Meet the team
Patrick Snell
CFA®, CAIA, MBA
Vice President, Portfolio Manager
About Patrick
As a Portfolio Manager, Patrick drives the firm’s internally managed equity strategies, Sequoia Select Equity Series. With more than 30 years of experience in investment management, he evaluates market trends and identifies investment opportunities through a disciplined approach to market analysis and portfolio construction, helping guide clients toward long-term financial success.
Before joining Sequoia, Patrick’s experience includes Senior Equity Research Analyst roles, followed by roles as Director of Research, Portfolio Manager, and Chief Investment Officer. Drawing on this background, he takes a client-first, measured approach as he designs and oversees customized portfolios aligned with each client’s financial objectives and risk tolerance. He also engages with clients, sharing his team’s investment philosophy and providing education on current and prospective market dynamics.
Patrick is a Chartered Financial Analyst® (CFA®) and a Chartered Alternative Investment Analyst (CAIA). He earned both his BS and MBA from Vanderbilt University. He lives in Nashville, Tennessee.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Accreditation & Education
- Chartered Financial Analyst® (CFA®)
- Chartered Alternative Investment Analyst (CAIA)
- Master of Business Administration, finance and accounting, Vanderbilt University
- Bachelor of Science, economics, Vanderbilt University
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Patrick Snell, CFA®, CAIA, MBA
Vice President, Portfolio Manager