Nick Vassilos is a Managing Director and Chief Risk Officer for Schwab Asset Management. Mr. Vassilos leads the teams responsible for Schwab Asset Management’s investment and operational risk, credit research, and performance analytics functions. Primary risk management activities include measuring and monitoring portfolio risks and maintaining operational risk processes and standards. Credit research efforts include providing independent judgment regarding the credit quality of investments. Performance analytics activities include providing performance, attribution, and competitive analysis.

Mr. Vassilos has over 20 years of experience in risk management. Before 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, Mr. Vassilos 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 and sits on the Board of Directors for CFA Society Chicago.