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Rick Lear Location
Dallas, TX, US
Rick Lear Work
Founder and Managing Partner @ (January 2015 - Present)
Principal @ Dallas RIA (August 2009 - January 2015)
Wealth Advisor @ (January 2004 - August 2009)
Senior Associate @ (September 1997 - December 2003)
Rick Lear Education
Wharton School, University of Pennsylvania
SII - Executive Education
2009-2012
Southern Methodist University
Bachelors Degree (Economics/Political Science)
1992-1996
2014
Rick Lear Skills
Investments
Portfolio Management
Financial Modeling
Asset Management
Due Diligence
Alternative Investments
Equities
Financial Analysis
Private Equity
Hedge Funds
Strategy
Program Management
Marketing
Entrepreneurship
Services
Financial Services
Banking
Microsoft Excel
Rick Lear Summary
Rick Lear, based in Dallas, TX, US, is currently a Founder and Managing Partner at Lear Investment Management. Rick Lear brings experience from previous roles at Dallas RIA, Neuberger Berman and AllianceBernstein. Rick Lear holds a 2009 - 2012 SII - Executive Education @ Wharton School, University of Pennsylvania. With a robust skill set that includes Investments, Portfolio Management, Financial Modeling, Asset Management, Due Diligence and more. Rick Lear has 2 emails and 1 mobile phone numbers on RocketReach.
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