Michael Lear Email & Phone Number
Senior Wealth Manager @ Mariner Wealth Advisors
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Michael Lear Location
- New York, NY, US
Michael Lear Work
- 2025 -now Senior Wealth Manager @
- 2020 -2025 Board of Directors @
- 2018 -2025 Board Of Directors @
- 2023 -2025 Senior Wealth Advisor @
- 2019 -2023 SVP, Private Wealth Advisor @
- 2017 -2019 VP, Financial Advisor @
- 2010 -2017 Portfolio Manager @
- 2009 -2010 Portfolio Advisor @
- 2008 -2009 Portfolio Manager @ Carruth Associates
- 2000 -2008 Portfolio Manager @
- 1998 -2000 Assistant Portfolio Manager @
- 1997 -1998 Fund Accountant @
Michael Lear Education
- The Wharton School
CIMA (CIMA, Certified Investment Management Analyst)
2009-2009 - Questrom School of Business, Boston University
2004 (2004, Finance)
2003-2004 - May 2004 Boston University Graduate School of Management
Master of Science (Master of Science, Investment Management)
1991-2004 - Boston College 1991-1996
- Phoenixville Area high school
Diploma (Diploma)
1988-1991 - Advent School
Diploma
1988-1991 - BC High
Michael Lear Skills
- Investments
- Series 63
- Portfolio Management
- Mutual Funds
- Series 6
- Investment Strategies
- Hedge Funds
- Asset Allocation
- Alternative Investments
- Fixed Income
- Securities
- Asset Management
- Equities
- Bloomberg
- Investment Management
- Series 3
- Capital Markets
- Finance
- Series 7
- Derivatives
- Investment Advisory
- Caia
- Wealth Management
- Microsoft Excel
- Microsoft Office
- Services
- Strategic Planning
- High Net Worth Individuals
- Financial Services
- Strategy
- Series 31
- Financial Analysis
Michael Lear Summary
- Michael Lear, based in New York, NY, US, is currently a Senior Wealth Manager at Mariner. Michael Lear brings experience from previous roles at Impact Capital Forum, Blue Engine, Citizens Private Wealth and Capital Group. Michael Lear holds a 2009 - 2009 CIMA in CIMA, Certified Investment Management Analyst @ The Wharton School. With a robust skill set that includes Investments, Series 63, Portfolio Management, Mutual Funds, Series 6 and more. Michael Lear has 3 emails and 2 mobile phone numbers on RocketReach.
Looking for a different Michael Lear?
Find contact details for 700 million professionals.
Others Named Michael Lear
Michael Lear
Facilities Manager, T-Mobile
Hilliard, OH, US
Michael Lear
Head of Benefits
London, GB
Michael Lear
Military and Veteran Employee Resource Group (ERG) Chair
Alexander, NY, US
Top Mariner Wealth Advisors Employees
Jesse Szlaga
Managing Director and Senior Wealth Advisor
Oak Brook, IL, US
Kyle Quinn
Managing Director
Carlsbad, CA, US
Ben Jones
Managing Director
Sarasota, FL, US
Bruce Kusmin
Co-Founder
Leawood, KS, US
Neil Dennis
Managing Director - Investment Banking
Kansas City, MO, US
Andreas Scott
Managing Director
Saint Paul, MN, US
Randy Boatman
Managing Director, Institutional Investments
Overland Park, KS, US
Amy Boyer
Managing Director, Advisor Attraction
Kansas City, MO, US
Ashley Gaskins
Vice President, Enterprise Strategy and Transformation
Overland Park, KS, US
Kate Ardini
Chief Marketing Officer
Boston, MA, US
Cheryl Bicknell
Chief Operating Officer, Chief Strategy Officer
Leawood, KS, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co