Patrick Snell

Patrick Snell, CFA, currently serves as a Portfolio Manager at Sequoia Financial Group since November 2023, where responsibilities include investment research and managing client portfolios tailored to their risk tolerance. Prior experience encompasses positions such as Co-Chief Investment Officer at M Capital Advisors from August 2007 to May 2024, Managing Director and Director of Research at Avondale Partners, LLC from April 2005 to July 2007, and Director and Senior Equity Research Analyst for Enterprise Software at Robert W. Baird & Co. from April 2000 to March 2005. Earlier roles include Partner and Senior Equity Research Analyst in e-Commerce at J.C. Bradford & Co. and Vice President and Senior Equity Research Analyst focused on consumer markets at Robertson, Stephens & Co. Patrick holds an MBA with a dual concentration in Finance and Accounting from Vanderbilt University - Owen Graduate School of Management, along with a Bachelor of Science in Economics from Vanderbilt University.