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Helen Hinds

Helen Hinds

Senior Analyst at Leavell Investment Management, Inc.

Birmingham, AL , United States

About

Helen Hinds is a Senior Analyst at Leavell Investments in Birmingham, Alabama, where she contributes to research and portfolio management across multiple asset classes. At Leavell, her responsibilities include supporting portfolio managers with fundamental investment analysis, asset allocation, and the construction of diversified portfolios comprising individual equities, fixed income securities, and alternative investments such as REITs and master limited partnerships. Her work spans various sectors, with a focus on achieving long-term capital growth while maintaining robust risk controls for clients.

Helen joined Leavell Investments in 2024 after spending seven years in Memphis, Tennessee, where she held roles at LoneTree Wealth Management as a Wealth Advisor and at Southeastern Asset Management as a Client Relations Associate. Her previous experience encompasses client advisory, relationship management, and investment planning—providing her with a well-rounded perspective on wealth management for high-net-worth individuals and families.

She holds a bachelor’s degree in Marketing from The University of Alabama and has additional educational credentials from Washington and Lee University and UMS-Wright Preparatory School. Helen’s analytical expertise, coupled with her diverse career in both advisory and investment research roles, positions her as a key contributor to Leavell’s client-focused and fundamentally driven investment approach.

Career History

OrganizationRoleDate RangeDetails
Leavell InvestmentsSenior AnalystSep 2024 to Present
LoneTree Wealth ManagementWealth AdvisorMar 2023 to Oct 2024
Southeastern Asset ManagementClient Relations AssociateJan 2021 to Oct 2022
Southeastern Asset ManagementClient Service AssociateJul 2017 to Jan 2021

Education

The University of Alabama

Bachelor's degree, Marketing

2015 2017

Washington and Lee University

2013 2015

UMS-Wright Preparatory School

Skills & Expertise

Microsoft Office
Microsoft Word
PowerPoint
Microsoft Excel
Public Speaking
Leadership

Others at Leavell Investment Management, Inc. (9)

NameRoleLocation
Dalton Nix
Dalton Nix
Portfolio ManagerMobile, AL , United States
Edward Norfleet
Edward Norfleet
Portfolio ManagerMobile, AL , United States
Jason Klauk
Jason Klauk
Portfolio ManagerBirmingham, AL , United States
M
Michael Hofto
Portfolio ManagerMobile, AL , United States
Rich Anthony
Rich Anthony
Portfolio ManagerBirmingham, AL , United States
Timothy Healey
Timothy Healey
Portfolio ManagerBirmingham, AL , United States
Alex Whitworth
Alex Whitworth
AnalystDalton, GA , United States
Reeves Duggan
Reeves Duggan
Senior AnalystMobile, AL , United States
Robert Hope
Robert Hope
Portfolio ManagerMobile, AL , United States

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