Richard A. Wurster net worth and biography

Richard Wurster Biography and Net Worth

President of Charles Schwab
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?

The corporate mailing address for Mr. Wurster and other Charles Schwab executives is 211 MAIN STREET, SAN FRANCISCO CA, 94105. Charles Schwab can also be reached via phone at (817) 859-5000 and via email at [email protected] Learn More on Richard A. Wurster's contact information.

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.

Richard A. Wurster Insider Trading History at Charles Schwab

Transaction DateBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
3/17/2023Buy2,000$54.39$108,780.00101,391View SEC Filing Icon  
2/9/2022Sell61,423$94.62$5,811,844.26View SEC Filing Icon  
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Richard A. Wurster Buying and Selling Activity at Charles Schwab

This chart shows Richard A Wurster's buying and selling at Charles Schwab by year and by quarter.

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Charles Schwab Company Overview

Charles Schwab logo
The Charles Schwab Corp. is a savings and loan holding company, which engages in the provision of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. It operates through the Investor Services and Advisor Services segments. The Investor Services segment includes retail brokerage and banking services to individual investors, and retirement plan services, as well as other corporate brokerage services, to businesses and their employees. The Advisor Services segment provides custodial, trading, retirement business, and support services, as well as retirement business services to independent registered investment advisors, independent retirement advisors, and record keepers. The company was founded by Charles R. Schwab in 1986 and is headquartered in Westlake, TX.
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Today's Range

Now: $52.50
Low: $52.50
High: $52.50

50 Day Range

MA: $74.21
Low: $51.91
High: $83.49

2 Week Range

Now: $52.50
Low: $45.00
High: $93.16


680,264 shs

Average Volume

20,170,873 shs

Market Capitalization

$94.05 billion

P/E Ratio


Dividend Yield