Our Team

Rick Lear - Managing Partner

Mr. Lear has been in the investment management business for two decades.

Prior to founding Lear Investment Management he was a Partner and Portfolio Manager with a Dallas based investment firm. From 2009 to 2015, Mr. Lear managed portfolios in a global, tactical, asset allocation strategy. His ability to identify global trends and tactically express with investments has led to superior outcomes for investors. His creative and intelligent research spans both fundamental and quantitative disciplines.

Previously, Mr. Lear served as Vice President at Neuberger Berman and as a Senior Investment Planning Analyst with Sanford C. Bernstein & Co. While at Bernstein, Mr. Lear was tapped to participate in the firm's Wealth Management Group to help solve complex investment dilemmas for high net worth families across the nation. He also served as a Portfolio Manager for US Trust on a team responsible for a multi-billion dollar quantitative, equity investment strategy. Mr. Lear now resides in Dallas, his hometown, with his wife, Laura, and their four children. He is a graduate of Southern Methodist University and the Securities Industry Institute of The Wharton School of the University of Pennsylvania. Mr. Lear serves on the board of trustees of Lamplighter School, the board of trustees of Vogel Alcove and the board of trustees of Positive Coaching Alliance. Always a student, Mr. Lear recently completed a program with the Harvard Business School Executive Education in India.

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Cody Lummus - Investment Advisor

Mr. Lummus began his career in the investment management business in 2007.

After earning a degree in Finance with Investment Emphasis from Texas Tech University, Mr. Lummus has been helping families with financial planning and investment strategy with one of the nation’s largest investment firms. A student of the capital markets and the investment industry for over a decade, Mr. Lummus noticed a shift in the investment management landscape. In order to better serve his clients, he made the decision to join the independent investment firm Lear Investment Management. He believes this platform provides his clients the best opportunity to achieve their purpose today and into the future. Mr. Lummus, his wife Taylor and their daughter reside in Dallas, Texas.

Holly Williams - Operations Manager

Holly Williams has been in the investment management business for 15 years in client service and operations roles with some of the largest firms on Wall Street.

Most recently, Holly worked with Bernstein Investment Research and Management as an integral part of a $1 Billion team with over 300 relationships. Mrs. Williams brings this experience and focus on supporting the operations and client service efforts to Lear Investment Management.

Erica G. Rabin

Director of Research (serving on Advisory Basis)

Ms. Rabin advises Lear Investment Management’s (“LIM”) investment research process by working closely with the firm’s investment team and maintaining relationships with external research providers. Prior to agreeing to a consulting arrangement with LIM, Ms. Rabin worked as Director of Research for Highside Capital from 2004-2013. Before being with Highside, she was a Retail Analyst and Managing Director at Maverick Capital, an Analyst with Soros Fund Management, and an Analyst at Goldman Sachs & Co. She is a graduate of Barnard College, Columbia University (magna cum laude) (’92) and has an MBA from the Wharton School (’97).