Adam Lear

Adam Lear: Email & Phone Number

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Chief Operating Officer at Price Student-Managed Investment Fund|Winnipeg, Manitoba, Canada

Position:

Chief Operating Officer at Price Student-Managed Investment Fund

Location:

Winnipeg, Manitoba, Canada

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Last updated: 2026-09-27
Updated: 2026-09-27

Found email addresses for Adam Lear:

Business emails:
a*******r@wellington-altus.ca

Found phone for Adam Lear:

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Current work details
Job levelC-Level
DepartmentFinancial Services
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Work Experience 2 years

Chief Operating Officer at Price Student-Managed Investment Fund

May 2026 - Current

Equity Analyst - Industrials at Price Student-Managed Investment Fund

May 2025 - Apr 2026

Junior Equity Analyst - Energy, Materials, and Utilities at Price Student-Managed Investment Fund

May 2024 - Apr 2025

Summer Analyst - M&A Deal Advisory at KPMG Canada

May 2026 - Aug 2026

Director of Finance at University of Manitoba Finance Organization (UMFO)

May 2025 - Apr 2026

Junior Transition Associate at Wellington-Altus

Jan 2025 - Mar 2026

Adam Lear started working in 2024, then the employee has changed 3 companies and 5 jobs. On average, Adam Lear works for one company for 9 months.

Their professional focus is Accounting, Equities, and Equity Research across 3 core areas.

Adam holds FMI Foundations, Bloomberg Spreadsheet Analysis, and Bloomberg Market Concepts certifications.

Education

Bachelor of Commerce - BComm Honours at University of Manitoba

Frequently Asked Questions

Finance and Accounting studies in the Bachelor of Commerce Honours program align directly with observed work in equity research, financial modeling, accounting, M&A deal advisory, and investment-fund operations. Since university enrollment began in 2023, applied exposure has expanded across six finance-focused roles, including Canadian industrials, energy, materials, utilities, and private-wealth integration.
Observed employment history moves from Junior Equity Analyst in energy, materials, and utilities to Equity Analyst in industrials, followed by transition integration, finance leadership, investment-fund operations, and M&A deal advisory. The current COO and Summer Analyst assignments, both observed for approximately four and a half months, add operating responsibility and transaction exposure to an already varied early-career finance trajectory.
The trajectory combines public-market research across Canadian aerospace, defence, services, manufacturing, energy, materials, and utilities with accounting leadership, private-wealth firm integration, and mid-market sell-side M&A. This transition broadens the functional base from company and sector analysis into operational finance, merger integration, and transaction advisory without losing a consistent foundation in financial analysis and modeling.

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