Profile

Identity, professional record and current appointments.

Overview

Professional record at a glance

A concise summary of information supported by the cited public sources. Missing information is treated as unknown, not as a negative finding.

Current roles
11 current organization shown on this profile
Board positions
11 supported by public sources, 0 supplied by the profile owner
Committee roles
Not establishedNo committee role is currently confirmed by the cited sources
Qualifications
Not establishedNo qualification is currently confirmed by the cited sources

Professional narrative

About

Served as CEO of Charles Schwab Investment Management and Investment Advisory subsidiaries, with prior experience at Wellington Management and McKinsey as a leader of asset management practice.

Sources are shown with the information they support.

Current roles

Appointments & responsibilities

Board appointments

Governance

Board appointments, committee responsibilities and disclosed relationships.

Committee appointments across companies

Structured records are unavailable. This does not establish that no records exist.

Board and advisory record

Board service

Sources are shown with each role, education record, or credential.

Director

Charles Schwab Corporation

2025-01-01 · current

Confirmed by public sourceView source

Connections

Explore the roles, education and affiliations published in this record.

Charles Schwab Corporation

Open Charles Schwab Corporation profile →

Director at Charles Schwab Corporation

2025-01-01 → End not stated

current · source reported

Observed: 2026-09-24

Charles Schwab Cor…Charles Schwab CorporationRichard A. Wurster

Dashed lines mark past roles. Select a connection to see its dates and sources.

Relationship map

Connected through the public record

Direct relationships from verified facts and published résumé records. Private connections are excluded.

Direct public links only

Only published affiliations are shown here. Private relationships require authorized access.

Experience

Career history, education, credentials and public contributions.

Published record

Featured coverage

Selected publications and public sources used to establish this profile. Inclusion records provenance; it is not an endorsement.

Source 1 · Sec FilingSCHW DEF 14A director slateSupports AI and ML experience, Board role, Committee assignments, Executive company, Executive title, Cybersecurity experience, Technology background.Open sourceSource 2 · Sec FilingSCHW-PJ 10-K executive officersSupports AI and ML experience, Cybersecurity experience, Executive company, Executive title, Technology background.Open source

Basis

Identifiers, sources, dates and record limitations.

Identifiers

Alpha ID
alpha:person:richard-a-wurster
Record version
public-0

Published evidence records

5 evidence records, matching Agent View. Records may refer to different locations or observations in the same document. This count is not a count of independent corroborating sources.

  1. SCHW DEF 14A director slate

    sec filing · Source published: Apr 6, 2026 · Retrieved: May 16, 2026

    Supports 7 claims
    • AI and ML experience: AI and ML experience: not identified in the cited filing · Claim reviewed: May 16, 2026
    • Board role: Board role: Director · Claim reviewed: May 16, 2026
    • Committee assignments: No committee assignment disclosed in the cited filing · Claim reviewed: May 16, 2026
    • Cybersecurity experience: Cybersecurity experience: not identified in the cited filing · Claim reviewed: May 16, 2026
    • Executive company: Executive at The Charles Schwab Corporation · Claim reviewed: May 16, 2026
    • Executive title: Executive title: Chief Executive Officer · Claim reviewed: May 16, 2026
    • Technology background: Technology background reported in filings · Claim reviewed: May 16, 2026

  2. Open source

    sec proxy · Source published: Apr 6, 2026 · Retrieved: May 3, 2026

    Supports 1 claim
    • Professional Role: Director at Charles Schwab Corporation · Claim reviewed: May 16, 2026

  3. SCHW-PJ 10-K executive officers

    sec filing · Source published: Feb 25, 2026 · Retrieved: Jul 28, 2026

    Supports 5 claims
    • AI and ML experience: AI and ML experience: not identified in the cited filing · Claim reviewed: May 16, 2026
    • Cybersecurity experience: Cybersecurity experience: not identified in the cited filing · Claim reviewed: May 16, 2026
    • Executive company: Executive at SCHWAB CHARLES CORP · Claim reviewed: Jul 28, 2026
    • Executive title: Executive title: President and Chief Executive Officer · Claim reviewed: Jul 28, 2026
    • Technology background: Technology background reported in filings · Claim reviewed: May 16, 2026

