Patrick Cassidy, CFA

Senior Vice President, Head of Investment Research and Oversight

Patrick Cassidy is a Senior Vice President and Head of Investment Research and Oversight for Charles Schwab Investment Management, Inc. (CSIM). He is responsible for the Credit Research, Fiduciary Oversight, Investment Stewardship, and Investment Risk teams supporting CSIM's investment teams.

Mr. Cassidy has more than 25 years of experience in the fixed- income credit markets and research. Prior to joining CSIM, he was an investment leader at Nationwide Mutual Insurance. Prior to that, he 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.