Patrick Wells, CFA
Associate Portfolio Manager/Securities Analyst
Pinnacle Associates Ltd.
Joined the Firm 2016
Joined the Industry 2010
AUM (Firm) $7.4B
Patrick Wells, CFA is an Associate Portfolio Manager and Securities Analyst at Pinnacle Associates. He works primarily with high-net-worth individuals and families to analyze the companies included in their portfolios and to tailor these investments to the circumstances of each client. Patrick applies his background in fundamental company research and his knowledge of a range of asset classes to inform these decisions.
Prior to joining Pinnacle, Patrick worked in roles analyzing companies across a variety of industries in both public and private markets and investments in both equity and debt securities. While at Capitala Group, he focused on due diligence for investments in private, middle market companies. At Broyhill Asset Management, Patrick researched public companies across a range of market capitalizations and industries, incorporating company fundamentals and macroeconomic expectations to recommend and implement investment strategies.
Patrick graduated from Wake Forest University, where he majored in Economics with a minor in Global Trade and Commerce Studies. He holds the Chartered Financial Analyst (CFA®) designation.
About Pinnacle Associates Ltd.
Founded in 1984, Pinnacle Associates Ltd. is a registered investment adviser managing $7.4 billion on a discretionary basis for high-net-worth individuals, endowments, foundations, religious orders, government entities, corporations, and financial institutions. The firm is a strong believer in the long-term rewards of common stock ownership, which it pursues through a number of strategies: International, International Small Cap, All Cap Equity, Small/Mid Cap Equity, Large Cap Equity, and Global Equity Products.