Patrick Schaad

Patrick Schaad, CFA, is a seasoned finance professional currently serving as a Senior Client Portfolio Manager and Executive Director for Multi Asset Discretionary Mandates at Vontobel since July 2023. Prior to this role, Schaad spent nearly two decades at Credit Suisse, where responsibilities included serving as an Investment Capability Specialist and Director for Fixed Income Discretionary Mandates, along with positions as Vice President and Assistant Vice President in Client Portfolio Management and Relationship Management for High Net Worth Individuals (UHNWI and HNWI) across various markets. Schaad began the career at KPMG as a Tax Clerk and has a foundational background in portfolio management for multi-asset discretionary mandates from earlier tenure at Credit Suisse. Educationally, Schaad holds a Bachelor of Science in Business Administration with a major in Controlling and Accounting from the University of Applied Sciences and Arts Northwestern Switzerland FHNW.