Lear Investment Management Names Eric Stephenson Managing Director
Dallas-based Lear Investment Management has appointed veteran investor Eric Stephenson as Managing Director and Director of Research to expand its research capabilities.
Lear Investment Management, a Dallas-based SEC-registered investment adviser catering to high-net-worth clients, has appointed Eric Stephenson as Managing Director and Director of Research, the firm announced September 29, 2026.
Stephenson brings a broad background spanning fundamental research, portfolio management and credit analysis to his new role. The appointment signals Lear's intent to deepen its in-house research infrastructure as the firm grows its advisory operations.
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The hire reflects a broader trend among boutique registered investment advisers to bolster analytical talent in order to compete with larger institutional asset managers. By elevating research capabilities, Lear positions itself to offer more rigorous investment analysis to its high-net-worth client base.
Founded and headquartered in Dallas, Lear operates as an SEC-registered investment adviser, a designation that requires adherence to federal fiduciary standards. The addition of a dedicated Director of Research underscores the firm's commitment to expanding its investment management platform.
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