Eric Warasta

Principal & Portfolio Manager at Moody, Lynn, Lieberson & Walker, LLC

Role
Principal & Portfolio Manager at Moody, Lynn, Lieberson & Walker, Llc
Location
Boston, MA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Principal & Portfolio Manager

    Moody, Lynn, Lieberson & Walker, Llc

    Sep 2017 — Present · Boston, MA, US

    Eric G. Warasta joined Moody, Lynn & Lieberson LLC in 2017 as Principal and Portfolio Manager. He manages client portfolios and is responsible for research coverage of the industrial, utility, and consumer cyclical sectors. He is a member of CFA Society Boston, through which he serves as a mentor to Suffolk University in the annual CFA Institute Research Challenge, and is a member of the board of trustees of The Eliot School of Fine & Applied Arts.

Education

  • Tufts University

    BS, Quantitative Economics

  • Babson F.W. Olin Graduate School of Business

    MBA, Finance

    2002 — 2004

Skills

  • Investment Advisory
  • Equity Research
  • Financial Analysis
  • Macroeconomics
  • Valuation
  • Asset Management
  • Economics
  • Asset Allocation
  • Banking
  • Mutual Funds
  • Investments
  • Equities
  • Bloomberg
  • Portfolio Management
  • Bloomberg Terminal
  • Finance
  • Dcf
  • Investment Management
  • Chartered Financial Analyst
  • Asset Managment
  • Equity Valuation
  • Financial Modeling

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Eric Warasta — Principal & Portfolio Manager at Moody, Lynn, Lieberson & Walker, Llc in Boston, MA, US | Unifers