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Charles Schwab Corp
Schwab President and CEO Rick Wurster (left) and Forge CEO Kelly Rodriques [Photos: Schwab/Forge]
North Texas’ Charles Schwab to Acquire Forge Global in $660M Deal, Aims to ‘Democratize Access’ to Private Markets
by Lance Murray | Nov 6, 2025
San Francisco-based Forge operates a premier private market platform and a leading trading marketplace through which investors have bought and sold more than $17 billion in private company shares. Charles Schwab CEO Rick Wurster said his company will use Forge's marketplace to "further democratize access to this increasingly important source of wealth creation for investors."
by Lance Murray |
Oct 4, 2024
Walt Bettinger will retire as CEO of Charles Schwab at the end of 2024, marking another milestone in his leadership, which included relocating the company’s headquarters to Westlake from San Francisco. President Rick Wurster will step into the role of CEO on Jan. 1, continuing the firm’s long-term succession plan.
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by Lance Murray |
May 17, 2024
Several longtime executive leaders at Westlake-based Charles Schwab Corp. are transitioning to new roles while other execs fill their positions as part of a long-term succession plan.
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by Lance Murray |
Jan 24, 2023
Westlake-based Schwab said that Schwab Advisor Services and The Family Wealth Alliance will deliver the collective capabilities of industrywide relationships, thought leadership resources, and connections—along with technology—to drive growth and success for professionals and organizations focused on ultra-high net worth clients.
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DI People: Kimberly-Clark, Sabre, Charles Schwab, and More Make Moves
by Lance Murray | Jul 29, 2022
In this week’s roundup of hires, promotions, and accolades in North Texas, you’ll also find news from DHD Films, Briggs Freeman Sotheby's International Realty, M2G Ventures, UT Dallas, the Dallas Museum of Art, MOOYAH, Successive Technologies, CG Infinity, and more.
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![Erica Kosemund, Chief Brand Officer, Choctaw Nation of Oklahoma; Gillian Breidenbach, Chief Partnership Officer, North Texas FWC Organizing Committee; Chief Gary Batton, Chief of Choctaw Nation of Oklahoma; Monica Paul, Executive Director of Dallas Sports Commission and President of North Texas FWC Organizing Committee; John Hobbs, Senior Executive Officer of Communications, Choctaw Nation of Oklahoma; and Heidi Grant, Senior Executive Officer of Commerce Administration, Choctaw Nation of Oklahoma, celebrate Choctaw Casinos & Resorts becoming an Official Dallas World Cup 2026 Host City Supporter. [Photo: North Texas FWC Organizing Committee/Choctaw Casinos & Resorts]](https://s24806.pcdn.co/wp-content/uploads/2025/12/FIFA-Choctaw-dec-2025.jpg)
