Patrick S. Cassidy
Trading-Equity at Charles Schwab Investment Management, Inc.
Profile
Mr. Patrick S.
Cassidy, CFA MBA, is a CIO of Fixed Income & Head of Trading at Charles Schwab Investment Management, Inc. Prior to assuming the CIO role in 2023, Mr. Cassidy held leadership positions with Schwab Asset Management in the areas of Credit Research, Investment Risk and Proxy/Investment Stewardship.
Before joining Schwab in 2012, Mr. Cassidy served as an investment leader at Nationwide Mutual Insurance.
In this role, he was responsible for managing investment grade, high yield, structured product, and municipal teams.
Prior to his tenure at Nationwide, Mr. Cassidy served as the head of investment grade and municipal research at T.
Rowe Price Group.
He earned a Master of Business Administration in finance from New York University, Leonard N.
Stern School of Business, and a Bachelor of Science in finance from Pennsylvania State University.
Patrick S. Cassidy active positions
| Companies | Position | Start |
|---|---|---|
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB). | Trading-Equity | 31/12/2021 |
Former positions of Patrick S. Cassidy
| Companies | Position | End |
|---|---|---|
T. Rowe Price Associates, Inc. (Investment Management)
 T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Director of Research - Fxd Inc | 30/11/2006 |
MBL Life Assurance Corp
 MBL Life Assurance Corp Insurance Brokers/ServicesFinance MBL Life Assurance Corp provides insurance services. The private company is based in Newark, NJ. | Director of Investments | - |
Training of Patrick S. Cassidy
| The Pennsylvania State University | Undergraduate Degree |
| New York University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
T. Rowe Price Associates, Inc. (Investment Management)
T. Rowe Price Associates, Inc. (Investment Management) Investment ManagersFinance T. Rowe Price Associates, Inc. (Price Associates) is a registered investment advisor and mutual fund manager headquartered in Baltimore, Maryland. The firm was founded by Thomas Rowe Price, Jr. in 1937. They are a subsidiary of the T. Rowe Price Group, Inc. (NASDAQ: TROW), which was formed in 2000 as the publicly traded parent holding company of Price Associates and their affiliated entities. Price Associates offers a variety of mutual funds, sub-advisory services and separate account management for individual and institutional investors, retirement plans and financial intermediaries. | Finance |
MBL Life Assurance Corp
MBL Life Assurance Corp Insurance Brokers/ServicesFinance MBL Life Assurance Corp provides insurance services. The private company is based in Newark, NJ. | Finance |
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (CSIM) is a registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). CSIM provides investment advice to pooled investment funds such as registered investment companies and non-US funds and to trustees of collective trust funds. They also provide non-discretionary investment management advice to their affiliate, Charles Schwab Bank (CSB). | Finance |
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