Michael Lear, CFA^®, CAIA, CIMA^®

Designations and licenses

Michael holds the Chartered Financial Analyst® designation. He is also a Chartered Alternative Investment Analyst and a Certified Investment Management Analyst®.

Experience and education

Michael provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Michael worked at Citizens Private Wealth, Capital Group and AllianceBernstein.

Michael holds a bachelor’s degree in marketing from Boston College. He has a Master of Science in investment management with a concentration in finance from Boston University.

Personal interests

Away from the office, Michael enjoys golf, football, basketball and baseball. He also supports Blue Engine.