About the Author

Patrick Cassidy, CFA CTFA

Managing Director and Senior Portfolio Manager

Patrick is responsible for managing a team of investment specialists in our Pennsylvania and New Jersey region with expertise in strategic asset allocation and portfolio management. Patrick works with high-net-worth clients to develop customized investment portfolios based on their unique parameters for risk, return, and liquidity. He takes the time to listen to his client’s objectives and to understand any tax, legal, and personal considerations. Patrick then structures a well-diversified portfolio in keeping with his recommended asset allocation program. He continually monitors and rebalances his clients’ portfolios to meet their evolving needs and to take advantage of new investment opportunities.

Patrick has considerable tenure in the financials services industry, specializing in portfolio management. Prior to joining Wilmington Trust, he served as a portfolio manager for PNC Advisors. Earlier in his career, he was an investment advisor with a money management firm on the Main Line and also spent ten years trading equity options on the floor of the Philadelphia Stock Exchange.

Patrick holds an MBA in Finance from Temple University and earned his bachelor’s degree in Finance from Drexel University. He is a Chartered Financial Analyst, is a member of the Institute of Chartered Financial Analysts, member of the Philadelphia Estate Planning Council and is a member of the Financial Analysts of Philadelphia. He is active in his church and with youth community sports programs and has volunteered his time with the Salvation Army.


By the Author