Charles A. Ruffel

Chairman at Kudu Investment Management LLC

Charles A. Ruffel

Charles A. Ruffel

Chairman at Kudu Investment Management LLC

Overview
Career Highlights

Kudu Investment Management LLC
Kudu Advisors, LLC
Strategic Insight

RelSci Relationships

506

Number of Boards

14

Birthday

1956

Age

64

Number of Awards

2

Relationships
RelSci Relationships are individuals Charles A. Ruffel likely has professional access to. A relationship does not necessarily indicate a personal connection.

Senior Executive Vice President & Chief Operating Officer at The Charles Schwab Corp.

Relationship likelihood: Strong

President & Chief Executive Officer at The Charles Schwab Corp.

Relationship likelihood: Strong

Founder at The Charles Schwab Corp.

Relationship likelihood: Strong

Co-Founder at ASPire Financial Services LLC

Relationship likelihood: Strong

Co-Founder at ASPire Financial Services LLC

Relationship likelihood: Strong

Co-Founder at ASPire Financial Services LLC

Relationship likelihood: Strong

Former Managing Director of Global Fixed-Income & Economics Research at Credit Suisse First Boston LLC

Relationship likelihood: Strong

Chief Executive & Investment Officer at Kudu Investment Management LLC

Relationship likelihood: Strong

Partner & Chief Financial Officer at Kudu Investment Management LLC

Relationship likelihood: Strong

Chief Operating Officer at Kudu Investment Management LLC

Relationship likelihood: Strong

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Charles A. Ruffel
Chairman at Kudu Investment Management LLC
Education
M.A. in History
Class of 1979

The University of Cambridge (informally known as Cambridge University or Cambridge) is a public research university located in Cambridge, United Kingdom. It is the second-oldest university in the English-speaking world (after the University of Oxford), and the seventh-oldest in the world.

M.S. in Journalism

Columbia University is one of the world's most important centers of research and at the same time a distinctive and distinguished learning environment for undergraduates and graduate students in many scholarly and professional fields. The University recognizes the importance of its location in New York City and seeks to link its research and teaching to the vast resources of a great metropolis. It seeks to attract a diverse and international faculty and student body, to support research and teaching on global issues, and to create academic relationships with many countries and regions. It expects all areas of the university to advance knowledge and learning at the highest level and to convey the products of its efforts to the world.

Career History
Chairman
2015 - Current

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.

Chief Executive Officer & Managing Director
2010 - 2015

Kudu Advisors, LLC is a private company headquartered in the United States that provides investment advice.

Founder
1989 - Prior

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.

Boards & Committees
Member, Advisory Board
Current

CapFinancial Partners (CAPTRUST) determines an appropriate asset allocation for each client based on that client's unique risk profile and investment objectives. Investment strategies generally include long- or short-term purchases of stock portfolios, mutual funds and fixed income securities, and may include margin transactions and options strategies.CAPTRUST utilizes a risk-based approach to asset allocation. A variety of asset classes (US Equities; International Equities; Fixed Income; Alternatives; Commodities; and Real Estate) are allocated amongst a series of risk-based models: 0% Directional and 20% Directional, both \"capital preservation\" models; 40% Directional, a conservative growth model; 60% Directional and 72% Directional, both \"moderate growth\" models; and 85% Directional and 100% Directional, both \"aggressive growth\" models. With risk-based models broken down by major asset classes, CAPTRUST has several discretionary strategies to fulfill the 7 risk-based models including: Discretionary Consulting Portfolios (DCP) (with or without alternatives and with or without municipals), DCP FLEX, DCP Focused, Income, Flex Income, and Managed Account Portfolios including Income, Conservative, Moderate, Growth, Aggressive.

Director
1989 - Prior

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.

Political Donations
$2,400
2010

Senator from Ohio

Investments
Details Hidden

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.

Public Holdings
Restricted data only for RelSci Professional users.
Awards & Honors
Series 79 - Investment Banking
Series 63 - Uniform Securities Agent
Events
Speaker
Boca Raton, FL, United States
2013 GAIM USA

Speaker
Los Angeles, CA, United States
2010 Milken Institute Global Conference

The 2010 Milken Institute Global Conference was full of insight, inspiration and entertainment, with a diverse slate of speakers from Wesley Clark, T. Boone Pickens, Maria Shriver, Nouriel Roubini and Eli Broad, to Tim Pawlenty, Meredith Whitney, Biz Stone, Richard Beckman and Les Moonves. This year's discussions have started the process of moving policy toward realistic solutions.

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