Steve Lear
Head-Fixed Income Invts chez JPMorgan Investment Management, Inc.
Profil
Mr. Steven S.
Lear, CFA MBA, is a Portfolio Manager at JPMorgan Investment Management, Inc. He is a Managing Director and is the U.S.
Chief Investment Officer for Macro Strategies within the Global Fixed Income, Currency & Commodities group.
Based in New York, he is responsible for overseeing macro-driven fixed income investment strategies in the U.S., including core plus, insurance, liability-driven investing and stable value.
He has over 42 years of industry experience.
Prior to joining the firm in 2008, Mr. Lear was at Schroder Investment Management for ten years, serving as the Head of U.S.
Fixed Income for the last seven years.
Previously, he was a Partner at Weiss Peck and Greer, a Portfolio Manager at Credit Suisse First Boston Asset Management and the first Mortgage Securities Analyst at Fidelity Investments.
He began his career in 1980 at Mercer Consulting.
He has been honored by Citywire in the UK in 2011 for managing the top performing US bond fund and by Morningstar in Asia as the US Bond Manager of the Year in 2005.
He holds a B.A.
in Business Administration from the University of Western Ontario, an M.B.A from the University of California, Berkeley and is a CFA charterholder.
Postes actifs de Steve Lear
| Sociétés | Poste | Début |
|---|---|---|
JPMorgan Investment Management, Inc.
 JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Head-Fixed Income Invts | 01/01/2008 |
Anciens postes connus de Steve Lear
| Sociétés | Poste | Fin |
|---|---|---|
Schroder Investment Management North America, Inc.
 Schroder Investment Management North America, Inc. Investment ManagersFinance Schroder Investment Management North America, Inc. (SIMNA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of Schroder US Holdings, Inc., ultimately held by Schroders Plc (LON: SDR) in Great Britain. SIMNA manages separate accounts on a discretionary basis for institutions, endowments, foundations, pension funds, government retirement plans, and insurance companies and, as sub-adviser, to registered investment companies sponsored by other advisers. The firm also acts as the investment adviser to the Schroder Funds, which are sold in the US predominantly to institutional clients. They also serve as the manager and general partner of private investment partnerships or funds. | Portfolio Manager-Fixed Income | 31/08/2008 |
Mercer LLC
 Mercer LLC Investment ManagersFinance Mercer LLC provides human resources and staffing consulting services. Its services include retirement plans, health and benefits, investments, merger and acquisitions, and human capital services. It focuses on advising clients on the financial, cultural, and talent aspects of human capital issues in corporate and private equity transactions, mergers, acquisitions, joint ventures, divestitures, spin-offs, start-ups, and business transformations. The company is headquartered in New York, NY. | Corporate Officer/Principal | - |
Fidelity Capital Investors, Inc.
 Fidelity Capital Investors, Inc. Investment ManagersFinance Headquartered in Boston, Fidelity Capital Investments invests private equity on behalf of Fidelity Management & Research Co. | Corporate Officer/Principal | - |
| Weiss, Peck & Greer LLC | Corporate Officer/Principal | - |
Formation de Steve Lear
| University of Western Ontario | Undergraduate Degree |
| University of California, Berkeley | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
Schroder Investment Management North America, Inc.
Schroder Investment Management North America, Inc. Investment ManagersFinance Schroder Investment Management North America, Inc. (SIMNA) is a SEC-registered investment advisor headquartered in New York City. The firm is a subsidiary of Schroder US Holdings, Inc., ultimately held by Schroders Plc (LON: SDR) in Great Britain. SIMNA manages separate accounts on a discretionary basis for institutions, endowments, foundations, pension funds, government retirement plans, and insurance companies and, as sub-adviser, to registered investment companies sponsored by other advisers. The firm also acts as the investment adviser to the Schroder Funds, which are sold in the US predominantly to institutional clients. They also serve as the manager and general partner of private investment partnerships or funds. | Finance |
JPMorgan Investment Management, Inc.
JPMorgan Investment Management, Inc. Investment ManagersFinance JPMorgan Investment Management, Inc. (JPMIM) is a global, SEC-registered investment advisor headquartered in New York City. The firm was founded in 2000 as the result of Chase Manhattan's purchase of Robert Fleming Holdings and the subsequent merger of Chase and JPMorgan. In January 2010, JPMorgan Investment Advisors merged into JP Morgan Investment Management. JPMIM is a subsidiary of JPMorgan Asset Management Holdings, Inc., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM). The firm primarily provides investment advisory services to both US and non-US institutional and retail clients. | Finance |
| Weiss, Peck & Greer LLC | Finance |
Fidelity Capital Investors, Inc.
Fidelity Capital Investors, Inc. Investment ManagersFinance Headquartered in Boston, Fidelity Capital Investments invests private equity on behalf of Fidelity Management & Research Co. | Finance |
Mercer LLC
Mercer LLC Investment ManagersFinance Mercer LLC provides human resources and staffing consulting services. Its services include retirement plans, health and benefits, investments, merger and acquisitions, and human capital services. It focuses on advising clients on the financial, cultural, and talent aspects of human capital issues in corporate and private equity transactions, mergers, acquisitions, joint ventures, divestitures, spin-offs, start-ups, and business transformations. The company is headquartered in New York, NY. | Finance |