Suggestions
Michael Lear, CFA, CAIA,CIMA
Managing Director, SVP, Senior Private Wealth Advisor
Michael Lear is a Senior Wealth Advisor at Citizens Private Wealth, located in New York. He specializes in working with high-net-worth individuals and families, providing tailored financial planning and investment strategies to help protect and grow their wealth. His expertise extends to nonprofit foundations and endowments, assisting them in achieving their long-term financial objectives.
Lear holds several prestigious designations, including Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), and Chartered Investment Management Analyst (CIMA). He earned his Bachelor of Arts from Boston College and a Master of Science in Investment Management from Boston University. Prior to his current role, he served as a Financial Advisor at AllianceBernstein and held various positions in portfolio management and advisory at firms such as Athena Capital Advisors and State Street Global Advisors.123
