Nicholas Fitzgerald
Analyst-Equity at Moody, Lynn, Lieberson & Walker LLC
Active connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Martin Lynn | M | - |
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. | 35 years |
Michael Moody | M | - |
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. | 35 years |
Bob Lieberson | M | - |
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. | 24 years |
Andy Hicks | M | - |
ALPS Advisors, Inc.
ALPS Advisors, Inc. Investment ManagersFinance ALPS Advisers, 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. | 9 years |
David Walker | M | - |
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. | 7 years |
Eric Warasta | M | - |
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. | 7 years |
Michael Brady | M | - |
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. | 19 years |
Caroline R. Benjamin | F | - |
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. | 4 years |
David Stephen Lynch | M | - |
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. | 7 years |
Scott Smith | M | - |
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. | 6 years |
Stacie Lee Southern | F | - |
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. | 5 years |
Stig Zarle | M | - |
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. | 4 years |
Brandon George Auger | M | - |
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. | 5 years |
Michael LaCorte | M | - |
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. | 6 years |
Connections Chart
Multi-company connection
Former connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Erin Douglas Nelson | F | 47 |
ALPS Advisors, Inc.
ALPS Advisors, Inc. Investment ManagersFinance ALPS Advisers, 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. | - |
Mark F Abodeely | M | - |
Providence College
| 5 years |
John C. Vreeland | M | - |
Providence College
| 4 years |
Casey Tenney | M | - |
Providence College
| 6 years |
Jessica Iannetta | F | - |
Providence College
| 5 years |
Gregory McQuade | M | - |
Providence College
| 4 years |
Drew Foster | M | - |
Providence College
| 4 years |
Margaret C. Reinfried | F | - |
Providence College
| 4 years |
Ryan Brogan | M | - |
Providence College
| 4 years |
Patrick Smerkers | M | - |
Providence College
| 4 years |
Kristin Tougias | F | - |
Providence College
| 10 years |
Gregory DiCiancia | M | - |
Providence College
| 4 years |
Giuseppe Guerriero | M | - |
Providence College
| 4 years |
Breanna McKeehan | F | - |
Providence College
| 4 years |
Thomas Hiler | M | - |
Providence College
| 4 years |
Marshall Cady | M | - |
Providence College
| 4 years |
Maggie McInnis | F | - |
Providence College
| 4 years |
Andrew Murray | M | - |
Providence College
| 4 years |
Ashley Ford | F | - |
Providence College
| 4 years |
Michael Englert | M | - |
Providence College
| 4 years |
Casey Chory | F | - |
Providence College
| 4 years |
Kendall Williams | M | - |
Providence College
| 4 years |
Steven Vanne | M | - |
Providence College
| 4 years |
BALDELLI NICOLE | F | - |
Providence College
| 4 years |
Sara Casey | F | - |
Providence College
| 4 years |
ryan hayes | M | - |
Providence College
| 4 years |
William P. Kawas | M | - |
Providence College
| 4 years |
Scott Lawrence Palumbo | M | - |
Providence College
| 4 years |
Kevin R. McClelland | M | - |
Providence College
| 4 years |
Damon Coyne Barglow | M | - |
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. | 5 years |
Katherine Armstrong | F | - |
Providence College
| 3 years |
Louie DiPalma | M | - |
Providence College
| 4 years |
Jim Ferry | M | - |
Providence College
| 4 years |
Tyler Doyle | M | - |
Providence College
| 4 years |
Michael Eng | M | - |
Providence College
| 4 years |
Carolyn Marziali | F | - |
Providence College
| - |
Sean Stak | M | - |
Providence College
| 4 years |
James Scola | M | - |
Providence College
| 4 years |
Kathryn L. Hersey | F | - |
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. | 9 years |
William Concannon | M | 68 |
Providence College
| 8 years |
Matt B. Cioppa | M | - |
Providence College
| 4 years |
Bob Doctor | M | - |
Providence College
| 4 years |
Adrian Wirt | M | - |
Providence College
| 4 years |
Eric R. Cunnane | M | - |
Providence College
| 4 years |
Anthony Bergmann | M | 38 |
Providence College
| 4 years |
Teddy Fusaro | M | - |
Providence College
| 4 years |
Michael Maggio | M | - |
Providence College
| 4 years |
Austin R. Hagaman | M | - |
Providence College
| 2 years |
Andrea E. Kuchli | F | 39 |
ALPS Advisors, Inc.
ALPS Advisors, Inc. Investment ManagersFinance ALPS Advisers, 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. | - |
Alexander E. Archambo | M | - |
Providence College
| 4 years |
Christopher Zaffuto | M | - |
Providence College
| 4 years |
Statistics
Country | Connections | % of total |
---|---|---|
United States | 65 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Nicholas Fitzgerald
- Personal Network