The Charles Schwab Corporation Announces the Promotion of Rick Wurster to President
12 Ottobre 2021 - 02:45PM
Business Wire
The Board of Directors of The Charles Schwab Corporation
announced today the appointment of Rick Wurster as President of The
Charles Schwab Corporation, effective October 15, 2021. In his new
role, Mr. Wurster will report to Walt Bettinger, Chief Executive
Officer of The Charles Schwab Corporation.
Mr. Wurster is currently a Managing Director and head of Schwab
Asset Management. He joined Schwab in early 2016 and has worked
closely with Mr. Bettinger and other Schwab executives over the
past five years. Before joining Schwab, Mr. Wurster was employed at
Wellington Management and McKinsey & Company. He has a Master
of Business Administration from The Tuck School of Business at
Dartmouth and a Bachelor of Science in economics from Villanova
University. He holds both the Chartered Financial Analyst® (CFA)
and Chartered Market Technician® (CMT) designations.
Mr. Bettinger commented on Mr. Wurster’s appointment: “Rick is
an exceptional executive and leader and I am thrilled to continue
working with him in his expanded role. His client focus aligns with
the Through Clients’ Eyes strategy that originated with our
founder, Chuck Schwab, and has guided our firm for almost 50
years.”
Mr. Wurster’s organization will include Investor Services,
Advisor Services, Workplace Financial Services, and International
Services, in addition to Schwab Asset Management.
About Charles Schwab
The Charles Schwab Corporation (NYSE: SCHW) is a leading
provider of financial services, with 32.5 million active brokerage
accounts, 2.2 million corporate retirement plan participants, 1.6
million banking accounts, and $7.8 trillion in client assets as of
August 31, 2021. Through its operating subsidiaries, the company
provides a full range of wealth management, securities brokerage,
banking, asset management, custody, and financial advisory services
to individual investors and independent investment advisors. Its
broker-dealer subsidiaries, Charles Schwab & Co., Inc., TD
Ameritrade, Inc., and TD Ameritrade Clearing, Inc., (members SIPC,
www.sipc.org), and their affiliates offer a complete range of
investment services and products including an extensive selection
of mutual funds; financial planning and investment advice;
retirement plan and equity compensation plan services; referrals to
independent, fee-based investment advisors; and custodial,
operational and trading support for independent, fee-based
investment advisors through Schwab Advisor Services. Its primary
banking subsidiary, Charles Schwab Bank, SSB (member FDIC and an
Equal Housing Lender), provides banking and lending services and
products. More information is available at www.aboutschwab.com.
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MEDIA: Mayura Hooper Charles Schwab Phone:
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