Patrick Cassidy, CFA

CIO Fixed Income and Head of Global Trading and ETF Capital Markets, Schwab Asset Management

Charles Schwab•Naples, Florida, United States

Experience36+ Years

LevelCXO

Executive Overview

Experienced Senior Vice President with a demonstrated history of working in the financial services industry. Strong professional skilled in Portfolio Management, Risk Management, Asset Management, Fixed Income, and Equities.

Career Timeline

Professional employment history

Charles SchwabCurrent
Oct 2012–Present· 14 yrs
- Chief Information Officer, Fixed Income and Head of Global Trading and Capital MarketsCurrent
  Oct 2023–Present
- Managing Director - Head Equity Trading, ETF Capital Markets, Credit Research and Proxy
  Apr 2019–Oct 2023
- Senior Vice President - Head of Investment Risk and Credit Research
  Feb 2017–Apr 2019
- Senior Vice President - Head of Credit Research
  Oct 2012–Feb 2017
Nationwide
2007–Oct 2012· 5 yrs 9 mos
- Investment Leader
  2007–Oct 2012
T. Rowe Price
Aug 1995–Dec 2006· 11 yrs 4 mos
- Vice President
  Aug 1995–Dec 2006
MBL Life
1990–Aug 1995· 5 yrs 7 mos
- Associate
  1990–Aug 1995