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Wilmington Trust is a registered service mark used in connection with various fiduciary and non-fiduciary services offered by certain subsidiaries of M&T Bank Corporation including, but not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (WTC) operating in Delaware only, Wilmington Trust, N.A. (WTNA), Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), Wilmington Trust Asset Management, LLC (WTAM), and Wilmington Trust Investment Management, LLC (WTIM). Such services include trustee, custodial, agency, investment management, and other services. International corporate and institutional services are offered through M&T Bank Corporation’s international subsidiaries. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank. Member, FDIC. 
M&T Bank Corporation’s European subsidiaries (Wilmington Trust (UK) Limited, Wilmington Trust (London) Limited, Wilmington Trust SP Services (London) Limited, Wilmington Trust SP Services (Dublin) Limited, Wilmington Trust SP Services (Frankfurt) GmbH and Wilmington Trust SAS) provide international corporate and institutional services.
WTIA, WFMC, WTAM, and WTIM are investment advisors registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply any level of skill or training. Additional Information about WTIA, WFMC, WTAM, and WTIM is also available on the SEC's website at adviserinfo.sec.gov. 
Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services.
M&T Bank  Equal Housing Lender. Bank NMLS #381076. Member FDIC. 
Investment and Insurance Products   • Are NOT Deposits  • Are NOT FDIC Insured  • Are NOT Insured By Any Federal Government Agency  • Have NO Bank Guarantee  • May Go Down In Value  
Investing involves risks and you may incur a profit or a loss. Past performance cannot guarantee future results. This material is provided for informational purposes only and is not intended as an offer or solicitation for the sale of any security or service. It is not designed or intended to provide financial, tax, legal, accounting, or other professional advice since such advice always requires consideration of individual circumstances. There is no assurance that any investment, financial or estate planning strategy will be successful.

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.

By the Author

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