Nicholas Fitzgerald
Analyst-Equity bij Moody, Lynn, Lieberson & Walker LLC
Profiel
Mr. Nicholas J.
Fitzgerald, CFA, is a Vice President & Portfolio Manager at Moody, Lynn, Lieberson & Walker LLC.
He joined the firm in 2020.
Mr. Fitzgerald manages client portfolios and is responsible for research coverage of the information technology and healthcare sectors.
Mr. Fitzgerald was previously employed as a Vice President, Portfolio Manager & Equity Analyst by Cambridge Trust Co. (Investment Management) and a Manager of Alternative Investment Services by ALPS Advisors, Inc.
He received his Bachelor of Science degree from Providence College.
He is also a member of CFA Society Boston.
Actieve functies van Nicholas Fitzgerald
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Analyst-Equity | 01-03-2020 |
Eerdere bekende functies van Nicholas Fitzgerald
| Bedrijven | Functie | Einde |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 01-03-2020 |
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. | Corporate Officer/Principal | 01-02-2017 |
Opleiding van Nicholas Fitzgerald
| Providence College | Undergraduate Degree |
Ervaring
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
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. | Finance |
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. | Finance |
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. | Finance |
