Rick Wurster
Directeur Général chez
CHARLES SCHWAB
Fortune : 19 M $ au 31/05/2026
Profil
Richard A. Wurster est un homme d'affaires qui a été à la tête de 5 sociétés différentes et qui occupe actuellement le poste de président de The Charles Schwab Corp. et de directeur général de Charles Schwab Investment Management, Inc. et de directeur général et administrateur de Charles Schwab Investment Advisory, Inc. (toutes deux sont des filiales de The Charles Schwab Corp.). Au cours de sa carrière antérieure, il a occupé les postes de directeur associé chez McKinsey & Co, Inc, directeur chez Bain & Co, Inc, directeur général chez ThomasPartners, Inc, directeur général chez Windhaven Investment Management, Inc et vice-président et gestionnaire de portefeuille chez Wellington Management Co. LLP. Richard A. Wurster a obtenu un MBA à la Tuck School of Business de Dartmouth et un diplôme de premier cycle à l'université de Villanova.
Détentions connues dans des sociétés publiques
| Société | Date | Nombre d'actions | Valorisation | Date de valorisation |
|---|---|---|---|---|
CHARLES SCHWAB CORP 0,01 % | 28/05/2026 | 223 004 ( 0,01 % ) | 19 M $ | 31/05/2026 |
Postes actifs de Rick Wurster
| Sociétés | Poste | Début |
|---|---|---|
| CHARLES SCHWAB | Directeur Général | 01/01/2025 |
| FORGE GLOBAL HOLDINGS, INC. | Directeur Général | 02/03/2026 |
Schwab Capital Trust | Directeur/Membre du Conseil | - |
Schwab Investments
 Schwab Investments Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Directeur/Membre du Conseil | - |
Charles Schwab Family of Funds
 Charles Schwab Family of Funds Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Directeur/Membre du Conseil | - |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Directeur Général | - |
The First Tee
 The First Tee Miscellaneous Commercial ServicesCommercial Services Operates as youth development organization, which provides golf training services | Directeur/Membre du Conseil | - |
Anciens postes connus de Rick Wurster
| Sociétés | Poste | Fin |
|---|---|---|
Charles Schwab Investment Advisory, Inc.
 Charles Schwab Investment Advisory, Inc. Investment ManagersFinance CSIA’s SIP Program offers clients a diversified portfolio composed of ETFs, as well as an FDIC-insured cash allocation that is based on the client’s stated investment objectives and risk tolerance. The portfolio of ETFs includes up to 20 asset classes across stocks, fixed income, real estate, and commodities. The SIP Program is designed to monitor a client’s portfolio daily and automatically rebalance as needed to keep a client’s portfolio consistent with their selected risk profile unless such rebalancing may not be in the best interest of the client. | Directeur Général | 01/10/2021 |
Charles Schwab Investment Management, Inc.
 Charles Schwab Investment Management, Inc. Investment ManagersFinance Schwab Asset Management provides advice about a variety of investments, ranging from equity and fixed income to money market securities and provides advice as to the selection of investment advisers and pooled investment vehicles for certain clients. The firm utilizes a proprietary process and models to help guide investment decisions and seeks to manage portfolio risk. | Directeur Général | 01/01/2022 |
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Formation de Rick Wurster
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
97
Relations au 1er degré
16
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 16 |
|---|---|
Schwab Capital Trust | |
The Charles Schwab Corp.
 The Charles Schwab Corp. Investment Banks/BrokersFinance Provides retail brokerage, investment advisory, banking and trust services | Finance |
Charles Schwab Family of Funds
Charles Schwab Family of Funds Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Schwab Investments
Schwab Investments Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts. | Finance |
Charles Schwab Investment Management, Inc.
Charles Schwab Investment Management, Inc. Investment ManagersFinance Schwab Asset Management provides advice about a variety of investments, ranging from equity and fixed income to money market securities and provides advice as to the selection of investment advisers and pooled investment vehicles for certain clients. The firm utilizes a proprietary process and models to help guide investment decisions and seeks to manage portfolio risk. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment Banks/BrokersFinance Provides financial instruments, securities brokerage and investment advisory services | Finance |
ThomasPartners, Inc.
 ThomasPartners, Inc. Investment ManagersFinance ThomasPartners offers two strategies, a Dividend Growth Strategy (equity-focused) and a Balanced Income Strategy (allocations to equity and fixed income). For the Dividend Growth Strategy, and for the equity portion of the Balanced Income Strategy, The firm generally invests in dividend paying stocks from companies that they believe have the ability to grow their dividends. They primarily invest in companies with a minimum market capitalization of $1 billion. Most of ThomasPartners' investments are in large-cap, U.S.-based stocks, with lesser allocations to mid- and small-cap common stocks, international common stocks (in the form of ADRs and ordinary shares), domestic MLPs and REITs. The firm may also invest in mutual funds and ETFs. | Finance |
Windhaven Investment Management, Inc.
 Windhaven Investment Management, Inc. Investment ManagersFinance Windhaven Investment Management broadly diversifies investment portfolios across asset classes and typically include exposure to U.S. and international stocks, fixed income securities, real estate, currencies and commodities. Assets held in Windhaven-managed client accounts are primarily in ETFs and may also invest in index funds, exchange-traded notes (ETNs), or mutual funds, and from time-to-time may include other securities. Clients typically choose from one of three strategies: Diversified Conservative, Diversified Growth, and Diversified Aggressive, or a combination of strategies, based on a client's objectives, risk tolerance, and other factors relevant to that client’s circumstances. | Finance |
McKinsey & Co., Inc.
 McKinsey & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Operates as a management consulting firm | Commercial Services |
Bain & Co., Inc.
 Bain & Co., Inc. Miscellaneous Commercial ServicesCommercial Services Provides strategy, marketing, organization, operations, IT and M&A consulting services | Commercial Services |
Villanova University
 Villanova University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
The First Tee
The First Tee Miscellaneous Commercial ServicesCommercial Services Operates as youth development organization, which provides golf training services | Commercial Services |
Charles Schwab Investment Advisory, Inc.
Charles Schwab Investment Advisory, Inc. Investment ManagersFinance CSIA’s SIP Program offers clients a diversified portfolio composed of ETFs, as well as an FDIC-insured cash allocation that is based on the client’s stated investment objectives and risk tolerance. The portfolio of ETFs includes up to 20 asset classes across stocks, fixed income, real estate, and commodities. The SIP Program is designed to monitor a client’s portfolio daily and automatically rebalance as needed to keep a client’s portfolio consistent with their selected risk profile unless such rebalancing may not be in the best interest of the client. | Finance |
Tuck School of Business at Dartmouth
 Tuck School of Business at Dartmouth Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Forge Global Holdings, Inc.
 Forge Global Holdings, Inc. Data Processing ServicesTechnology Services Operates a financial services platform | Technology Services |
