Patrick Wells, CFA

Managing Partner, Portfolio Manager

Patrick Wells is Managing Partner and Portfolio Manager at Broyhill Asset Management. He and Matt share responsibility for research, portfolio construction, and management of the firm's strategies.

Patrick began his investment career at Broyhill, joining the firm after graduating from Wake Forest University while studying for CFA exams. His early years were shaped by a passion for research, discipline, and a deep interest in markets—all traits that set the foundation for his future in portfolio management.

After several formative years at Broyhill, Patrick went on to spend nearly a decade with a New York investment firm, where he refined his analytical skills and broadened his perspective across asset classes and investment strategies. Ultimately, it was a desire to return to his North Carolina roots—and a belief in Broyhill’s long-term, research-driven approach—that brought him back home.

Patrick lives in Charlotte with his wife and two young children. Outside the office, he’s often spotted pounding the pavement—sometimes for a run, and other times trying to keep up with his kids.