  4. SCHW-PD 10-K executive officers

    sec filing · Source published: Feb 25, 2026 · Retrieved: Jul 28, 2026

    Supports 2 claims
    • Executive company: Executive at SCHWAB CHARLES CORP · Claim reviewed: Jul 28, 2026
    • Executive title: Executive title: President and Chief Executive Officer · Claim reviewed: Jul 28, 2026

  5. Open source

    public source · Source published: Date unavailable · Retrieved: Date unavailable

    Supports 1 claim
    • Board membership: Serves on the board of Charles Schwab Corporation · Claim reviewed: May 16, 2026

Sources

Sources and published information

Each item links to the public source used to support it. When sources disagree, the item is clearly marked for review.

AI and ML experience · CorroboratedAI and ML experience: not identified in the cited filingSupported by 2 public records2 sources
Verification
Corroborated
Confidence
72%
Last reviewed
May 16, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 16, 2026

  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed Jul 28, 2026

Board membership · Source reportedServes on the board of Charles Schwab Corporation1 source
Verification
Source reported
Confidence
Not stated
Last reviewed
Not stated
Board role · Source reportedBoard role: Director1 source
Verification
Source reported
Confidence
92%
Last reviewed
May 16, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 16, 2026

Committee assignments · Source reportedNo committee assignment disclosed in the cited filing1 source
Verification
Source reported
Confidence
88%
Last reviewed
May 16, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 16, 2026

Cybersecurity experience · CorroboratedCybersecurity experience: not identified in the cited filingSupported by 2 public records2 sources
Verification
Corroborated
Confidence
72%
Last reviewed
May 16, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 16, 2026

  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed Jul 28, 2026

Executive company · Source reportedExecutive at The Charles Schwab Corporation1 source
Verification
Source reported
Confidence
85%
Last reviewed
May 16, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 16, 2026

Executive company · CorroboratedExecutive at SCHWAB CHARLES CORPSupported by 2 public records2 sources
Verification
Corroborated
Confidence
94%
Last reviewed
Jul 28, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed Jul 28, 2026

  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed Jul 28, 2026

Executive title · Source reportedExecutive title: Chief Executive Officer1 source
Verification
Source reported
Confidence
85%
Last reviewed
May 16, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 16, 2026

Executive title · CorroboratedExecutive title: President and Chief Executive OfficerSupported by 2 public records2 sources
Verification
Corroborated
Confidence
94%
Last reviewed
Jul 28, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed Jul 28, 2026

  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed Jul 28, 2026

Technology background · CorroboratedTechnology background reported in filingsSupported by 2 public records2 sources
Verification
Corroborated
Confidence
72%
Last reviewed
May 16, 2026
  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 16, 2026

  • SEC EDGAR

    Sec Filing · Tier 3 · Reviewed Jul 28, 2026

View all sources5 records
  1. SEC EDGAR

    Sec Filing · Tier 3 · Reviewed May 16, 2026

    Supports: AI and ML experience · Board role · Committee assignments · Executive company · Executive title · Cybersecurity experience · Technology background

  2. https://www.sec.gov/Archives/edgar/data/316709/000119312526142826/d930509ddef14a.htm

    Sec Proxy · Tier not stated · Reviewed May 3, 2026

    Supports: Director at Charles Schwab Corporation (NYSE: SCHW-PJ)

  3. SEC EDGAR

    Sec Filing · Tier 3 · Reviewed Jul 28, 2026

    Supports: AI and ML experience · Cybersecurity experience · Executive company · Executive title · Technology background

  4. SEC EDGAR

    Sec Filing · Tier 3 · Reviewed Jul 28, 2026

    Supports: Executive company · Executive title

  5. https://www.sec.gov/Archives/edgar/data/316709/000119312526142826/d930509ddef14a.htm

    Public Source · Tier not stated · Reviewed Not stated

    Supports: Board membership