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Patrick S Cassidy

Chief Investment OfficerCharles Schwab Investment Management, IncCRD 6124793

About Patrick S Cassidy

Patrick S Cassidy is listed as Chief Investment Officer at Charles Schwab Investment Management, Inc in San Francisco, CA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Charles Schwab Investment Management, Inc
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Patrick S Cassidy work?

Patrick S Cassidy is listed as Chief Investment Officer at Charles Schwab Investment Management, Inc on SEC Form ADV.

How much of Charles Schwab Investment Management, Inc does Patrick S Cassidy own?

Form ADV reports a beneficial ownership band of Under 5%.

Charles Schwab Investment Management, Inc

TitleChief Investment Officer
OwnershipUnder 5%
Control personYes
Since2023
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