Lear Investment Management

Lear Investment Management, founded in December 2014 by Frederick Lear, operates with a focus on personalized investment management services. Lear, the Managing Partner and Chief Compliance Officer, brings a wealth of experience to the firm, having previously served as a Partner at Sloan Wealth Management and as a Vice President at Neuberger Berman. Lear holds a BA in International Studies from Southern Methodist University, earned in 1996. Lear has a clean record with no disclosed disciplinary or legal events, ensuring a commitment to ethical and professional conduct. As the sole owner and representative, Lear oversees all firm activities, ensuring compliance with regulatory requirements and ethical standards. Clients can be assured of Lear's dedication to their best interests, as he does not receive compensation from any other source besides Lear Investment Management for advisory services. Lear's adherence to regulations, including the Code of Ethics, underscores the firm's commitment to transparency and integrity in client relationships.