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.
Mr. Scanlon spent more than 20 years in the asset management industry serving in a variety of sales, marketing and management roles. Prior to joining Lear Investment Management, Mr. Scanlon held various roles at Gamco Investors including head of distribution where he was responsible for managing the sales and marketing efforts for the firm. Previous roles included institutional and advisory sales at Merrill Lynch and multiple sales and client services responsibilities at Putnam Investments. Mr. Scanlon began his Wall Street career selling investment research for Thomson Financial.
Mr. Scanlon received his B.A. in Economics from Western New England University and lives in the Boston area with his wife and two children.
Mr. Robinson has served in various roles developing operational expertise in post-execution trade operations across various asset classes both domestic and international markets. His experience includes project management streamlining and implementing new processes and systems.
Prior to joining Lear Investment Management, Mr. Robinson was an Investment Operations Analyst at Oak Hill Advisors where he was responsible for trade operations, collateral, and repo management. He has also worked in roles at Carlson Capital and Fidelity Investments during his career.
Mr. Robinson received his B.S. from the University of North Texas and lives in the Dallas area.
Tom Steinle has more than 20 years of experience providing investment consulting and practice management expertise to hundreds of Independent Financial Advisors across the Northeast.
Prior to joining Lear, Mr. Steinle worked closely with Advisors to help grow and manage their businesses with both AssetMark and PMC. He began his career in Financial Services as an Advisor, Manager and Trainer with Connecticut Mutual Life Insurance Company.
Prior to working at Lear Investment Management, Ms. Sandt worked at asset management and private wealth firms such as Westwood Holdings Group, RBC International Wealth Management, HSBC Global Asset Management, Credit Suisse Asset Management, Barclay’s Private Banking, Coutts Bank (Switzerland) Ltd. and Bank of Boston International Private Banking.
Ms. Sandt received her B.A. in Spanish from Montclair State College and spent a semester abroad studying in Madrid, Spain. She has her license to teach Spanish in NJ. Ms. Sandt earned an M.B.A. in Investment Management from the Lubin School of Business at Pace University. She obtained a Masters Certificate in Neurolinguistics for Business Communication from NLP Training Concepts in Dallas. Most recently, she earned a Digital Marketing Certificate from Southern Methodist University.