Meet Rick Wurster, Charles Schwab CEO

Rick Wurster's Work History

Wurster has held various leadership roles at Schwab since 2016, including head of Schwab Asset Management Solutions. Prior to Schwab, he worked at Wellington Management and McKinsey & Company, building a strong background in asset management and consulting.

• 2016 — President and CEO, The Charles Schwab Corporation
• 2019 — CEO, Charles Schwab Investment Management, Inc., Charles Schwab
• 2019 - 2021 — Head of Schwab Asset Management Solutions, Charles Schwab
• 2018 - 2021 — CEO, Charles Schwab Investment Advisory, Inc., Charles Schwab
• 2016 - 2018 — CEO, ThomasPartners, Inc., Charles Schwab
• 2016 - 2018 — CEO, Windhaven Investment Management, Inc., Charles Schwab
• 2006 - 2016 — Portfolio Manager, Wellington Management
• 2000 - 2005 — Associate Principal, McKinsey & Company

Rick Wurster's Education

Wurster earned an MBA from The Tuck School of Business at Dartmouth College and a Bachelor of Science in economics from Villanova University. He holds CFA and CMT designations.

• The Tuck School of Business at Dartmouth College — MBA
• Villanova University — Bachelor of Science - BS in Economics

How to Reach Rick Wurster?

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