Patrick S. Cassidy
Trading-Equity at Charles Schwab Investment Management, Inc.
Patrick S. Cassidy active positions
| Companies | Position | Start | End |
|---|---|---|---|
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Charles Schwab Investment Management, Inc. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Trading-Equity | 31/12/2021 | - |
| Head-Fixed Income Invts | 30/09/2023 | - | |
| Analyst-Fixed Income | - | 30/09/2023 | |
| Director of Research - Fxd Inc | - | 30/09/2023 |
Career history of Patrick S. Cassidy
Former positions of Patrick S. Cassidy
| Companies | Position | Start | 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 | 31/07/1995 | 30/11/2006 |
| Portfolio Manager-Fixed Income | 31/07/1995 | 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 | 31/12/1989 | - |
Training of Patrick S. Cassidy
| The Pennsylvania State University | Undergraduate Degree |
| New York University | Masters Business Admin |
Statistics
International
| United States | 6 |
Operational
| Director of Research - Fxd Inc | 2 |
| Portfolio Manager-Fixed Income | 1 |
| Director of Investments | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
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. (dba Schwab Asset Management®) is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 1989 and is a wholly-owned subsidiary of The Charles Schwab Corp. (NASDAQ: SCHW). Schwab Asset Management is the investment adviser for Schwab Funds, Schwab ETFs, and separately managed account strategies. | Finance |
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