Nick Vassilos, CFA

Nick Vassilos, CFA

Head of Risk and Performance Analytics
Schwab Asset Management®

Nick Vassilos is a Managing Director and Head of Risk and Performance Analytics for Schwab Asset Management. Mr. Vassilos is responsible for Schwab Asset Management’s investment and operational risk management functions through measuring and monitoring portfolio risks and maintaining operational risk processes and standards. Mr. Vassilos also leads the team responsible for providing performance, attribution, and competitive analysis.

Mr. Vassilos has over 20 years of experience in risk management. Prior to joining Schwab in 2018, he was the global portfolio acquisition and analytics leader at Morningstar. In this role, he drove portfolio data improvements and generated new multi-asset analytics. Prior to that he managed his own equity options focused fund, Wave Options. Preceding this experience, he worked at Citigroup in London, where he started the company’s European Delta One trading desk.

Mr. Vassilos earned a Bachelor of Science in finance from the University of Virginia’s McIntire School of Commerce. He is a CFA® charterholder.