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.
615.244.1148