The Purkiss Team
PCA, the Purkiss team, Registered Investment Advisor and fiduciary, can step in and help you manage the different aspects of your financial life. Our advice is objective and unbiased. We take pride in our personal connections with clients and are happy to consult on all financial decisions.
R. Allen Purkiss, CFP®, Founder, CEO
Thomas P. Snayd, CFP®, CAIA, Senior Advisor, Portfolio Manager
Laurie Beatty, Operations Specialist
For more information on Purkiss Capital Advisors or to speak with Allen Purkiss,
call (203) 431-5862 or e-mail inquiries to info@pcapadvisors.com.
Allen Purkiss
CFP®, Founder, CEO
R. Allen Purkiss, founder and principal of PCA, has over 30 years experience in the financial markets both here and abroad. After starting his career as a Financial Consultant with Merrill Lynch & Co, he went on to become Director of Fixed Income Sales at a leading Spanish brokerage firm in Madrid, Spain. His career in investment banking culminated in his appointment as Head of Non-Dollar Fixed Income Sales for a leading British bank in New York.
Allen founded PCA to be a Registered Investment Advisor where clients’ needs would be the only needs that drive financial decision making. He brings personal attention to each client while staying focused on solution-driven strategies. A student of financial markets, Allen specializes in prudent portfolio construction that varies with each client’s situation.
Allen and his wife, Shira, have raised four daughters in Ridgefield, CT. He is presently the President of the Board of Trustees of Wooster School in Danbury, CT where three of their daughters attended.
Allen earned a degree in Mathematics from Hobart College.
Thomas P. Snayd
CFP®, CAIA, Senior Advisor, Portfolio Manager
Tom joined Purkiss Capital Advisors from Commonfund Asset Management Company in Wilton, CT serving a wide range of institutional investors, including endowments, foundations, and operating funds for various colleges and charitable organizations. His responsibilities included portfolio construction, manager research, and evaluation for the firm’s global equity and multi-asset portfolios totaling more than $2 billion. He was also a member of Commonfund’s asset allocation, real asset and ESG (Environment, Social & Governance) committees. Prior to Commonfund, Tom worked at Heritage Advisors and the Dreyfus Corporation, where he was an investment analyst.
Tom utilizes his more than 20 years of investment experience in design, tailoring, and implementation of custom solutions for PCA clients. He is primarily responsible for asset allocation recommendations, portfolio management, and manager research.
A resident of Newtown, Connecticut, Tom and his wife Emily have 3 children and are active members in the community. Tom was a founding member of Sandy Hook Promise and is currently a member of the Newtown Pension Committee and chair of the town’s investment committee.
Tom holds a M.B.A in Finance from American University and a B.A. in Psychology from Providence College. Tom also holds the Chartered Alternative Investment Analyst designation.
Sean Walsh
Senior Advisor
Sean joined Purkiss Capital Advisors as a Senior Advisor and Fixed Income Specialist following a 28-year career with Fidelity Capital Markets. He left his role at Lehman Brothers in 1993, becoming part of Fidelity’s start-up business serving the Fixed Income needs of Registered Investment Advisors.
Sean started out as a sales assistant supporting the various teams for US Government, Corporate, Municipal, Mortgage-Backed and Money Market securities. Later he went on to build and manage a team of more than 20 bond specialists who worked with hundreds of advisors, including Purkiss Capital Advisors. Sean is excited to use his fixed income trading experience to identify beneficial investment opportunities for Purkiss clients, in addition to having direct client contact.
A resident of Massachusetts, Sean and his wife are outdoor enthusiasts. Enjoying every season New England has to offer, they love hiking and mountain biking as well as kayaking many spots along the coast from Maine to Connecticut.
While working full time, Sean earned both a B.S. in Business Administration from Boston College and a Master’s Degree in Financial Planning from Bentley University.
Laurie Beatty
Operations Specialist
Laurie joined Purkiss Capital Advisors in July of 2021 as the Operations Specialist. As the firm’s key account contact, Laurie helps clients navigate the onboarding process, move funds as needed, and manages all account maintenance issues.
Prior to PCA, and after raising her two children in Redding, CT, Laurie was an executive assistant with Oracle for nearly 7 years. Her attention to detail is balanced by her positive energy and she continues to teach group fitness classes in Ridgefield, where she has been an instructor for 22 years.
Laurie received a BA in Psychology from Denison University.