Leesa Nichols
Senior Market Director, Private Wealth at Stockbridge | San Francisco Bay Area
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Leesa Nichols serves as the Senior Regional Vice President at Hodges Capital Management, where she leverages her extensive expertise in asset management and alternative investments to drive growth and innovation within the firm. With a passion for fostering genuine connections and a positive outlook, Leesa excels in navigating the complexities of the investment landscape, particularly through a private equity approach to publicly traded companies. Her role involves collaborating with a diverse array of clients, including independent broker-dealers (IBDs), registered investment advisors (RIAs), foundations, family offices, institutions, endowments, and ultra-high-net-worth (UHNW) individuals, ensuring that their unique investment needs are met with tailored solutions.
Leesa is currently leading several key projects that focus on enhancing Hodges Capital's suite of non-traditional mutual funds and separately managed accounts. By employing her agile communication skills, she effectively engages with stakeholders, fostering a high-performance culture that thrives on intellectual curiosity and problem-solving. Her commitment to continuous learning and adaptability allows her to identify emerging trends in the investment sector, particularly in exchange-traded funds (ETFs) and managed futures, positioning Hodges Capital as a forward-thinking leader in the industry.
With a strong foundation in written communication and a deep understanding of fund of funds (FOF) strategies, Leesa is adept at articulating complex investment concepts to clients and colleagues alike. Her credentials, including Series 65 and Series 63 licenses, further underscore her commitment to maintaining the highest standards of professionalism and compliance in the ever-evolving financial landscape. As a passionate advocate for innovative investment strategies, Leesa Nichols is dedicated to driving success for her clients and contributing to the overall growth of Hodges Capital Management.
Senior Market Director, Private Wealth at Stockbridge in January 2025 to Present
Senior Regional Vice President at Hodges Capital Management in April 2019 to January 2025
Regional Vice President at W.E. Donoghue & Co., LLC in September 2018 to September 2019
Executive Vice President National Sales Manager at ATEL Securities Corporation in September 2016 to September 2018
Regional Director at Steben & Company, Inc. in January 2003 to September 2016
Divisional Marketing Director at AIG Sun America Retirement Markets, Inc. in January 2000 to January 2003
Regional Vice President at ATEL Securities Corporation in October 1990 to March 2000
Marketing Director at Continental Information Systems in January 1986 to January 1989
Regional Director at D.R. Walker Investments, Inc. in January 1982 to January 1986
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Sales Coaching
Sales Processes
Sales Campaigns
Roadshows
ETFs
Mutual Funds
Written Communication
Presentations
Interpersonal Skills
Venture Financing
Presentation Skills
Sales Management
Fund of Funds (FOF)
HNW
Communication
Broker-Dealer Compliance
Private Equity
Due Diligence
Investments
Asset Management
Financial Analysis
Alternative Investments
Managed Futures
Hedge Funds
Mergers & Acquisitions
Asset Allocation
Quest CE Solutions
Documentary Photography
Series 65
Series 3
Series 6
Series 22
Series 30
Series 63
State of California Insurance License
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Discover more about StockbridgeWhat is Leesa Nichols email address?
Email Leesa Nichols at [email protected]. This email is the most updated Leesa Nichols email found in 2026.
How to contact Leesa Nichols?
To contact Leesa Nichols send an email to [email protected]. (updated on October 29, 2024)
What company does Leesa Nichols work for?
Leesa Nichols works for Stockbridge
What is Leesa Nichols's role at Stockbridge?
Leesa Nichols is Senior Market Director, Private Wealth
What is Leesa Nichols's Phone Number?
Leesa Nichols's phone (**) *** *** 283
What industry does Leesa Nichols work in?
Leesa Nichols works in the Financial Services industry.
Leesa Nichols Email Addresses
Leesa Nichols Phone Numbers
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