Charles Ruffel
Director/Board Member at CHARLES SCHWAB
Net worth: 2 M $ as of 2024-03-30
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Chuck Schwab | M | 86 |
Laudus Institutional Trust
Schwab Investments
Laudus Trust
Charles Schwab Family of Funds
Schwab Capital Trust
Schwab Annuity Portfolios
Charles Schwab Bank, SSB
 Charles Schwab Bank, SSB Regional BanksFinance Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV. | 38 years |
| Joseph Martinetto | M | 61 |
Schwab Annuity Portfolios
Schwab Capital Trust
Schwab Investments
Schwab Strategic Trust
Laudus Trust
Charles Schwab Family of Funds
Charles Schwab Bank, SSB
Charles Schwab Bank, SSB Regional BanksFinance Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV. | 27 years |
| Walter Bettinger | M | 63 |
Charles Schwab Bank, SSB
Charles Schwab Bank, SSB Regional BanksFinance Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV. | 29 years |
| Mark Goldfarb | M | 72 |
Schwab Strategic Trust
Charles Schwab Bank, SSB
Charles Schwab Bank, SSB Regional BanksFinance Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV. | 15 years |
| Marianne Brown | F | 65 |
Charles Schwab Bank, SSB
Charles Schwab Bank, SSB Regional BanksFinance Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV. | 4 years |
| Peter Morgan | M | 59 |
Charles Schwab Bank, SSB
Charles Schwab Bank, SSB Regional BanksFinance Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV. | 15 years |
| Nick Platt | M | - |
Kudu Investment Management LLC
 Kudu Investment Management LLC Investment ManagersFinance Kudu Investment Management LLC provides capital solutions to asset and wealth managers. It offers non-invasive capital solutions that preserve independence and minimize business disruption. The company was founded by Rob Jakacki and Charlie Ruffel in 2015 and is headquartered in New York, NY. | - |
| William Haraf | M | 75 |
Charles Schwab Bank, SSB
Charles Schwab Bank, SSB Regional BanksFinance Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV. | 9 years |
| Mark A. Agustin | M | - |
Aspire Financial Services LLC
 Aspire Financial Services LLC Investment ManagersFinance Aspire Financial Services LLC provides retirement plan solutions to small and medium sized businesses, organizations, and government entities. It leverages its proprietary technology platform to offer services to plan sponsors, third party administrators, and advisors through a web interface containing research, tools, and access to investment products. The company was founded by James J. Olson, Manish Gupta and Michael A. Gottfried in 2002 and is headquartered in Tampa, FL. | 12 years |
| Christopher Dodds | M | 64 | 38 years | |
| Joan Dea | F | 60 |
Charles Schwab Bank, SSB
Charles Schwab Bank, SSB Regional BanksFinance Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV. | 13 years |
| John Adams | M | 68 |
Charles Schwab Bank, SSB
Charles Schwab Bank, SSB Regional BanksFinance Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV. | 9 years |
| Frank Herringer | M | 81 |
Charles Schwab Bank, SSB
Charles Schwab Bank, SSB Regional BanksFinance Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV. | 28 years |
| Stephen T. McLin | M | 77 |
Charles Schwab Bank, SSB
Charles Schwab Bank, SSB Regional BanksFinance Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV. | 33 years |
| Arun Sarin | M | 68 | 15 years | |
| Paul V. Woolway | M | - |
Charles Schwab Bank, SSB
Charles Schwab Bank, SSB Regional BanksFinance Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV. | - |
| Todd Ricketts | M | 54 | 4 years | |
| Stephen Ellis | M | 61 | 12 years | |
| Peter Crawford | M | 55 | 23 years | |
| Paula Sneed | F | 76 | 22 years | |
| Robert Jakacki | M | - |
Kudu Investment Management LLC
Kudu Investment Management LLC Investment ManagersFinance Kudu Investment Management LLC provides capital solutions to asset and wealth managers. It offers non-invasive capital solutions that preserve independence and minimize business disruption. The company was founded by Rob Jakacki and Charlie Ruffel in 2015 and is headquartered in New York, NY. | - |
