AeroLeads people directory · profile

Patrick Snell, Cfa Email & Phone Number

Portfolio Manager at Sequoia Financial Group
Location: Nashville, Tennessee, United States 6 work roles 2 schools
LinkedIn matched
✓ Verified May 2026 3 data sources Profile completeness 86%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Sequoia Financial Group
Role
Portfolio Manager
Location
Nashville, Tennessee, United States
Company size
90 employees

Who is Patrick Snell, Cfa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Patrick Snell, Cfa is listed as Portfolio Manager at Sequoia Financial Group, a company with 90 employees, based in Nashville, Tennessee, United States. AeroLeads shows a matched LinkedIn profile for Patrick Snell, Cfa.

Patrick Snell, Cfa previously worked as Co-Chief Investment Officer at M Capital Advisors and Managing Director, Director of Research at Avondale Partners, Llc. Patrick Snell, Cfa holds Master Of Business Administration (Mba), Dual Concentration: Finance And Accounting from Vanderbilt University - Owen Graduate School Of Management.

Company email context

Email format at Sequoia Financial Group

This section adds company-level context without repeating Patrick Snell, Cfa's masked contact details.

Sequoia Financial Group

Review company-level records connected to Patrick Snell, Cfa before choosing the right outreach path.

View email format View company profile Management contacts
Profile bio

About Patrick Snell, Cfa

Patrick Snell, Cfa is a Portfolio Manager at Sequoia Financial Group.

Current workplace

Patrick Snell, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

Sequoia Financial Group
Sequoia Financial Group
Portfolio Manager
akron, ohio, united states
Website
sequoia-financial.com
Employees
90
AeroLeads page
Company profile
View company profile Email format
6 roles

Patrick Snell, Cfa work experience

A career timeline built from the work history available for this profile.

Portfolio Manager

Current
Sequoia Financial Group

Nashville, Tennessee, United States

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

Nov 2023 - Present

Co-Chief Investment Officer

M Capital Advisors

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..

Aug 2007 - May 2024

Managing Director, Director Of Research

Avondale Partners, Llc

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)..

Apr 2005 - Jul 2007

Director, Senior Equity Research Analyst – Enterprise Software

Robert W. Baird & Co.

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.

Apr 2000 - Mar 2005

Partner, Senior Equity Research Analyst – E-Commerce

J.C. Bradford & Co.

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.

Apr 1997 - Mar 2000

Vice President, Senior Equity Research Analyst – Consumer

Robertson, Stephens & Co.

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.

Mar 1993 - Mar 1997
Team & coworkers

Colleagues at Sequoia Financial Group

Other employees you can reach at sequoia-financial.com. View company contacts for 90 employees →

LG Leslie Globits Leslie Globits Colleague at Sequoia Financial Group Greater Cleveland, United States View → JT Jeffrey Tudor, Crps® Jeffrey Tudor, Crps® Colleague at Sequoia Financial Group Columbus, Ohio, United States, United States View → AC Ashley Costello, Cfp®, Mba Ashley Costello, Cfp®, Mba Colleague at Sequoia Financial Group Cleveland, Ohio, United States, United States View → RM Ryan Mahoney Ryan Mahoney Colleague at Sequoia Financial Group Lakewood, Ohio, United States, United States View → AH Alissa Hitchcock Alissa Hitchcock Colleague at Sequoia Financial Group Cleveland, Ohio, United States, United States View → DK Debra Kocourek Debra Kocourek Colleague at Sequoia Financial Group Columbus, Ohio Metropolitan Area, United States View → AS Allen Shupp Allen Shupp Colleague at Sequoia Financial Group St Petersburg, Florida, United States, United States View → DK David Kurtz David Kurtz Colleague at Sequoia Financial Group Cleveland, Ohio, United States, United States View → JN John Nadworny John Nadworny Colleague at Sequoia Financial Group Greater Boston, United States View → HW Heather Welsh, Cfp®, Aep®, Msfs Heather Welsh, Cfp®, Aep®, Msfs Colleague at Sequoia Financial Group Greater Cleveland, United States View →
2 education records

Patrick Snell, Cfa education

Bachelor Of Science (B.S.), Economics

Vanderbilt University
FAQ

Frequently asked questions about Patrick Snell, Cfa

Quick answers generated from the profile data available on this page.

What company does Patrick Snell, Cfa work for?

Patrick Snell, Cfa works for Sequoia Financial Group.

What is Patrick Snell, Cfa's role at Sequoia Financial Group?

Patrick Snell, Cfa is listed as Portfolio Manager at Sequoia Financial Group.

Where is Patrick Snell, Cfa based?

Patrick Snell, Cfa is based in Nashville, Tennessee, United States while working with Sequoia Financial Group.

What companies has Patrick Snell, Cfa worked for?

Patrick Snell, Cfa has worked for Sequoia Financial Group, M Capital Advisors, Avondale Partners, Llc, Robert W. Baird & Co., and J.C. Bradford & Co..

Who are Patrick Snell, Cfa's colleagues at Sequoia Financial Group?

Patrick Snell, Cfa's colleagues at Sequoia Financial Group include Leslie Globits, Jeffrey Tudor, Crps®, Ashley Costello, Cfp®, Mba, Ryan Mahoney, and Alissa Hitchcock.

How can I contact Patrick Snell, Cfa?

You can use AeroLeads to view verified contact signals for Patrick Snell, Cfa at Sequoia Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Patrick Snell, Cfa attend?

Patrick Snell, Cfa holds Master Of Business Administration (Mba), Dual Concentration: Finance And Accounting from Vanderbilt University - Owen Graduate School Of Management.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.