Patrick Cassidy

Patrick Cassidy, CFA

Senior Vice President, Head of Credit and Proxy Research
Charles Schwab Investment Management, Inc.

Patrick Cassidy is a Senior Vice President and the Head of Credit and Proxy Research for CSIM. He leads the Taxable Research, Municipal Research, and Investment Stewardship teams supporting the Schwab Funds, Laudus Funds, Schwab ETFs, and CSIM’s separately managed account strategies.

Mr. Cassidy has more than 25 years of experience in the fixed income credit markets and research. Prior to joining Schwab in 2012, he was an investment leader at Nationwide Mutual Insurance, responsible for the investment grade, high yield, structured product, and municipal teams. Previous to Nationwide, Mr. Cassidy was head of investment grade and municipal research at T. Rowe Price Group.

Mr. Cassidy 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.