| Gerri Martin-Flickinger | F | 61 | 4 years | |
| Brian Levitt | M | 76 | 4 years | |
| Ilaria Outhouse | F | - | 7 years | |
| Linda Short | F | - | 7 years | |
| Stephanie King | F | - | - | |
| Jason Clague | M | - | 15 years | |
| Frick Bob | M | - |
Charles Schwab Bank, SSB
Charles Schwab Bank, SSB Regional BanksFinance Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV. | - |
| Mitch Mantua | M | - | 8 years | |
| Tim Heier | M | - | 25 years | |
| Rick Wurster | M | 51 | 3 years | |
| Neesha Hathi | F | 50 | 20 years | |
| Catherine M. Casey | F | - | 7 years | |
| Shelia Reed | F | - |
Aspire Financial Services LLC
Aspire Financial Services LLC Investment ManagersFinance Aspire Financial Services LLC provides retirement plan solutions to small and medium sized businesses, organizations, and government entities. It leverages its proprietary technology platform to offer services to plan sponsors, third party administrators, and advisors through a web interface containing research, tools, and access to investment products. The company was founded by James J. Olson, Manish Gupta and Michael A. Gottfried in 2002 and is headquartered in Tampa, FL. | 11 years |
| Robert W. Jones | M | - |
Asset International, Inc.
 Asset International, Inc. Internet Software/ServicesTechnology Services Asset International, Inc. provides data, business intelligence, and information services to the investment management industry. The company was founded by James A. Casella and Charles Ruffel in 2009 and is headquartered in New York, NY. | 18 years |
| Nigel Murtagh | M | 60 | 24 years | |
| Dennis Howard | M | 55 | 10 years | |
| Bernard Clark | M | 65 | 26 years | |
| Robert W. Frick | M | 86 |
Charles Schwab Bank, SSB
Charles Schwab Bank, SSB Regional BanksFinance Charles Schwab Bank operates as a federally chartered savings bank. It offers checking accounts, savings accounts, and mortgage services. The company is headquartered in Reno, NV. | - |
| Carrie Schwab-Pomerantz | F | 64 | 2 years | |
| Robert L. Francis | M | - |
Aspire Financial Services LLC
Aspire Financial Services LLC Investment ManagersFinance Aspire Financial Services LLC provides retirement plan solutions to small and medium sized businesses, organizations, and government entities. It leverages its proprietary technology platform to offer services to plan sponsors, third party administrators, and advisors through a web interface containing research, tools, and access to investment products. The company was founded by James J. Olson, Manish Gupta and Michael A. Gottfried in 2002 and is headquartered in Tampa, FL. | 11 years |
| Lisa Kidd Hunt | F | - | 32 years | |
| Jonathan Craig | M | 52 | 24 years | |
| Bharat Masrani | M | 67 | 4 years | |
| Jeff Edwards | M | - | - |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| James A. Casella | M | - |
Asset International, Inc.
Asset International, Inc. Internet Software/ServicesTechnology Services Asset International, Inc. provides data, business intelligence, and information services to the investment management industry. The company was founded by James A. Casella and Charles Ruffel in 2009 and is headquartered in New York, NY. | - |
| James Olson | M | - |
Aspire Financial Services LLC
Aspire Financial Services LLC Investment ManagersFinance Aspire Financial Services LLC provides retirement plan solutions to small and medium sized businesses, organizations, and government entities. It leverages its proprietary technology platform to offer services to plan sponsors, third party administrators, and advisors through a web interface containing research, tools, and access to investment products. The company was founded by James J. Olson, Manish Gupta and Michael A. Gottfried in 2002 and is headquartered in Tampa, FL. | 11 years |
| Roger Walther | M | 88 | 31 years | |
| Robert Wilson | M | 83 | 16 years | |
| C. Preston Butcher | M | 85 | 30 years | |
| Michele Lattanzio | F | - |
Asset International, Inc.
