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Robert A. Lieberson is a managing director and senior
portfolio manager of Moody, Lynn & Co. He is responsible for the
day to day management of client portfolios, provides tax-advantaged
wealth transfer plans, solutions for charitable gifting and concentrated,
restricted or low cost equity holdings, and manages fixed income investments
for the firm. Mr. Lieberson has direct research responsibility for
the financial services, utilities and real estate investment trust
sectors.He has served as a volunteer treasurer and board member for several
not-for-profit organizations and is a member of the Boston Security Analysts
Society, the CFA Institute and the Boston Estate Planning Council.
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Brown Brothers Harriman & Co. –
Vice President and Portfolio Manager |
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KPMG Peat Marwick – Senior Tax Specialist |
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B.A. Bates College,Economics |
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M.S. Accounting, Northeastern University |
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