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Michael Lear, CFA, CAIA,CIMA

Managing Director, SVP, Senior Private Wealth Advisor

Michael Lear is a Senior Wealth Advisor at Citizens Private Wealth, located in New York. He specializes in working with high-net-worth individuals and families, providing tailored financial planning and investment strategies to help protect and grow their wealth. His expertise extends to nonprofit foundations and endowments, assisting them in achieving their long-term financial objectives.

Lear holds several prestigious designations, including Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), and Chartered Investment Management Analyst (CIMA). He earned his Bachelor of Arts from Boston College and a Master of Science in Investment Management from Boston University. Prior to his current role, he served as a Financial Advisor at AllianceBernstein and held various positions in portfolio management and advisory at firms such as Athena Capital Advisors and State Street Global Advisors.123

Highlights

Jul 15 · linkedin

As a #CitizensColleague I just had to share about the efforts to reduce food waste via NJ Devils Food Forward Jersey presented by Citizens. Following games and events, unserved meals from the Prudential Center are packaged for community partners to pick up and distribute to our New Jersey neighbors in need.

Learn more about this cool program here: http://spr.ly/6046iRNZG.

#MadeReady

Jul 9 · linkedin

We were thrilled to attend the Effie Awards Gala in NYC where we took home a Bronze Effie for our work in establishing Citizens as a “new kind of bank for NYC”.  

This recognition celebrates our commitment to innovation and excellence in creating memorable experiences for our customers, colleagues, and communities.

A huge congratulations to our partners at Ogilvy and to every #CitizensColleague that brought this to life.

#MadeReady #CitizensOfNYC

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Michael Lear, CFA, CAIA,CIMA
Michael Lear, CFA, CAIA,CIMA, photo 1
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Location

New York, New York, United States