Patrick A. Snell, CFA, CAIA
Chief Investment Officer
As Chief Investment Officer, Patrick leads the investment team and oversees the firm’s Large Cap Growth, Large Cap Core, SMID Cap Core, and Equity Income strategies. Patrick’s sector research focus includes the technology, energy, and healthcare sectors. Patrick joined M Capital Advisors in 2007 and became a Principal in 2009. While Frank was Director of Research at J.C. Bradford & Co. in 1989, he hired and trained Patrick as a Research Analyst upon his graduation from Vanderbilt University’s MBA program while he received his CFA designation. Patrick joined M Capital Advisors after holding several successful investment research leadership positions with firms in San Francisco and New York. For over 15 years at M Capital, Patrick has worked alongside Frank in developing portfolios for the firm.
Work History:
M Capital Advisors: Chief Investment Officer
M Capital Advisors: Principal, Co-Chief Investment Officer
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
