DALLAS, Aug. 23, 2016 /PRNewswire/ -- Lear Investment Management ("Lear"), a Dallas based firm focused on portfolio management, research, and a superior client experience, today announced that Cody Lummus has joined the Firm as Investment Advisor. Mr. Lummus joins Lear from Wells Fargo Advisors, where he served as an Associate Vice President and Investment Officer.
Managing Partner Rick Lear, commented, "We are delighted to welcome Cody to the team, and believe our firm will benefit from his nearly 10-years of asset management experience, investment acumen and superb client service skills. Perhaps most importantly, he believes in Lear's unique vision and value proposition: providing the kind of financial security and confidence that, in turn, enables our clients to lead more positive, impactful lives. We look forward to Cody's contributions and believe his addition to the team represents an important milestone in our growth."
Mr. Lummus began his career in the investment management business in 2007 with Wells Fargo, assuming roles of increasing responsibility. He attended Texas Tech University, where he earned a degree in Finance with an Investment Emphasis. He also volunteers for many charitable organizations within the community. Cody lives in Dallas with his wife, Taylor, and daughter, Leighton.
About Lear Investment Management
The Lear Investment Management team is comprised of research-driven experts oriented around creative intelligence gathering and an investment process that balances: (1) quantitative analysis; (2) rigorous fundamental research grounded in capitalizing on global economic trends; and (3) keen attention to risk management. The vast experience of the research team, coupled with its differentiated investment process, facilitates Lear's ability to develop – and act upon – a global investment thesis. The Firm's clients include select individuals, families and foundations. Lear also serves as a sub-advisor to financial advisors seeking an investment manager with Lear's unique investment capabilities.
For more information, please visit www.learim.com.
Lear Investment Management
Holly Williams, Operations Manager
SOURCE Lear Investment Management