Michael Lear Location
New York, NY, US
Michael Lear Work
- 2025 - now Senior Wealth Manager @ Mariner Wealth Advisors
- 2020 - 2025 Board of Directors @ Impact Capital Forum
- 2018 - 2025 Board Of Directors @ Blue Engine
- 2023 - 2025 Senior Wealth Advisor @ Citizens Private Wealth
- 2019 - 2023 SVP, Private Wealth Advisor @ FocusPoint Private Capital Group
- 2017 - 2019 VP, Financial Advisor @ Bernstein Private Wealth Management
- 2009 - 2010 Portfolio Advisor @ MetLife
- 2000 - 2008 Portfolio Manager @ State Street Investment Management
- 1998 - 2000 Assistant Portfolio Manager @ Batterymarch Financial Management
- 1997 - 1998 Fund Accountant @ Investors Bank & Trust
Michael Lear Education
- The Wharton School
CIMA (Certified Investment Management Analyst)
2009 - 2009 - Questrom School of Business, Boston University
2004 (Finance)
2003 - 2004 - May 2004 Boston University Graduate School of Management
Master of Science (Investment Management)
1991 - 2004
- Boston College1991 - 1996
- Phoenixville Area high school
Diploma
1988 - 1991 - BC High
- Advent School
Michael Lear Skills
- Investments
- Series 63
- Portfolio Management
- Mutual Funds
- Series 6
- Investment Strategies
- Hedge Funds
- Asset Allocation
- Alternative Investments
- Fixed Income
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 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 2 emails and 1 mobile phone numbers on RocketReach.
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Top Mariner Wealth Advisors Employees
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Marty Bicknell
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Overland Park, KS, US35+ -
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Co-Founder at Mariner Wealth Advisors
Leawood, KS, US35+ -
Verne Marble
Managing Director, Mariner Independent at Mariner Wealth Advisors
Overland Park, KS, US24 -
Jake Kern
Managing Partner at Mariner Wealth Advisors
Overland Park, KS, US24 -
Randy Boatman
Managing Director, Institutional Investments at Mariner Wealth Advisors
Overland Park, KS, US25 -
Jeff Poe
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Kansas City, MO, US25+ -
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Ben Jones
Managing Director at Mariner Wealth Advisors
Sarasota, FL, US11 -
Aaron Clark
Managing Director at Mariner Wealth Advisors
Scottsdale, AZ, US25 -
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Kyle Quinn
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Suzanne Wheeler
Managing Director and Senior Wealth Advisor at Mariner Wealth Advisors
Amarillo, Texas, United States33 -
Andreas Scott
Managing Director at Mariner Wealth Advisors
Saint Paul, MN, US25
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