Patrick Wells
Portfolio Manager-Equities at Broyhill Asset Management LLC
Patrick Wells active positions
| Companies | Position | Start | End |
|---|---|---|---|
Broyhill Asset Management LLC
 Broyhill Asset Management LLC Investment ManagersFinance Broyhill Asset Management LLC (Broyhill) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 1998 as Broyhill Wakin Capital Advisers LLC and changed its name to Broyhill Asset Management LLC in 2008. Broyhill provides investment services to individuals, trusts, foundations and other institutions on a discretionary basis. | Portfolio Manager-Equities | 01/04/2024 | - |
Career history of Patrick Wells
Former positions of Patrick Wells
| Companies | Position | Start | End |
|---|---|---|---|
Pinnacle Associates Ltd.
 Pinnacle Associates Ltd. Investment ManagersFinance Pinnacle Associates Ltd. is an independent, SEC-registered investment advisor which was founded in 1984 by Thomas Passios. Headquartered in New York City, the firm offers investment advisory services to both institutional and noninstitutional clients. | Analyst-Equity | 01/01/2016 | 01/04/2024 |
| Portfolio Manager-Equities | 01/01/2016 | 01/04/2024 | |
Broyhill Asset Management LLC
Broyhill Asset Management LLC Investment ManagersFinance Broyhill Asset Management LLC (Broyhill) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 1998 as Broyhill Wakin Capital Advisers LLC and changed its name to Broyhill Asset Management LLC in 2008. Broyhill provides investment services to individuals, trusts, foundations and other institutions on a discretionary basis. | Corporate Officer/Principal | 31/12/2012 | 31/12/2012 |
Capitala Investment Advisors LLC
 Capitala Investment Advisors LLC Investment ManagersFinance Capitala Investment Advisors LLC (Capitala Group) is a private equity firm founded by Joe B. Alala in 1998. The firm is headquartered in Charlotte, North Carolina. | Private Equity Analyst | 01/04/2013 | - |
Training of Patrick Wells
| Wake Forest University | Undergraduate Degree |
Statistics
International
| United States | 5 |
Operational
| Portfolio Manager-Equities | 2 |
| Private Equity Analyst | 1 |
| Corporate Officer/Principal | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
Pinnacle Associates Ltd.
Pinnacle Associates Ltd. Investment ManagersFinance Pinnacle Associates Ltd. is an independent, SEC-registered investment advisor which was founded in 1984 by Thomas Passios. Headquartered in New York City, the firm offers investment advisory services to both institutional and noninstitutional clients. | Finance |
Capitala Investment Advisors LLC
Capitala Investment Advisors LLC Investment ManagersFinance Capitala Investment Advisors LLC (Capitala Group) is a private equity firm founded by Joe B. Alala in 1998. The firm is headquartered in Charlotte, North Carolina. | Finance |
Broyhill Asset Management LLC
Broyhill Asset Management LLC Investment ManagersFinance Broyhill Asset Management LLC (Broyhill) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Charlotte, North Carolina. The firm was founded in 1998 as Broyhill Wakin Capital Advisers LLC and changed its name to Broyhill Asset Management LLC in 2008. Broyhill provides investment services to individuals, trusts, foundations and other institutions on a discretionary basis. | Finance |
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