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About
Michael Brady is a Principal and Portfolio Manager at Moody, Lynn, Lieberson & Walker LLC, based in Boston, Massachusetts. In his current role, he is responsible for the day-to-day management of client investment portfolios, taking an active leadership role in asset allocation and investment strategy decisions.
Brady's expertise spans equity and fixed income markets, with a strong focus on personalized portfolio construction for high-net-worth individuals and institutional clients. He covers a broad range of asset classes, including U.S. and international equities, as well as taxable and tax-exempt fixed income securities, tailoring asset mixes to client objectives and market outlooks.
With a career at Moody, Lynn, Lieberson & Walker since 2006, Brady brings over 15 years of professional investment management experience. He holds a Financial Planning certificate from Boston University and a BA in Philosophy from the University of New Hampshire, underscoring his analytical rigor and client-focused approach within the investment advisory sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Moody, Lynn, Lieberson & Walker LLC | Principal | Jan 2006 to Present | — |
Education
Boston University
Financial Planning, Finance, General
2014 — 2015
University of New Hampshire
BA, Philosophy
1992 — 1996
Skills & Expertise
Others at Moody LYNN & Lieberson, LLC (5)
| Name | Role | Location |
|---|---|---|
D David Walker | Chief Investment Officer | Boston, MA , United States |
E Eric Warasta | Principal and Portfolio Manager | 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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