Profile
Mr. William B.
Moody, CFA, is a Founder & Managing Partner at Moody Aldrich Partners LLC and a Member at The Boston Security Analysts Society, Inc. He is co-Managing Partner of Moody Aldrich Partners (MAP) and is responsible for profitably growing the business through development of affiliates.
He and Mr. Eli Kent lead the firm’s overall business strategy and oversee its centralized business management activities.
In 1988, he co-founded Moody Aldrich & Sullivan which became MAP in 2003.
He has been a portfolio manager and business leader throughout his career.
Previously, he was co-founder, President and Chief Investment Officer at Dewey Square Investors, a multi-billion dollar diverse strategy firm that was sold to United Asset Management.
Formerly, he was Senior Vice President and Head of Institutional Investment Management at Bank Boston for fourteen years.
He is a Chartered Financial Analyst and earned a B.S.
in Economics from Syracuse University.
Bill Moody active positions
| Companies | Position | Start |
|---|---|---|
Moody Aldrich Partners LLC
 Moody Aldrich Partners LLC Investment ManagersFinance Moody Aldrich Partners LLC (MAP) is a privately held multi-boutique investment firm headquartered in Marblehead, Massachusetts. The firm was founded by William Moody, Amory Aldrich and Neil Sullivan in 1988 as Moody Aldrich & Sullivan LP. They changed their name to Moody Aldrich Partners LLC in 2003. MAP provides discretionary and non-discretionary investment advisory services to high net worth individuals, foundations/charities, endowments, corporate and public pensions, state government of municipal entities, other institutions, registered mutual funds, collective investment trusts and private funds. | Founder | 1987-12-31 |
| The Boston Security Analysts Society, Inc. | Corporate Officer/Principal | 2010-06-07 |
Former positions of Bill Moody
| Companies | Position | End |
|---|---|---|
| Dewey Square Investors Corp. | President | 1987-12-30 |
| Bank of Boston Corp. | Corporate Officer/Principal | - |
Training of Bill Moody
| Syracuse University | Undergraduate Degree |
Experiences
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1st degree connections
1st degree companies
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Linked companies
| Private companies | 4 |
|---|---|
Moody Aldrich Partners LLC
Moody Aldrich Partners LLC Investment ManagersFinance Moody Aldrich Partners LLC (MAP) is a privately held multi-boutique investment firm headquartered in Marblehead, Massachusetts. The firm was founded by William Moody, Amory Aldrich and Neil Sullivan in 1988 as Moody Aldrich & Sullivan LP. They changed their name to Moody Aldrich Partners LLC in 2003. MAP provides discretionary and non-discretionary investment advisory services to high net worth individuals, foundations/charities, endowments, corporate and public pensions, state government of municipal entities, other institutions, registered mutual funds, collective investment trusts and private funds. | Finance |
| Dewey Square Investors Corp. | Finance |
| The Boston Security Analysts Society, Inc. | |
| Bank of Boston Corp. | Finance |
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