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Eric Warasta
Principal and Portfolio Manager at Moody LYNN & Lieberson, LLC
About
Eric G. Warasta is a Principal and Portfolio Manager at Moody, Lynn, Lieberson & Walker, LLC in Boston, Massachusetts. In this role, he manages client portfolios and is specifically responsible for research coverage of the industrial and consumer cyclical sectors. He plays an active part in portfolio management and financial analysis, contributing to both the investment team and client advisory functions.
Eric brings over fifteen years of investment experience, including prior positions as an Equity Portfolio Manager and Analyst at Cambridge Trust Company, and as an Associate Analyst focused on Healthcare Services at Pacific Growth Equities. His expertise encompasses portfolio management for individuals, families, endowments, and other institutional clients, with a focus on equity strategies and sector-specific research within his coverage areas.
Eric earned his MBA in Finance from Babson College’s Franklin W. Olin Graduate School of Business and holds a BS in Quantitative Economics from Tufts University. He is a member of CFA Society Boston, where he mentors student teams in the CFA Institute Research Challenge, and has previously contributed to the investment community through service on the board of trustees of The Eliot School of Fine & Applied Arts.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Moody, Lynn, Lieberson & Walker LLC | Principal and Portfolio Manager | Sep 2017 to Present | Eric G. Warasta joined Moody, Lynn & Lieberson LLC in 2017 as Principal and Portfolio Manager. He manages client portfolios and is responsible for research coverage of the industrial, utility, and con... |
| Cambridge Trust Company | Equity Portfolio Manager and Analyst | Dec 2005 to Sep 2017 | Founding Portfolio Manager, Equity Income Strategy. Global research coverage included the Financial Services, Utility, and Telecom sectors across a variety of investment styles. |
| Pacific Growth Equities | Associate Analyst, Healthcare Services | Jun 2004 to Sep 2005 | Sell side research companies under coverage included: DaVita, Renal Care Group, Apria Healthcare, Kindred, Lincare, PolyMedica, Amedisys, Select Medical, HealthSouth, and US Physical Therapy. Obtained... |
| Congressional Budget Office (CBO) | Assistant Analyst, Macroeconomic Analysis Division | Feb 2000 to Aug 2002 | — |
| ICF Consulting | Research Assistant | Jun 1999 to Feb 2000 | — |
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance
2002 — 2004
Tufts University
BS, Quantitative Economics
1995 — 1999
Skills & Expertise
Others at Moody LYNN & Lieberson, LLC (5)
| Name | Role | Location |
|---|---|---|
D David Walker | Chief Investment Officer | 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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