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Patrick Cassidy

Chief Investment Officer at Charles Schwab Investment Management

Officer record from the firm’s Form ADVForm ADV filed 30 March 2026

Patrick Cassidy is Chief Investment Officer of Charles Schwab Investment Management, Inc, a San Francisco investment adviser.

Role at Charles Schwab Investment Management

Title on Schedule A
Chief Investment Officer
Control
Patrick Cassidy is a control person of Charles Schwab Investment Management.
Ownership
An individual ownership band is not available in the source record.
Tenure
Patrick Cassidy has held the filed role since November 2023.

The firm

Charles Schwab Investment Management, Inc
San Francisco, CA

Form ADV filed 30 March 2026

$1.72T AUM856,597 clients175 advisers14 offices

Career on record

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Patrick Cassidy is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Patrick Cassidy
CRD
6124793
Firm
Charles Schwab Investment Management, Inc
Record basis
Form ADV officer listing
Firm bio
schwabassetmanagement.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Schwab Asset Management says Patrick Cassidy leads its fixed-income solutions and trading and capital-markets activities; earlier roles included credit research, investment risk, and proxy and investment stewardship. Schwab Asset Management biography

Education

Credentials and memberships

Common questions

Where does Patrick Cassidy work?

Patrick Cassidy has been Chief Investment Officer of Charles Schwab Investment Management, Inc since November 2023, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 March 2026

Is Patrick Cassidy a CFA charterholder?

Charles Schwab Investment Management lists Patrick Cassidy with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.

Source: Schwab Asset Management biography

Leadership at Charles Schwab Investment Management

Sources

  1. IAPD individual lookup, CRD 6124793. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Charles Schwab Investment Management, Inc, filed 30 March 2026. Title, control and ownership bands.
  3. Charles Schwab Investment Management team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Patrick Cassidy or Charles Schwab Investment Management, Inc and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.