Charles Ruffel
Director/Board Member chez CHARLES SCHWAB
Fortune : 2 M $ au 31/03/2024
Profil
Charles A.
Ruffel is the founder of Asset International, Inc. (1989) and Kudu Investment Management LLC.
He is currently an Independent Director at The Charles Schwab Corp., a Director at Charles Schwab Bank, SSB, and an Independent Non-Executive Director at EnTrust Global Emerging Markets Holdings NV.
His former positions include Chief Executive Officer & Managing Partner at Kudu Advisors, LLC, Director at Case Interactive Media, Inc., and Director at Aspire Financial Services LLC, among others.
He holds graduate degrees from The Trustees of Columbia University in The City of New York and the University of Cambridge.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
CHARLES SCHWAB CORP
0,00% | 01/04/2024 | 27 383 ( 0,00% ) | 2 M $ | 31/03/2024 |
Postes actifs de Charles Ruffel
| Sociétés | Poste | Début |
|---|---|---|
| CHARLES SCHWAB | Director/Board Member | 15/05/2018 |
Kudu Investment Management LLC
 Kudu Investment Management LLC Investment ManagersFinance Kudu Investment Management LLC provides capital solutions to asset and wealth managers. It offers non-invasive capital solutions that preserve independence and minimize business disruption. The company was founded by Rob Jakacki and Charlie Ruffel in 2015 and is headquartered in New York, NY. | Founder | 01/01/2015 |
| EnTrust Global Emerging Markets Holdings NV | Director/Board Member | 11/11/2016 |
Charles Schwab Bank, SSB
 Charles Schwab Bank, SSB Regional BanksFinance Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV. | Director/Board Member | 01/01/2018 |
Anciens postes connus de Charles Ruffel
| Sociétés | Poste | Fin |
|---|---|---|
Aspire Financial Services LLC
 Aspire Financial Services LLC Investment ManagersFinance Aspire Financial Services LLC provides retirement plan solutions to small and medium sized businesses, organizations, and government entities. It leverages its proprietary technology platform to offer services to plan sponsors, third party administrators, and advisors through a web interface containing research, tools, and access to investment products. The company was founded by James J. Olson, Manish Gupta and Michael A. Gottfried in 2002 and is headquartered in Tampa, FL. | Director/Board Member | 01/01/2019 |
| Schwab Strategic Trust | Director/Board Member | 01/01/2018 |
| Laudus Institutional Trust | Director/Board Member | 01/01/2018 |
| Laudus Trust | Director/Board Member | 01/01/2018 |
| Schwab Annuity Portfolios | Director/Board Member | 01/01/2018 |
Formation de Charles Ruffel
| The Trustees of Columbia University in The City of New York | Graduate Degree |
| University of Cambridge | Graduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| CHARLES SCHWAB | Finance |
| Entreprise privées | 18 |
|---|---|
| Schwab Annuity Portfolios | Miscellaneous |
| Schwab Capital Trust | |
| Charles Schwab Family of Funds | Miscellaneous |
| Schwab Investments | Miscellaneous |
| Laudus Institutional Trust | Miscellaneous |
| EnTrust Global Emerging Markets Holdings NV | Miscellaneous |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
| Schwab Strategic Trust | Miscellaneous |
Case Interactive Media, Inc.
 Case Interactive Media, Inc. Investment ManagersFinance Case Interactive Media, Inc. operates as a private equity firm specializing in growth equity and private equity acquisition opportunities. The company is headquartered in New York, NY. | Finance |
Aspire Financial Services LLC
Aspire Financial Services LLC Investment ManagersFinance Aspire Financial Services LLC provides retirement plan solutions to small and medium sized businesses, organizations, and government entities. It leverages its proprietary technology platform to offer services to plan sponsors, third party administrators, and advisors through a web interface containing research, tools, and access to investment products. The company was founded by James J. Olson, Manish Gupta and Michael A. Gottfried in 2002 and is headquartered in Tampa, FL. | Finance |
Institutional Investor
 Institutional Investor BroadcastingConsumer Services Part of The Walt Disney Co., Institutional Investor is a financial publication and event producer for institutional investors. The private company is based in New York, NY. For over 50 years, Institutional Investor has been providing exclusive memberships, forums, industry benchmarks, award-winning content, and custom research to the world's financial decision-makers. The company's custom research lab works with clients in the asset management, professional services, and technology industries to develop insightful primary research on asset markets, portfolio management, and investment decision making. Institutional Investor also offers highly-respected proprietary benchmark research and rankings, as well as independent sell-side and corporate performance research and rankings, spanning across all-Asia, the Americas, and Europe. | Consumer Services |
Charles Schwab Bank, SSB
Charles Schwab Bank, SSB Regional BanksFinance Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV. | Finance |
McCann Erickson (Germany)
 McCann Erickson (Germany) Miscellaneous Commercial ServicesCommercial Services McCann Erickson (Germany) provides brand communication and public relation services. The private company is based in Frankfurt, Germany. | Commercial Services |
| Laudus Trust | Miscellaneous |
Asset International, Inc.
 Asset International, Inc. Internet Software/ServicesTechnology Services Asset International, Inc. provides data, business intelligence, and information services to the investment management industry. The company was founded by James A. Casella and Charles Ruffel in 2009 and is headquartered in New York, NY. | Technology Services |
Kudu Advisors, LLC
 Kudu Advisors, LLC Investment ManagersFinance Kudu Advisors, LLC provides investment advice. | Finance |
Kudu Investment Management LLC
Kudu Investment Management LLC Investment ManagersFinance Kudu Investment Management LLC provides capital solutions to asset and wealth managers. It offers non-invasive capital solutions that preserve independence and minimize business disruption. The company was founded by Rob Jakacki and Charlie Ruffel in 2015 and is headquartered in New York, NY. | Finance |
Asset International, Inc. (Connecticut)
 Asset International, Inc. (Connecticut) Commercial Printing/FormsCommercial Services Asset International, Inc. owns and operates publishing, email, newsletter and education portals. The company was founded by Charles A. Ruffel and is headquartered in Stamford, CT. | Commercial Services |
