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Patrick S. Cassidy
Head-Fixed Income Invts presso
Charles Schwab Investment Management, Inc.
Profilo
Mr. Patrick S.
Cassidy, CFA MBA, is a Chief Investment Officer of Fixed Income & Head of Trading & Capital Markets at Charles Schwab Investment Management, Inc. He is responsible for all aspects of the firm’s fixed income solutions and trading activities supporting Schwab Funds, Schwab ETFs, and Schwab Asset Management’s separately managed account strategies.
Prior to assuming the Chief Investment Officer role in 2023, he 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, he 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.
He is a CFA charterholder.
Posizioni attive di Patrick S. Cassidy
| Società | Posizione | Inizio |
|---|---|---|
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Schwab Asset Management provides advice about a variety of investments, ranging from equity and fixed income to money market securities and provides advice as to the selection of investment advisers and pooled investment vehicles for certain clients. The firm utilizes a proprietary process and models to help guide investment decisions and seeks to manage portfolio risk. | Head-Fixed Income Invts | 01/10/2023 |
Precedenti posizioni note di Patrick S. Cassidy
| Società | Posizione | Fine |
|---|---|---|
T. Rowe Price Associates, Inc. (IM)
 T. Rowe Price Associates, Inc. (IM) Investment ManagersFinance Price Associates uses a complex and multifaceted approach to investment analysis and asset management decisions. They integrate ESG factors into their investment research process. The firm focuses on the ESG factors they consider most likely to have a material impact on the performance of securities in client accounts. Price Associates also focuses on their analytical process on three areas of research: the industry, the contracts issued, and the creditworthiness of each individual issuer. | Direttore della Ricerca - Fxd Inc | 01/12/2006 |
MBL Life Assurance Corp
 MBL Life Assurance Corp Insurance Brokers/ServicesFinance Provides insurance services | Director of Investments | - |
Formazione di Patrick S. Cassidy
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
97
Relazioni di 1° grado
5
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 5 |
|---|---|
T. Rowe Price Associates, Inc. (IM)
T. Rowe Price Associates, Inc. (IM) Investment ManagersFinance Price Associates uses a complex and multifaceted approach to investment analysis and asset management decisions. They integrate ESG factors into their investment research process. The firm focuses on the ESG factors they consider most likely to have a material impact on the performance of securities in client accounts. Price Associates also focuses on their analytical process on three areas of research: the industry, the contracts issued, and the creditworthiness of each individual issuer. | Finance |
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Schwab Asset Management provides advice about a variety of investments, ranging from equity and fixed income to money market securities and provides advice as to the selection of investment advisers and pooled investment vehicles for certain clients. The firm utilizes a proprietary process and models to help guide investment decisions and seeks to manage portfolio risk. | Finance |
MBL Life Assurance Corp
MBL Life Assurance Corp Insurance Brokers/ServicesFinance Provides insurance services | Finance |
New York University
 New York University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The Pennsylvania State University
 The Pennsylvania State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
