Patrick Wells, CFA

Senior Portfolio Manager

Patrick Wells started his journey with Broyhill as an analyst, fresh out of Wake Forest and amidst the rigorous CFA exams. After his tenure, spanning almost a decade with a New York investment firm, his North Carolina roots beckoned. Patrick's return to Broyhill as a Senior Portfolio Manager marks a homecoming, where he now spearheads our separately managed accounts and collaborates closely with our investment team. Patrick resides in Charlotte with his wife and son. He's often found pounding the pavement, whether it's for fitness or chasing his energetic toddler.