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Michael Lear, CAIA, CIMA® Michael Lear, CAIA, CIMA joined Athena Capital in 2010 as a Portfolio Advisor in the Client Management Group and is a member of the Portfolio Management team. An experienced portfolio manager, Michael came to Athena from MetLife Investment Strategies Group where he worked as a portfolio advisor. Prior to that Michael worked as a portfolio manager at Carruth Associates managing assets for an investment division of the single family office. He also spent eight years as a portfolio manager at State Street Global Advisors. In his time at SSgA he worked on the Multi Asset Class Solutions team focusing on exposure management and portable alpha as well as in the Investor Solutions Group where he focused on tax efficient solutions for high net worth clients. Michael earned his B.S. in Marketing from Boston College and holds an M.S. in Investment Management from Boston University. Michael has received the Certified Investment Management Analyst designation, the Chartered Alternative Investment Analyst designation, is a member of the Investment Management Consultants Association and the Boston Security Analyst Society. Michael currently holds the Series 6 license and Series 63 license. |