Profil
Mr. Michael J.
Lear, CFA, is Vice President & Portfolio Management at Athena Capital Advisors LLC.
Prior to joining Athena Capital, Mr. Lear was with MetLife Investment Strategies Group where he worked as a Portfolio Advisor.
Prior to MetLife Investment, he worked as a Portfolio Manager at Carruth Associates.
He also spent eight years as a Portfolio Manager at State Street Global Advisors.
He also worked with the Investor Solutions Group where he focused on tax efficient solutions for high net worth clients.
He received his BS in Marketing from Boston College and M.S.
in Investment Management from Boston University.
Anciens postes connus de Michael J. Lear
| Sociétés | Poste | Fin |
|---|---|---|
Fiduciary Trust International LLC
 Fiduciary Trust International LLC Investment ManagersFinance Fiduciary Trust International LLC (FTI) is a SEC-registered investment advisor and wealth management firm headquartered in Lincoln, Massachusetts. The firm was founded by Dr. Lisette Cooper in 1931 as Athena Capital Advisors LLC and rebranded as Fiduciary Trust International LLC in 2020. They are a subsidiary of Fiduciary International Holding, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). FTI provides highly customized portfolio management, research, and related wealth management services to high- and ultra-high-net worth individuals, families, and nonprofit institutions. The firm also provides advisory services to privately offered investment funds. | Gestionnaire de Portefeuille-Actions | 01/04/2017 |
Investor Solutions Group of California
 Investor Solutions Group of California Investment ManagersFinance Investor Solutions Group of California offers financial planning services, advises and recommendations. The company was founded in 2002 and is headquartered in Huntington Beach, CA. | Corporate Officer/Principal | - |
State Street Global Advisors
 State Street Global Advisors Investment ManagersFinance State Street Global Advisors (State Street Global Advisors) is a private equity subsidiary of State Street Corp. founded in 1978. The firm is headquartered in Boston, Massachusetts. | Corporate Officer/Principal | - |
Carruth Associates LLC
 Carruth Associates LLC Financial ConglomeratesFinance Carruth Associates LLC operates as an investment company. The private company is based in Westborough, MA. | Corporate Officer/Principal | - |
MetLife Investment Management LLC
 MetLife Investment Management LLC Investment ManagersFinance MetLife Investment Management LLC (MIM) is a SEC-registered investment advisor headquartered in Whippany, New Jersey. The firm was founded in 2006 and formerly known as MetLife Investment Advisors Co. LLC. They are a subsidiary of MetLife Investment Management Holdings LLC, which is owned by MetLife, Inc. (NYSE: MET). MIM provides advisory services to institutional clients, pension and profit-sharing plans (which include government plans), sovereign funds, limited partnerships, and MetLife affiliated accounts such as MetLife’s domestic insurance company subsidiaries, registered investment companies, and pooled investment vehicles. | Corporate Officer/Principal | - |
Formation de Michael J. Lear
| Boston University | Graduate Degree |
| Boston College | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Fiduciary Trust International LLC
Fiduciary Trust International LLC Investment ManagersFinance Fiduciary Trust International LLC (FTI) is a SEC-registered investment advisor and wealth management firm headquartered in Lincoln, Massachusetts. The firm was founded by Dr. Lisette Cooper in 1931 as Athena Capital Advisors LLC and rebranded as Fiduciary Trust International LLC in 2020. They are a subsidiary of Fiduciary International Holding, Inc., ultimately held by Franklin Resources, Inc. (NYSE: BEN). FTI provides highly customized portfolio management, research, and related wealth management services to high- and ultra-high-net worth individuals, families, and nonprofit institutions. The firm also provides advisory services to privately offered investment funds. | Finance |
MetLife Investment Management LLC
MetLife Investment Management LLC Investment ManagersFinance MetLife Investment Management LLC (MIM) is a SEC-registered investment advisor headquartered in Whippany, New Jersey. The firm was founded in 2006 and formerly known as MetLife Investment Advisors Co. LLC. They are a subsidiary of MetLife Investment Management Holdings LLC, which is owned by MetLife, Inc. (NYSE: MET). MIM provides advisory services to institutional clients, pension and profit-sharing plans (which include government plans), sovereign funds, limited partnerships, and MetLife affiliated accounts such as MetLife’s domestic insurance company subsidiaries, registered investment companies, and pooled investment vehicles. | Finance |
Investor Solutions Group of California
Investor Solutions Group of California Investment ManagersFinance Investor Solutions Group of California offers financial planning services, advises and recommendations. The company was founded in 2002 and is headquartered in Huntington Beach, CA. | Finance |
Carruth Associates LLC
Carruth Associates LLC Financial ConglomeratesFinance Carruth Associates LLC operates as an investment company. The private company is based in Westborough, MA. | Finance |
State Street Global Advisors
State Street Global Advisors Investment ManagersFinance State Street Global Advisors (State Street Global Advisors) is a private equity subsidiary of State Street Corp. founded in 1978. The firm is headquartered in Boston, Massachusetts. | Finance |
