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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Leavell Investments | Senior Analyst | Sep 2024 to Present | — |
| LoneTree Wealth Management | Wealth Advisor | Mar 2023 to Oct 2024 | — |
| Southeastern Asset Management | Client Relations Associate | Jan 2021 to Oct 2022 | — |
| Southeastern Asset Management | Client Service Associate | Jul 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
Others at Leavell Investment Management, Inc. (9)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Mobile, AL , United States | |
| Portfolio Manager | Mobile, AL , United States | |
| Portfolio Manager | Birmingham, AL , United States | |
M Michael Hofto | Portfolio Manager | Mobile, AL , United States |
| Portfolio Manager | Birmingham, AL , United States | |
| Portfolio Manager | Birmingham, AL , United States | |
| Analyst | Dalton, GA , United States | |
| Senior Analyst | Mobile, AL , United States | |
| Portfolio Manager | Mobile, AL , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
A Allen Cox | Analyst | Vulcan Value Partners, LLC | Birmingham, AL , United States |
| Principal, Equity Analyst | Vulcan Value Partners, LLC | Birmingham, AL , United States |