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Patrick Cassidy Cfa

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Patrick Cassidy Cfa

Senior Vice President of Investments & Director of Investment Implementation Oversight | Wilmington Trust

Upper Providence Township, Pennsylvania, United States

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Patrick Cassidy Cfa

Summary

Patrick Cassidy is a seasoned investment professional with a wealth of experience in managing institutional and high-net-worth investment portfolios. As the Senior Vice President of Investments at Wilmington Trust Company, he oversees a staggering $100 billion in assets under management across 25,000 accounts. Patrick's leadership extends to chairing the Investment Oversight Committee, where he ensures compliance and efficiency in investment processes. Known for his collaborative approach, he effectively bridges communication between various stakeholders, including risk and compliance teams. His extensive background in alternative investments and capital markets positions him as a thought leader in the wealth management sector. Patrick's commitment to innovation is evident in his development of new investment strategies that cater to diverse client needs. He holds an MBA from Temple University and a Bachelor's degree from Drexel University, both in finance. He is recognized for his detail-oriented mindset and ability to see the bigger picture in complex financial landscapes.

General

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Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Patrick Cassidy Cfa

Work Experience

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Senior Vice President of Investments & Director of Investment Implementation Oversight at

Wilmington Trust

September 2018 - Present

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Vice President of Investments and Regional Director of Investment Oversight at

Wilmington Trust

January 2013 - August 2018

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Vice President of Investments & Managing Director-Investment Advisors- DE, NJ, PA at

Wilmington Trust

March 2002 - December 2012

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Vice President & Sr. Portfolio Manager at

PNC

January 1999 - February 2002

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Early Career at

Multiple

January 1989 - January 1999

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Patrick Cassidy Cfa

Education

Temple University, Master Of Business Administration - Mba

Drexel University, Bachelor Of Science - Bs

Frequently Asked Questions about Patrick Cassidy Cfa

What is Patrick Cassidy Cfa email address?

Patrick Cassidy Cfa's primary email address is ***************@wilmingtontrust.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Patrick Cassidy Cfa work for?

Patrick Cassidy Cfa is a Senior Vice President of Investments & Director of Investment Implementation Oversight at Wilmington Trust, a company specializing in Functions related to depository banking.

Where Patrick Cassidy Cfa graduated from?

Patrick Cassidy Cfa holds a degree in Finance, General from Temple University.

How can I directly contact Patrick Cassidy Cfa?

To contact Patrick Cassidy Cfa directly, you can use the email address ***************@wilmingtontrust.com. Complete contact information is available upon registration with Muraena.

Who is Patrick Cassidy Cfa?

Patrick Cassidy is a seasoned investment professional with a wealth of experience in managing institutional and high-net-worth investment portfolios. As the Senior Vice President of Investments at Wilmington Trust Company, he oversees a staggering $100 billion in assets under management across 25,000 accounts. Patrick's leadership extends to chairing the Investment Oversight Committee, where he ensures compliance and efficiency in investment processes. Known for his collaborative approach, he effectively bridges communication between various stakeholders, including risk and compliance teams. His extensive background in alternative investments and capital markets positions him as a thought leader in the wealth management sector. Patrick's commitment to innovation is evident in his development of new investment strategies that cater to diverse client needs. He holds an MBA from Temple University and a Bachelor's degree from Drexel University, both in finance. He is recognized for his detail-oriented mindset and ability to see the bigger picture in complex financial landscapes.

Patrick`s contact details

mail

***************@wilmingtontrust.com

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