Michael Lear is a finance expert with an extensive background in investment management and financial planning. With more than 16 years of experience, Mr. Lear specializes in creating customized plans for high net worth individuals and families to protect and grow their wealth across multiple generations. In addition, he helps nonprofit foundations and endowments make informed financial decisions to reach their long-term objectives. Mr. Lear holds a master's degree in Investment Management, a CIMA designation from The Wharton School, and is a CFA and CAIA charterholder.

Previously, Mr. Lear worked in several prestigious institutions, including Capital Group, where he currently serves as SVP, Private Wealth Advisor. Additionally, he has worked with Bernstein Private Wealth Management, Athena Capital Advisors, and MetLife, among others. Mr. Lear is also committed to giving back to the community and has served on the Board of Directors of Impact Capital Forum and Blue Engine.

Overall, Mr. Lear is a seasoned finance expert with a unique blend of skills in managing portfolios for high net-worth individuals and institutions, providing customized financial planning, and working with nonprofit organizations.