Patrick A. Snell, CFA, CAIA
Principal, Portfolio Manager
23 years experience
Mr. Snell joined Mastrapasqua Asset Management in August 2007, bringing with him with 18 years of experience in equity capital markets.
He has held senior equity research positions at Robert W. Baird & Co., Robertson, Stephens & Co. and J.C. Bradford & Co. At those firms, he was responsible for coverage of the specialty retail/consumer, e-commerce and enterprise software sectors.
In addition, Mr. Snell was the Director of Equity Research for Nashville-based, Avondale Partners, a boutique investment bank with research/banking franchises in multiple industries: technology, communications, health care, consumer, alternative energy and business outsourcing.
Elsewhere, he has held senior institutional sales positions at both J.C. Bradford & Co. and Avondale Partners, covering institutional accounts in New York, the Midwest and mid-Atlantic.
Mr. Snell graduated from Vanderbilt University with a major in Economics and also earned, in one year, his M.B.A. from Vanderbilt University’s Owen School of Management, with a dual concentration in Finance and Accounting.
Mr. Snell is supervised by Dr. Frank Mastrapasqua, Chairman, Principal and Chief Investment Officer of MAM. MAM is an SEC registered investment advisor located in Nashville, Tennessee. Dr. Mastrapasqua oversees the portfolios in terms of the investment objective.
br />
The portfolio management and research analyst team holds a daily research call with Dr. Mastrapasqua. Members of the client servicing team participate in the call as well. This call is held to discuss current market conditions and individual stocks affecting client portfolios.
Chartered Financial Analyst Designation
The Chartered Financial Analyst designation, or CFA charter, is a qualification for finance and investment professionals, particularly in the fields of investment management and financial analysis of stocks, bonds and their derivative assets.
To become a Chartered Financial Analyst, an individual must satisfactorily fulfill the following requirements:
- Education – Complete the CFA Program. The curriculum includes Ethical and Professional Standards, Quantitative Methods (such as the time value of money and statistical inference), Economics, Financial Reporting and Analysis, Corporate Finance, Analysis of Investments (stocks, bonds, derivatives, venture capital, real estate, etc.), and Portfolio Management and Analysis (asset allocation, portfolio risk, performance measurement, etc.).
- Examinations – Pass the comprehensive exams required by the CFA Program, which is organized into three levels, each culminating in a six-hour exam. Completing the program takes most candidates between two and five years.
- Experience – Possess a bachelor's degree from an accredited institution (or have equivalent education or work experience) and have 48 months of qualified, professional work experience.
- Ethics – Obligated to adhere to a strict Code of Ethics and Standards governing professional conduct.
The CAIA designation, recognized globally, is administered by the Chartered Alternative Investment Analyst Association and requires a comprehensive understanding of core and advanced concepts regarding alternative investments, structures, and ethical obligations. To qualify for the CAIA designation, finance professionals must pass a self-directed, comprehensive course of study on risk-return attributes of institutional quality alternative assets and complete both the Level I and Level II CAIA examinations. The CAIA examinations are administered in a computerized format at proctored test centers around the world. To qualify for membership, individuals are required to have met prerequisites of at least one year of professional experience and a U.S. bachelor's degree or its equivalent, or four years of professional experience. Professional experience includes full-time employment in a professional capacity within the regulatory, banking, financial, or related fields. Once a qualified candidate completes the CAIA program, he or she may apply for CAIA membership and the right to use the CAIA designation, providing an opportunity to access ongoing educational opportunities.
Business Background
- Principal & Portfolio Manager, Mastrapasqua Asset Management, Inc., Nashville, TN, August 2007 – Present
- Managing Director, Director of Equity Research, Avondale Partners, Nashville, TN, May 2005 – July 2007
Education
- Vanderbilt University, B.S., 1988
- Vanderbilt University’s Owen Graduate School of Management, MBA, 1989
- CFA charterholder, 1992
- CAIA charterholder, 2009
