Rick Lear

Mr. Lear has more than 13 years experience as a wealth management expert and was most recently a Vice President with Neuberger Berman in Dallas. As a Wealth Advisor, Mr. Lear assisted clients with all aspects of wealth preservation and growth, investment strategy, and personal financial planning.

A graduate of Southern Methodist University, Lear worked as a Senior Investment Planning Analyst with Sanford C. Bernstein & Co. in New York, Los Angeles and Dallas. At Bernstein, 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. Rick also served as a Portfolio Manager for US Trust in New York on a team responsible for a multibillion dollar quantitative, equity investment strategy.