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Patrick Maynor

Patrick Maynor

Portfolio Manager and Head of Equities at TCG Advisory Services, LLC

Austin, TX , United States

About

Patrick Maynor serves as the Portfolio Manager and Head of Equities at TCG Advisory Services, LLC in Austin, TX, where he oversees equity portfolio management and leads the firm's equity investment strategies. His responsibilities include developing and executing investment approaches for diversified equity portfolios, with a focus on public equities across various sectors such as technology, healthcare, financial services, and consumer discretionary markets.

Prior to joining TCG Advisory Services, LLC (formerly TCG Group Holdings), Patrick spent over eight years at Bank of America as a Vice President and Equity Sales Trader, where he specialized in executing institutional equity trades and providing market insights for clients from 2011 to 2019. This experience has equipped him with in-depth knowledge of equity markets, institutional trading, and portfolio construction.

Patrick holds an MBA in Finance from the University of Georgia - Terry College of Business and a Bachelor’s degree in Economics from Stanford University. His expertise spans equity research, trading, and portfolio management, and he is recognized for his analytical rigor and contribution to the industry in the realm of institutional equities and investment management.

Career History

OrganizationRoleDate RangeDetails
TCG Group HoldingsPortfolio Manager and Head of EquitiesAug 2020 to Present
Head equity and equity derivates portfolio manager for high net worth and institutional clients
Bank of AmericaVP Equity Sales TraderJan 2015 to Jan 2019
Accountable for providing trading execution and advisory roles to institutional clients focusing on European equity markets. • Strong track record of successful trading performance with clients result...
Bank of AmericaEquity Sales TraderJan 2011 to Jan 2015
Managed primary coverage of 40 accounts with a focus on hedge funds trading US equity markets. • Ranked #1 producer in commissions across the Associate class generating $10m in 2015 (+30% YoY). • Clos...

Education

University of Georgia - Terry College of Business

MBA, Finance

2010 2012

Stanford University

Bachelor's degree, Economics

Skills & Expertise

Analytical Skills
Investment Strategies
Derivatives Trading
Trading Systems
Portfolio Management
Financial Analysis
Equity Trading
Advisory
Financial Modeling
Valuation
Social Media
Finance
Data Analysis
Strategic Planning
Equities
Equity Derivatives
Securities
Hedge Funds
Financial Services
Derivatives
Asset Management
Financial Markets
Capital Markets
Private Equity
Economics
Microsoft Excel
Bloomberg
Leadership
Financial Statement Analysis
Hold Series 7
Critical Thinking
Problem Solving
Investments
Investment Management
Equity Research

Others at TCG Advisory Services, LLC (4)

NameRoleLocation
Charlie Gholami
Charlie Gholami
AssociateAustin, TX , United States
Mike Cochran
Mike Cochran
PartnerAustin, TX , United States
Cab Gilbreath
Cab Gilbreath
PartnerAustin, TX , United States
Cristhian Gonzales
Cristhian Gonzales
AssociateAustin, TX , United States

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