Bob Lieberson
Directeur Financier/CFO chez Moody, Lynn, Lieberson & Walker LLC
Provenance du réseau au premier degré de Bob Lieberson
Entité | Type d'entité | Industrie | |
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Moody, Lynn, Lieberson & Walker LLC
Moody, Lynn, Lieberson & Walker LLC Investment ManagersFinance Moody, Lynn, Lieberson & Walker LLC (MLLW) is an independent, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by Michael Moody in 1989 as Moody, Lynn & Lieberson LLC and has changed its name to Moody, Lynn, Lieberson & Walker LLC in 2023. MLLW manages the financial affairs of individuals, families, and select institutional accounts.
9
| Private Company | Investment Managers | 9 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Bob Lieberson via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
---|---|---|---|
MERRILL LYNCH PREFERRED CAPITAL TRUST I | Major Banks | Corporate Officer/Principal | |
MORGAN STANLEY | Investment Managers | Corporate Officer/Principal | |
Brown Brothers Harriman & Co. (Investment Management)
Brown Brothers Harriman & Co. (Investment Management) Investment ManagersFinance Brown Brothers Harriman & Co. (Investment Management) (BBH-IM) is the investment management division of Brown Brothers Harriman & Co., a registered broker/dealer headquartered in New York City. The firm was founded in 1931 and do-business-as Brown Brothers Harriman Mutual Fund Advisory Department. BBH-IM advises or sub-advises Mutual Funds, an ETF, and UCITS Funds. | Investment Managers | Portfolio Manager-Equities | |
Welch & Forbes LLC
Welch & Forbes LLC Investment ManagersFinance Welch & Forbes LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Edward Sohier and Charles Welch in 1838. They are a subsidiary of AMG WF Holdings LLC, ultimately held by Affiliated Managers Group, Inc. (NYSE: AMG). Welch & Forbes provides investment advice primarily to individuals and trusts. Their clients also include pension and profit-sharing plans, estates, charitable organizations, corporations and other business entities. | Investment Managers | Portfolio Manager-Equities | |
Oppenheimer & Co., Inc.
Oppenheimer & Co., Inc. Investment ManagersFinance Oppenheimer & Co., Inc. provides security brokerage services. It also offers investment banking and advice to high net worth investors, individuals, businesses and institutions. The company is headquartered in New York, NY. | Investment Managers | Corporate Officer/Principal | |
Cambridge Trust Co.
Cambridge Trust Co. Investment ManagersFinance Founded in 1890, Cambridge Trust Co. is a state chartered commercial bank headquartered in Cambridge, Massachusetts. The firm is a subsidiary of Cambridge Bancorp (NASDAQ: CATC). | Investment Managers | Portfolio Manager-Equities Analyst-Equity | |
Merrill Lynch Ventures LLC
Merrill Lynch Ventures LLC Investment ManagersFinance Merrill Lynch Ventures LLC is a venture capital firm headquartered in New York City. The firm is a division of the Merrill Lynch Global Markets & Investment Banking Group and their ultimate parent is Bank of America Corp. (NYSE: BAC). | Investment Managers | Corporate Officer/Principal | |
Redwood Investments LLC
Redwood Investments LLC Investment ManagersFinance Redwood Investments LLC (Redwood) is a SEC-registered investment advisor headquartered in Newton, Massachusetts. The firm was founded in 2004 by Jennifer Silver and Michael Mufson. In 2024, they were acquired by Alger Group Holdings LLC, a wholly owned subsidiary of Alger Associates, Inc. Redwood manages taxable and non-taxable equity investment portfolios for institutional clients worldwide. | Investment Managers | Analyst-Equity | |
Roanoke Asset Management Corp.
Roanoke Asset Management Corp. Investment ManagersFinance Roanoke Asset Management Corp. (Roanoke) is an independent registered investment advisor and wealth management firm headquartered in Jersey City, New Jersey. The firm was founded by Edwin Vroom in 1978. Roanoke provides portfolio management services to institutional and individual investors. | Investment Managers | Corporate Officer/Principal | |
Dartmouth College | College/University | Masters Business Admin | |
Harvard University
Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree | |
H. C. Wainwright & Co. LLC
H. C. Wainwright & Co. LLC Investment Banks/BrokersFinance H. C. Wainwright & Co. LLC (H. C. Wainwright) is a full-service broker/dealer headquartered in New York City. The firm was founded in 1868 and is a subsidiary of HCWHC, Inc. H. C. Wainwright delivers industry insights and real-time execution to both public and private small and middle-sized global emerging market companies. With a focus on identifying buyers and sellers in illiquid and difficult to trade equities, the firm specializes in block trading and providing liquidity in these securities with as little market impact as possible. | Investment Banks/Brokers | Corporate Officer/Principal | |
Boston University | College/University | Undergraduate Degree | |
Kidder Peabody & Co., Inc. /Non Retail Unit/
Kidder Peabody & Co., Inc. /Non Retail Unit/ Investment Banks/BrokersFinance Part of UBS Group AG, Kidder Peabody & Co., Inc. /Non Retail Unit/ is a security brokers & dealers. The company is based in Staten Island, NY. | Investment Banks/Brokers | Corporate Officer/Principal | |
Pell Rudman & Co.
