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Robert A. Lieberson is chief financial officer and a director of Moody, Lynn & Lieberson, Inc. 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, the Boston Estate Planning Council and the Boston Long Table Syndicate.
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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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