Robert A. Lieberson, CFA, CPA, AEP®

Managing Principal & Director

Robert A. Lieberson is Chief Financial Officer, Managing Principal and a Director of Moody, Lynn & Lieberson, LLC. Bob manages portfolios for taxable and tax-exempt investors, oversees the firm’s fixed income investments, and serves on the management committee. Bob currently serves on the investment committee of the American Association of Endodontics Endowment and has served as a volunteer treasurer and board member for several not-for-profit organizations. He is a member of the Boston Security Analysts Society, the CFA Institute, the Boston Estate Planning Council and Boston Economic Club. Additionally, Bob is certified as an Accredited Estate Planner® by the National Association of Estate Planners and Councils.

  • Brown Brothers Harriman & Co – Vice President and Portfolio Manager
  • KPMG Peat Marwick – Senior Tax Specialist
  • B.A. Bates College, Economics
  • M.S. Accounting, Northeastern University