Pell Rudman & Co. Investment Banks/BrokersFinance Part of BrightSphere Investment Group, Inc., Pell Rudman & Co. is an investment manager. The company is based in Boston, MA. Pell Rudman was acquired by Old Mutual (US) Holdings, Inc. on December 24, 1992. | Investment Banks/Brokers | Director of Research - Equity | |
Arkwright Insurance Co.
Arkwright Insurance Co. Specialty InsuranceFinance Part of Coface SA, Arkwright Insurance Co. is a company that provides property insurance services. The company is based in Johnston, RI. Arkwright Insurance was acquired by Compagnie Française d'Assurance pour le Commerce Extérieur SA from Factory Mutual Insurance Co. on February 18, 2004. | Specialty Insurance | Corporate Officer/Principal | |
Babson College | College/University | Masters Business Admin | |
Massachusetts Institute of Technology | College/University | Graduate Degree | |
Hunter College | College/University | Undergraduate Degree | |
Cornell University
Cornell University Other Consumer ServicesConsumer Services Cornell University is an educational institution that offers undergraduate and post graduate programs. It was founded in 1865 and is based in Ithaca, NY. | College/University | Undergraduate Degree | |
Trinity College (Connecticut) | College/University | Undergraduate Degree | |
Tufts University | College/University | Undergraduate Degree | |
Providence College | College/University | Undergraduate Degree | |
University of Maine | College/University | Undergraduate Degree | |
University of New Hampshire | College/University | Undergraduate Degree | |
MBIA Insurance Corp.
MBIA Insurance Corp. Multi-Line InsuranceFinance MBIA Insurance Corp. provides insurance services. It works with non-US public financial services. The firm focuses on detecting any deterioration in credit quality or changes in the economic, political or regulatory environment which may adversely affect guaranteed obligations of implementation through the final maturity of transactions. The company is headquartered in Armonk, NY. | Multi-Line Insurance | Corporate Officer/Principal | |
Eaton Vance WaterOak Advisors
Eaton Vance WaterOak Advisors Investment ManagersFinance Eaton Vance WaterOak Advisors (WaterOak) is a registered investment adviser headquartered in Boston, Massachusetts. The firm was founded in 2004 and was acquired in 2021 by Morgan Stanley Domestic Holdings, Inc., which is ultimately owned by Morgan Stanley (NYSE: MS). WaterOak provides comprehensive wealth management solutions on both a discretionary and a non-discretionary basis to individuals, families, a registered investment company, pension plans, trusts, endowments and other institutional clients. | Investment Managers | Portfolio Manager-Equities | |
United States Congressional Budget Office | General Government | Corporate Officer/Principal | |
ALPS Advisors, Inc.
ALPS Advisors, Inc. Investment ManagersFinance ALPS Advisors, Inc. (AAI) is a SEC-registered investment advisor headquartered in Denver, Colorado. The firm was founded in 2006 and is a subsidiary of ALPS Holdings, Inc., ultimately held by SS&C Technologies Holdings, Inc. (NASDAQ: SSNC). AAI provides discretionary investment management services exclusively to registered investment companies. | Investment Managers | Corporate Officer/Principal | |
Ledyard National Bank (Investment Management)
Ledyard National Bank (Investment Management) Investment ManagersFinance Ledyard National Bank (Investment Management) (dba Ledyard Financial Advisors) is the Investment and Trust Services division of Ledyard National Bank, a community bank headquartered in Hanover, New Hampshire. The firm was founded in 1994 to provide outstanding investment management, trust and custody services. They are a subsidiary of Ledyard Financial Group, Inc. (OTCMKTS: LFGP). Ledyard Financial Advisors provides integrated investment, tax, banking and wealth management services to affluent individuals, families and institutions throughout the Upper Valley, Lake Sunapee and Concord Regions. | Investment Managers | Portfolio Manager-Equities | |
National Public Finance Guarantee Corp.
National Public Finance Guarantee Corp. Investment ManagersFinance National Public Finance Guarantee Corp. provides investment advice for insurance company portfolio. The company was founded on December 25, 1959 and is headquartered in Purchase, NY. | Investment Managers | Corporate Officer/Principal | |
John Jay College of Criminal Justice | College/University | Graduate Degree | |
Gardner & Preston Moss, Inc. | Portfolio Manager-Equities | ||
South Kent School Corp.
South Kent School Corp. Other Consumer ServicesConsumer Services South Kent School Corp. operates as school. The company was founded in 1923 and is headquartered in South Kent, CT. | Other Consumer Services | Director/Board Member | |
Cambridge Trust Co. (Investment Management)
Cambridge Trust Co. (Investment Management) Investment ManagersFinance Cambridge Trust Co. (Investment Management) (Cambridge Trust-IM) is the investment management division of Cambridge Trust Co., which is owned by Cambridge Bancorp (NASDAQ: CATC). The firm was founded in 1890 and is headquartered in Cambridge, Massachusetts. Cambridge Trust-IM provides investment management services to a wide range of individuals and families, businesses, and non-profits. | Investment Managers | Portfolio Manager-Equities |
Statistiques
Internationale
Etats-Unis | 45 |
Israël | 2 |
Sectorielle
Finance | 31 |
Consumer Services | 14 |
Government | 2 |
Opérationnelle
Corporate Officer/Principal | 21 |
Portfolio Manager-Equities | 20 |
Undergraduate Degree | 9 |
Analyst-Equity | 9 |
Portfolio Manager-Fixed Income | 3 |
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