Patrick Snell, Cfa Email & Phone Number

Nashville, Tennessee, United States

Responsible for investment research and developing and managing client portfolios specific to their risk tolerance.

Nashville, Tn

M Capital Advisors is an independently owned, institutional equity manager founded in 1993 by Frank Mastrapasqua, Ph.D. (former Chief Economist of Smith Barney). As an advisor to individuals, foundations, endowments, and retirement plans, the firm’s investment discipline blends a top-down macroeconomic view with bottom-up fundamental equity analysis. Responsibilities include co-manager of the firm’s four equity strategies: Small/Mid-Cap Core, Large-Cap Growth, Large-Cap Core and Equity Income.

Nashville, Tn

Avondale Partners is an independent, boutique investment bank with asset management operations. The senior advisory board includes former equity capital market heads (Alex, Brown & Co., Cowen), former investment managers (T. Rowe Price, Vanderbilt University Endowment) along with leaders of private equity firms (The Carlyle Group, ABS Capital Partners). Recruited and managed an equity research organization of over twenty professionals. In 2005, over 80% of Avondale’s eligible senior analysts were named to the Wall Street Journal’s Best on the Street poll. Also held institutional sales coverage.

Nashville, Tn

Baird is an employee-owned wealth management, capital markets, asset management and private equity firm consistently ranked among the 100 Best Companies to Work For® by FORTUNE magazine. Responsibilities included comprehensive coverage of the enterprise software industry, including key sub-sectors: ERP, CRM, BI/Analytics, SCM, and PLM. Developed proprietary network of 400 industry contacts, including private company management teams, lead partners at major & mid-sized systems integrators and sales people of public vendors. Speaker at institutional conferences covering topics such as Software as a Service and Services Oriented Architecture. In 2004 and 2005, Baird ranked #1 for “overall sales and research quality” and “most trusted research” in Greenwich Associates’ Survey of Small / Mid-Cap managers.

Nashville, Tn

J.C. Bradford & Co. was an independent investment banking and brokerage firm acquired by PaineWebber in April 2000. Responsible for the firm’s four-person e-Commerce equity research team. Also held institutional sales coverage.

San Francisco, Ca

Equity research coverage of the specialty retailing and consumer products industries. Created Wall Street's first vertically integrated research franchise in the sports fitness / outdoor lifestyle sectors: specialty athletic retailers; sports-oriented footwear, apparel and equipment vendors; and ski resort operators. This unique franchise generated numerous public equity and M&A transactions.

Master Of Business Administration (Mba), Dual Concentration: Finance And Accounting

Five-year BS/MBA program

Bachelor Of Science (B.S.), Economics