Log in
Forgot password


Share this profile with your contacts or followers:

MEMBER PROFILE

 

Michael Lear

Capital Group

 

Member profile details

Membership level
New Jersey Individual
First name
Michael
Last name
Lear
Title
SVP, Private Wealth Advisor
Company
Capital Group
 

CONTACT INFORMATION

City
South Orange
State
New Jersey
 

PROFILE INFORMATION

Call me when
You need help with a business sale and help with evaluating options. Need a new financial advisor you won't outgrow
Profession
  • Wealth Manager
Functional Expertise
  • Board of Directors (not for profit)
  • Business development
  • Capital markets
  • Charitable giving
  • Diversity/Equity/Inclusion
  • Equity
  • ESG
  • Fiduciary
  • Investments
  • Trusts
Client Industry(ies)
  • Business Services
  • Consumer Services
  • Education
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
Professional Certification(s)
CFA, CIMA, CAIA
In Business Since
1929
How to contact
6178038751
Copyright XPX Global LLC | Terms-of-Use | Privacy-Policy