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.

The Westlake office specializes in wealth management, client services, investment consulting, and financial advisory solutions.

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