Patrick S. Cassidy

Head-Fixed Income Invts at

Charles Schwab Investment Management, Inc.

Finance

Consumer Services

Profile

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.

Patrick S. Cassidy active positions

Companies	Position	Start
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

All active positions of Patrick S. Cassidy

Former positions of Patrick S. Cassidy

Companies	Position	End
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.	Director of Research - Fxd Inc	01/12/2006
MBL Life Assurance Corp MBL Life Assurance Corp Insurance Brokers/ServicesFinance Provides insurance services	Director of Investments	-

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Linked companies

Private companies	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