About
Nick Leasure, CFA, serves as an analyst at Kathmere Capital Management, LLC, based in Philadelphia, Pennsylvania. In this role, he is responsible for conducting research, evaluating investment opportunities, and supporting portfolio management across client accounts. His key responsibilities involve contributing to the firm's investment advisory and portfolio management functions as part of a collaborative team approach.
Leasure's expertise is focused on wealth management and investment analysis, where he provides insights into asset allocation and security selection within diversified portfolios. While Kathmere Capital Management offers comprehensive financial services across public and private markets, the team’s capabilities encompass equities, fixed income, alternative investments, and bespoke multi-asset strategies, supporting clients in building robust, long-term investment plans.
He holds the Chartered Financial Analyst (CFA) designation, highlighting his analytical rigor and commitment to industry best practices. Leasure’s academic and professional credentials underpin his work in delivering evidence-based investment recommendations and strategies tailored to high-net-worth individuals, families, and institutional clients. He is recognized for his thorough approach to research and his ability to translate complex market insights into actionable guidance for diverse client profiles.
Career History
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Kathmere Capital Management | Investment Analyst | Oct 2020 to Present | — | 
| CBRE | Intern | Jun 2019 to Aug 2019 | — | 
| University of Pennsylvania Museum of Archaeology and Anthropology | Collection Assistant | Sep 2018 to May 2019 | — | 
Education
University of Pennsylvania
Bachelor of Arts - BA, Economics
2017 — 2020
Boston College
2016 — 2017
Malvern Preparatory School
High School Diploma
2012 — 2016
Others at Kathmere Capital Management, LLC (1)
| Name | Role | Location | 
|---|---|---|
| Principal | King of Prussia, PA , United States |