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 serving high-net-worth clients, has appointed Eric Stephenson as Managing Director and Director of Research, the firm announced September 29, 2026.
Stephenson brings experience spanning fundamental research, portfolio management and credit analysis to the role, according to the company. His appointment signals Lear's intent to deepen its in-house research infrastructure as it competes for high-net-worth capital in an increasingly competitive advisory landscape.
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The hire reflects a broader trend among boutique registered investment advisers to bolster analytical talent as clients demand more rigorous, research-driven investment strategies. Lear's decision to create a dedicated Director of Research position suggests the firm is formalizing a function that may previously have been distributed across its investment team.
No financial terms of the appointment were disclosed. Lear Investment Management is registered with the U.S. Securities and Exchange Commission and operates out of Dallas, Texas.
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