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Nick Leasure

Nick Leasure

Investment Analyst at Kathmere Capital Management, LLC

Philadelphia, PA , United States

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

OrganizationRoleDate RangeDetails
Kathmere Capital ManagementInvestment AnalystOct 2020 to Present
CBREInternJun 2019 to Aug 2019
University of Pennsylvania Museum of Archaeology and AnthropologyCollection AssistantSep 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)

NameRoleLocation
Nicholas Olesen
Nicholas Olesen
PrincipalKing of Prussia, PA , United States