Rick Wurster was appointed President of The Charles Schwab Corporation in October 2021. In his role, Wurster oversees Investor Services, Advisor Services, Workplace Financial Services, Digital Services, Schwab Asset Management, Third-Party Platforms, and Investor Advice Solutions. He is also CEO of Charles Schwab Investment Management, Inc. (CSIM).
Wurster joined Schwab in early 2016. He was most recently head of Schwab Asset Management Solutions which provided money management and portfolio advice solutions, wealth management services, financial research, and market insights. He previously served as CEO of Charles Schwab Investment Advisory, Inc. (CSIA), as well as CEO of ThomasPartners, Inc. and Windhaven Investment Management, Inc. prior to their integration into CSIA.
Before joining Schwab, Wurster was employed at Wellington Management and McKinsey & Company where he was a leader of the asset management practice and an Associate Principal.
Wurster earned a Master of Business Administration from The Tuck School of Business at Dartmouth College and a Bachelor of Science in economics from Villanova University. He holds both the Chartered Financial Analyst® (CFA) and Chartered Market Technician® (CMT) designations. He also serves on the investment committees for the San Francisco Museum of Modern Art and the Menlo Park-Atherton Education Foundation, as well as the Board of Governors for First Tee.
What is Richard A. Wurster's net worth?
The estimated net worth of Richard A. Wurster is at least $5.36 million as of March 17th, 2023. Mr. Wurster owns 101,391 shares of Charles Schwab stock worth more than $5,362,570 as of March 23rd. This net worth evaluation does not reflect any other investments that Mr. Wurster may own. Learn More about Richard A. Wurster's net worth.
How do I contact Richard A. Wurster?
Has Richard A. Wurster been buying or selling shares of Charles Schwab?
Over the course of the past ninety days, Richard A. Wurster has bought $108,780.00 of Charles Schwab stock. Most recently, on Friday, March 17th, Richard A. Wurster bought 2,000 shares of Charles Schwab stock. The stock was acquired at an average cost of $54.39 per share, with a total value of $108,780.00. Following the completion of the transaction, the president now directly owns 101,391 shares of the company's stock, valued at $5,514,656.49. Learn More on Richard A. Wurster's trading history.
Who are Charles Schwab's active insiders?
Charles Schwab's insider roster includes Walter Bettinger (CEO), Marie Chandoha (CEO), Bernard Clark (EVP), Jonathan Craig (EVP), Peter Crawford (CFO), Joan Dea (Director), Christopher Dodds (Director), Mark Goldfarb (Director), William Haraf (Director), Terri Kallsen (EVP), Joseph Martinetto (COO), Stephen McLin (Director), Peter Morgan, III (EVP), Nigel Murtagh (EVP), Charles Ruffel (Director), Charles Schwab (Chairman), Paula Sneed (Director), Roger Walther (Director), and Richard Wurster (President). Learn More on Charles Schwab's active insiders.
Are insiders buying or selling shares of Charles Schwab?
In the last twelve months, Charles Schwab insiders bought shares 9 times. They purchased a total of 180,169 shares worth more than $11,521,318.31. In the last twelve months, insiders at the financial services provider sold shares 25 times. They sold a total of 1,611,047 shares worth more than $123,952,777.96. The most recent insider tranaction occured on March, 17th when President Richard A Wurster bought 2,000 shares worth more than $108,780.00. Insiders at Charles Schwab own 6.9% of the company.
Learn More about insider trades at Charles Schwab. Information on this page was last updated on 3/17/2023.
