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.
Mr. Warner served as a Managing Director and Portfolio Manager on various long/short equity and distressed credit portfolios for The Citadel Group, Deimos Asset Management and Carlson Capital over the last fifteen years. Through these experiences, he has developed a disciplined investment process, including a fundamentals-based research process, sophisticated portfolio construction and intensive risk management.
His investment experience also includes a multitude of corporate transactions, including marquis private equity deals, complex Chapter 11 restructurings, activist shareholder stakes and distressed credit investments. He has also advised on raising billions of capital in various currencies globally for a wide range of businesses.
Mr. Warner received his B.A. from the University of Virginia and M.B.A. from the Wharton School at the University of Pennsylvania where he graduated with Honors.
Ms. Daniels earned a Master Degree in Dispute Resolution and Conflict Management from Southern Methodist University. Ms. Daniels earned her undergraduate degree in Finance from Texas Wesleyan University.
Ms. Daniels has spent the last six years in the finance industry with a national tax and consulting firm in operations and client service. At Lear, she is responsible for client and partner service roles, as well as, all operations. In addition, Ms. Daniels will assist managing the various technology systems and gathering and processing data.