Asset International, Inc. Internet Software/ServicesTechnology Services Asset International, Inc. provides data, business intelligence, and information services to the investment management industry. The company was founded by James A. Casella and Charles Ruffel in 2009 and is headquartered in New York, NY. | - |
| Christopher Cutchens | M | 47 |
Aspire Financial Services LLC
Aspire Financial Services LLC Investment ManagersFinance Aspire Financial Services LLC provides retirement plan solutions to small and medium sized businesses, organizations, and government entities. It leverages its proprietary technology platform to offer services to plan sponsors, third party administrators, and advisors through a web interface containing research, tools, and access to investment products. The company was founded by James J. Olson, Manish Gupta and Michael A. Gottfried in 2002 and is headquartered in Tampa, FL. | 3 years |
| Lisa Esker | F | - |
Aspire Financial Services LLC
Aspire Financial Services LLC Investment ManagersFinance Aspire Financial Services LLC provides retirement plan solutions to small and medium sized businesses, organizations, and government entities. It leverages its proprietary technology platform to offer services to plan sponsors, third party administrators, and advisors through a web interface containing research, tools, and access to investment products. The company was founded by James J. Olson, Manish Gupta and Michael A. Gottfried in 2002 and is headquartered in Tampa, FL. | - |
| Jennifer Tanck | F | - |
Aspire Financial Services LLC
Aspire Financial Services LLC Investment ManagersFinance Aspire Financial Services LLC provides retirement plan solutions to small and medium sized businesses, organizations, and government entities. It leverages its proprietary technology platform to offer services to plan sponsors, third party administrators, and advisors through a web interface containing research, tools, and access to investment products. The company was founded by James J. Olson, Manish Gupta and Michael A. Gottfried in 2002 and is headquartered in Tampa, FL. | - |
| Alexandra DeLuca | F | - |
Asset International, Inc.
Asset International, Inc. Internet Software/ServicesTechnology Services Asset International, Inc. provides data, business intelligence, and information services to the investment management industry. The company was founded by James A. Casella and Charles Ruffel in 2009 and is headquartered in New York, NY. | - |
| Terri Kallsen | F | 55 | 7 years | |
| Rita Leytush | F | - |
Asset International, Inc.
Asset International, Inc. Internet Software/ServicesTechnology Services Asset International, Inc. provides data, business intelligence, and information services to the investment management industry. The company was founded by James A. Casella and Charles Ruffel in 2009 and is headquartered in New York, NY. | - |
| Tom Wright | M | - |
Asset International, Inc.
Asset International, Inc. Internet Software/ServicesTechnology Services Asset International, Inc. provides data, business intelligence, and information services to the investment management industry. The company was founded by James A. Casella and Charles Ruffel in 2009 and is headquartered in New York, NY. | - |
| Ben Cukier | M | - |
Aspire Financial Services LLC
Aspire Financial Services LLC Investment ManagersFinance Aspire Financial Services LLC provides retirement plan solutions to small and medium sized businesses, organizations, and government entities. It leverages its proprietary technology platform to offer services to plan sponsors, third party administrators, and advisors through a web interface containing research, tools, and access to investment products. The company was founded by James J. Olson, Manish Gupta and Michael A. Gottfried in 2002 and is headquartered in Tampa, FL. | - |
| Craig Milius | M | - |
Asset International, Inc.
Asset International, Inc. Internet Software/ServicesTechnology Services Asset International, Inc. provides data, business intelligence, and information services to the investment management industry. The company was founded by James A. Casella and Charles Ruffel in 2009 and is headquartered in New York, NY. | 4 years |
| Andrew Prozes | M | 78 |
Asset International, Inc.
Asset International, Inc. Internet Software/ServicesTechnology Services Asset International, Inc. provides data, business intelligence, and information services to the investment management industry. The company was founded by James A. Casella and Charles Ruffel in 2009 and is headquartered in New York, NY. | - |
| Kristopher McDaniel | M | - |
Asset International, Inc.
Asset International, Inc. Internet Software/ServicesTechnology Services Asset International, Inc. provides data, business intelligence, and information services to the investment management industry. The company was founded by James A. Casella and Charles Ruffel in 2009 and is headquartered in New York, NY. | 7 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 62 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Charles Ruffel
- Personal Network
