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William
B. Moody, CFA – Co-founder, Managing Principal
Portfolio Manager
Over 30 years of investment management experience
Bill began his career as a Private Placement Analyst at Mass Mutual
and then became a Portfolio Manager and Analyst at Spear & Staff.
He went on to serve as Senior Vice President and Head of Institutional
Investment Management at Bank Boston until he co-founded Dewey Square
Investors and served as President and Chief Investment Officer.
– Syracuse University, BS in Economics
– Member of the Boston Security Analysts Society and the CFA
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Amory
A. Aldrich, Jr. – Co-founder, Managing Principal
Portfolio Manager
Over 30 years of investment management experience
Amory began his career as an Actuarial Programmer at John Hancock
Financial and went on to become a Professor of Probability and Statistics
at the University of Connecticut. He then became Vice President,
Portfolio Manager and Head of Equity Research at Bank Boston until
he co-founded Dewey Square Investors and served as Director of Research
and Portfolio Manager.
– University of New Hampshire; MS in Mathematics
– Worcester Polytechnic Institute; BS in Physics
– Member of the Boston Security Analysts Society and the
Financial Analysts Federation
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Michael
C. Pierre, Principal
Portfolio Manager
Over 15 years of investment management experience
Mike began his career as an Accountant and Analyst prior to becoming
a Portfolio Manager. He previously worked for the Boston Company,
Merrill Lynch, RJS Capital Management, and was founding Principal
and Portfolio Manager at Pierre & Company.
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University of Notre Dame, BA
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Member of the Boston Security Analysts Society
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Christopher M. Begg, CFA, Associate Portfolio Manager
Over 13 years of investment management experience
Chris joined Moody Aldrich Partners in 2007 as an Associate Portfolio Manager. Prior to joining Moody Aldrich, Chris spent 11 years at Boston Research and Management leaving as Portfolio Manager and Principal. Previously, he spent two years at MFI Capital Management Inc. as an Equity Analyst.
– University of New Hampshire, BA in Finance and International Affairs
– Member of the Boston Security Analysts Society and the CFA Institute |
James
M. O’Brien, CFA, Associate Portfolio Manager
Over 16 years of investment management experience
Jim was a Senior Fund Accountant at Fidelity Investments and also
gained experience in financial technology business development with
Primark and One Source Information Services. Prior to joining Moody
Aldrich, Jim was an Equity Research Analyst at Citizens Funds.
– Bentley College, Masters Certificate in Accountancy, BS
in Economics and Finance
– Member of the Boston Security Analysts Society and the CFA Institute
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