Senior Portfolio Manager
Current
Apr 2024 - Present
AeroLeads people directory · profile
Patrick Wells Email & Phone Number
Senior Portfolio Manager
at
Broyhill Asset Management
1 work email found
@broyhillasset.com
2 phones found area 212
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Portfolio Manager
Location
Charlotte, North Carolina, United States
Company size
Who is Patrick Wells? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Patrick Wells is listed as Senior Portfolio Manager at Broyhill Asset Management, a company with 6 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at broyhillasset.com, phone signal with area code 212, and a matched LinkedIn profile for Patrick Wells.
Patrick Wells previously worked as Portfolio Manager at Pinnacle Associates and Associate at Capitala Investment Advisors, Llc. Patrick Wells holds Ba, Economics, Global Trade & Commerce Studies from Wake Forest University.
Company email context
Email format at Broyhill Asset Management
This section adds company-level context without repeating Patrick Wells's masked contact details.
{first}@broyhillasset.com
89% confidence
AeroLeads found 1 current-domain work email signal for Patrick Wells. Compare company email patterns before reaching out.
Profile bio
About Patrick Wells
Patrick Wells is a Senior Portfolio Manager at Broyhill Asset Management. He possess expertise in portfolio management, equity research, hedge funds, valuation, mutual funds and 7 more skills.
Listed skills include Portfolio Management, Equity Research, Hedge Funds, Valuation, and 8 others.
Current workplace
Patrick Wells's current company
Company context helps verify the profile and gives searchers a useful next step.
Broyhill Asset Management
4 roles
Patrick Wells work experience
A career timeline built from the work history available for this profile.
Portfolio Manager
Jan 2016 - Apr 2024
Associate
Apr 2013 - Dec 2015
Portfolio Analyst
Jun 2010 - Dec 2012
Team & coworkers
Colleagues at Broyhill Asset Management
Other employees you can reach at broyhillasset.com. View company contacts for 6 employees →
KM
Kyle Minges
Colleague at Broyhill Asset ManagementDurham, North Carolina, United States, United States
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CH
Carter Holt
Colleague at Broyhill Asset ManagementCharlotte, North Carolina, United States, United States
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PR
Pam Reid
Colleague at Broyhill Asset ManagementCharlotte, North Carolina, United States, United States
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AS
Andrea Sefler
Colleague at Broyhill Asset ManagementCary, North Carolina, United States, United States
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Kyle Minges
Colleague at Broyhill Asset ManagementDurham, North Carolina, United States, United States
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CH
Carter Holt
Colleague at Broyhill Asset ManagementCharlotte, North Carolina, United States, United States
View →
PR
Pam Reid
Colleague at Broyhill Asset ManagementCharlotte, North Carolina, United States, United States
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AS
Andrea Sefler
Colleague at Broyhill Asset ManagementCary, North Carolina, United States, United States
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1 education record
Patrick Wells education
FAQ
Frequently asked questions about Patrick Wells
Quick answers generated from the profile data available on this page.
What company does Patrick Wells work for?
Patrick Wells works for Broyhill Asset Management.
What is Patrick Wells's role at Broyhill Asset Management?
Patrick Wells is listed as Senior Portfolio Manager at Broyhill Asset Management.
What is Patrick Wells's email address?
AeroLeads has found 1 work email signal at @broyhillasset.com for Patrick Wells at Broyhill Asset Management.
What is Patrick Wells's phone number?
AeroLeads has found 2 phone signal(s) with area code 212 for Patrick Wells at Broyhill Asset Management.
Where is Patrick Wells based?
Patrick Wells is based in Charlotte, North Carolina, United States while working with Broyhill Asset Management.
What companies has Patrick Wells worked for?
Patrick Wells has worked for Broyhill Asset Management, Pinnacle Associates, and Capitala Investment Advisors, Llc.
Who are Patrick Wells's colleagues at Broyhill Asset Management?
Patrick Wells's colleagues at Broyhill Asset Management include Kyle Minges, Carter Holt, Pam Reid, and Andrea Sefler.
How can I contact Patrick Wells?
You can use AeroLeads to view verified contact signals for Patrick Wells at Broyhill Asset Management, including work email, phone, and LinkedIn data when available.
What schools did Patrick Wells attend?
Patrick Wells holds Ba, Economics, Global Trade & Commerce Studies from Wake Forest University.
What skills is Patrick Wells known for?
Patrick Wells is listed with skills including Portfolio Management, Equity Research, Hedge Funds, Valuation, Mutual Funds, Equities, Competitive Analysis, and Financial Modeling.
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