Patrick Snell

Patrick A. Snell, CFA, CAIA
Principal and Portfolio Manager

Patrick leads the institutional research effort and co-manages the firm’s Large Cap Growth and SMID Cap Core equity strategies. Patrick’s sector research focus includes the technology, energy, and healthcare sectors.

Work History:
M Capital Advisors:  Principal, Portfolio Manager
Avondale Partners:  Managing Director, Director of Equity Research
Robert W. Baird & Co.:  Senior Equity Research Analyst – Enterprise Software
J.C. Bradford & Co.:  Partner, Senior Equity Research Analyst – e-Commerce
Robertson, Stephens & Co.:  Senior Equity Research Analyst – Specialty Retail

Education and/or Professional Designations:
M.B.A., Finance and Accounting, Vanderbilt University
B.S., Economics, Vanderbilt University
Chartered Financial Analyst
Chartered Alternative Investment Analyst

Personal Interests:
Patrick is a member of the Catholic Business League and of Vanderbilt University’s PAFA Advisory Board. He enjoys running and fly fishing and is a proud soccer dad.

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