Ms. Lees is a Managing Director in the Institutional Client Group at U.S. Capital Advisors. She has been in equity sales and trading for 20 years. Prior to joining the Firm, Ms. Lees was with UBS Institutional Equities group covering institutional clients focused on the energy sector. Prior to UBS, she was in equity sales with AG Edwards covering Texas institutional accounts. Prior to her years spent in Texas, Ms. Lees worked in Denver in Institutional Equity Sales for Stifel Nicolaus and D.A. Davidson and in the Corporate Services departments for Tucker Anthony and Hanifen Imhoff. She started her career by graduating from Smith Barney’s sales-and-trading training program in New York City and then working as a Listed Equity Sales trader there for four years.
Ms. Lees has a Bachelor of Arts in Marketing and Finance from Trinity University and a Masters in Business Administration from Vanderbilt University. Her charitable work includes the Epilepsy Foundation and Team-in-Training for Lymphoma, Leukemia and Multiple Myeloma. She is a Colorado native now living in Houston with her two young boys.