Richard Andrew Wurster

Current Employers

Employment History

• 04/2016 → 03/2018
  Windhaven Investment Management, Inc.
  Boston, MA
• 01/2018 → 03/2022
  Charles Schwab Investment Advisory, Inc.
  Westlake, TX
• 04/2016 → 03/2018
  Thomas Partners
  Boston, MA
• 04/2016 → Present
  Charles Schwab & Co., Inc.
  Westlake, TX
• 01/2021 → 03/2022
  Charles Schwab Investment Management, Inc.
  Westlake, TX

Previous Registrations

• 2018-03-05 → 2022-03-22
  Charles Schwab Investment Advisory, Inc.
  San Francisco, CA
• 2016-12-06 → 2018-03-30
  Thomaspartners, Inc.
  San Francisco, CA
  Boston, MA
• 2016-12-06 → 2018-03-30
  Windhaven Investment Management, Inc.
  San Francisco, CA
  Boston, MA

Other Businesses

(1) San Francisco Musuem of Modern Art| Started 12/31/2016| Entertainment Venues/Theaters| Investment Committee Member| I have been asked to be on the museum's investment committee. This will include contributing to the investment policy of the museum|.05 hrs conducting outside business| No compensation| (2) MENLO PARK ATHERTON EDUCATION FOUNDATION | INVESTMENT-RELATED | MENLO PARK, CA 94026 | EDUCATION | INVESTMENT COMMITTEE MEMBER | 4/30/2020 | LESS THAN 20 HPM | NONE DURING TRADING HOURS | SITTING ON THE INVESTMENT COMMITTEE OF THE SCHOOLS SYSTEMS ENDOWMENT OF ROUGHLY $30 MILLION. IT IS RUN BY CAMBRIDGE ASSOCIATES AN INVESTMENT CONSULTANT. THE IC's ROLE IS TO OVERSEE THE CONSULTANT. (3) Name of the other business: Schwab Charitable Fund| Investment Related| Address: 211 Main Street, San Francisco, CA | Nature of Business: Schwab Charitable Fund is an independent 501(c)(3) non-profit organization, a provider of donor-advised funds and other philanthropic resources | Position: Chairman of the Board of Directors | Start Date: July 1, 2023 | Hours per month: Less than 20 hours per month | During Securities Trading Hours: Yes | Duties: Serve as the Chairman of the Board of Directors

Other Names

• Rick A Wurster
• Richard A Wurster