Patrick Cassidy, CFA, CTFA
Director of Investment Oversight
Patrick has oversight responsibility for investment-related procedures and controls for over 60 wealth investment advisors, managing all aspects of the Reg-9 Investment Review process including Investment Policy Statement quality control, performance tracking error/dispersion, efficient portfolio implementation, and investment-exception management.
He is the chair of the Investment Oversight Committee, serves on the Best Execution Committee and past co-chair of the Unique Asset Committee. He has served on many prior bank committees including Wealth Management Committee. He works collaboratively with business partners in Risk, Legal and Compliance to ensure an effective risk management process.
Patrick has considerable tenure in the investment management profession, specializing in portfolio management. Prior to joining Wilmington Trust in 2002 as a vice president and senior portfolio manager, he served as a portfolio manager for PNC Advisors. Earlier in his career, he was an investment advisor with a money management firm and also spent 10 years trading equity options on the floor of the Philadelphia Stock Exchange.
Patrick holds a master’s degree in finance from the Fox School of Business at Temple University and earned his bachelor’s degree in finance from Drexel University. He is a CFA® charterholder and a member of the CFA Institute, the CFA Society Philadelphia, and the Philadelphia Estate Planning Council. He also holds the Certified Trust and Financial Advisor certification.
Patrick is active in his church and with youth community sports programs and has volunteered with The Salvation Army.