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Eric Warasta

Principal and Portfolio Manager at Moody LYNN & Lieberson, LLC

Boston, MA , United States

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

OrganizationRoleDate RangeDetails
Moody, Lynn, Lieberson & Walker LLCPrincipal and Portfolio ManagerSep 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 CompanyEquity Portfolio Manager and AnalystDec 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 EquitiesAssociate Analyst, Healthcare ServicesJun 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 DivisionFeb 2000 to Aug 2002
ICF ConsultingResearch AssistantJun 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

Equities
Valuation
Economics
Macroeconomics
Financial Modeling
Equity Research
Bloomberg
Portfolio Management
Asset Managment
Investments
Financial Analysis
Mutual Funds
Equity Valuation
Asset Allocation
Investment Management
Bloomberg Terminal
Finance
Banking
Investment Advisory
Chartered Financial Analyst
DCF
Asset Management
Sales
Chartered Financial
Microsoft Word
Project Management
Research
Analysis

Others at Moody LYNN & Lieberson, LLC (5)

NameRoleLocation
D
David Walker
Chief Investment OfficerBoston, 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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