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Patrick Maynor
Portfolio Manager and Head of Equities at TCG Advisory Services, LLC
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| TCG Group Holdings | Portfolio Manager and Head of Equities | Aug 2020 to Present | Head equity and equity derivates portfolio manager for high net worth and institutional clients |
| Bank of America | VP Equity Sales Trader | Jan 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 America | Equity Sales Trader | Jan 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
Others at TCG Advisory Services, LLC (4)
| Name | Role | Location |
|---|---|---|
| Associate | Austin, TX , United States | |
| Partner | Austin, TX , United States | |
| Partner | Austin, TX , United States | |
| Associate | Austin, TX , United States |
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