Mike Lear is a Senior Vice President and Private Wealth Advisor for Capital Group Private Client Services. He works directly with high net worth individuals and families to create customized plans for protecting and growing their wealth, often across multiple generations. He also helps nonprofit foundations and endowments pursue their long-term financial objectives through effective planning and investment management.
Prior to joining our firm in 2019, Mike served as a Financial Advisor at AllianceBernstein and, before that, spent time in portfolio management and advisory positions at Athena Capital Advisors, MetLife and State Street Global Advisors.
Mike received his BA from Boston College and received his MSIM from Boston University. He also holds the CFA, CIMA and CAIA designations and is a member of the New York Society of Security Analysts.