Dallas-based investment manager Lear Investment Management (Lear) has appointed Andrew Smith as a Research Analyst.
Smith, who most recently served as an Investment Analyst for Bank of Texas, a subsidiary of BOK Financial (BOKF), will play a key role in supporting Lear’s proprietary research, portfolio management and creative intelligence gathering functions.
Managing Partner Rick Lear (pictured), says: “We are excited to welcome Andrew to the team and believe our private and institutional clients will benefit from his analytical skills, work ethic and creative thinking. His addition affirms our ability to attract top talent to our growing business, and we look forward to Andrew’s contributions and immediate, positive impact on our investment performance and client service capabilities.”
In addition to the attributes identified above, Smith brings differentiated expertise in his ability to synthesise complex data and develop quantitative models that deliver customised investment solutions. His development of these models focuses on multi-asset macro investment strategy, risk-based portfolio analytics, and goals-based portfolio construction methods.
Prior to his role at BOKF, Smith served as a Senior Associate for The Northern Trust Company. Always a student of the market, Smith is pursuing his CFA charter. He attended Southern Methodist University, where he earned his Bachelor’s degree in Economics and Finance.