AssociateBoston, MA , United States

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