Rick Wurster

Chief Executive Officer, President & Director at Charles Schwab Investment Advisory, Inc.

Rick Wurster

Rick Wurster

Chief Executive Officer, President & Director at Charles Schwab Investment Advisory, Inc.

Overview
Career Highlights

Charles Schwab Investment Advisory, Inc.
Windhaven Investment Management, Inc.
ThomasPartners, Inc.

RelSci Relationships

3860

Number of Boards

5

Number of Awards

2

Contact Data
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Relationships
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Chief Financial Officer, Director at Charles Schwab Investment Advisory, Inc.

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Senior Vice President, Chief Operating Officer & Head of Investment Analytics, Trading, Operations & Data at Charles Schwab Investment Management, Inc.

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Head of the Investment Manager Research at The Charles Schwab Corp.

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President & Chief Executive Officer at The Charles Schwab Corp.

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

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

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

Relationship likelihood: Strong

Executive Vice President & Head of Schwab Advisor Services at The Charles Schwab Corp.

Relationship likelihood: Strong

President & Chief Executive Officer, Charles Schwab Bank at The Charles Schwab Corp.

Relationship likelihood: Strong

Senior Vice President & Chief Investment Officer at Charles Schwab Investment Advisory, Inc.

Relationship likelihood: Strong

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Rick Wurster
Chief Executive Officer, President & Director at Charles Schwab Investment Advisory, Inc.
Education
Master of Business Administration
Class of 2000

The Tuck School of Business at Dartmouth is the graduate business school of Dartmouth College in Hanover, New Hampshire, in the United States. Tuck is one of six Ivy league business schools. Founded in 1900, Tuck was the first institution to offer a master's degree in the field of business administration

Bachelor of Science in Economics

Villanova University is a private university located in Radnor Township, a suburb northwest of Philadelphia, Pennsylvania, in the United States. Named for Saint Thomas of Villanova, the school is the oldest Catholic university in the Commonwealth of Pennsylvania. Founded in 1842 by the Order of Saint Augustine, the university traces its roots to old Saint Augustine's Church, Philadelphia, which the Augustinian friars founded in 1796, and to its parish school, Saint Augustine's Academy, which was established in 1811.

Career History
Chief Executive Officer, President & Director
2018 - Current

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. The SIP Program is sponsored by CSIA’s affiliate, Schwab Wealth Investment Advisory, Inc., which sets investment policy and parameters and provides administrative and related services for the SIP Program. The SIP Program is also used to provide discretionary portfolio management in the Schwab Intelligent Advisory Program (SIA) sponsored by Charles Schwab & Co., Inc. The SIA Program combines the SIP Program with additional financial planning services provided through Schwab.

Executive Vice President, Schwab Asset Management Solutions & Chief Executive Officer, Schwab Investment Management, Inc
Current

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 Austin, TX.

Head of Schwab Asset Management Solutions, Chief Executive Officer
Current

CSIM uses various investment strategies and methods of analysis in managing discretionary client accounts and providing recommendations to nondiscretionary clients. When providing recommendations to Charles Schwab Bank (CSB) about the selection, monitoring and removal of sub-advisers or underlying pooled investment vehicles, the firm considers both qualitative and quantitative factors. CSIM seeks to generate current income within the limit of the fund’s investment objective, credit, maturity, liquidity, and diversification policies in choosing securities for the non-US fund. Their credit research department analyzes and monitors the securities that the non-US fund owns or is considering buying.

Awards & Honors
CFA (Chartered Financial Analyst)
Chartered Market Technician
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