Walt Bettinger signed on as a senior advisor at Clayton, Dubilier & Rice, which bought Focus Financial in 2023.

Troy Davidson, formerly a vice president financial consultant with Charles Schwab who managed $480 million in assets, has joined Ballast Rock Private Wealth with a mandate to focus on accredited ...

Private equity shop Clayton, Dubilier & Rice says it's hired former Charles Schwab chief executive Walt Bettinger as a senior advisor in its financial and technology services unit that services funds ...

Clayton Dubilier & Rice has hired Walt Bettinger, the former chief executive officer of Charles Schwab Corp., as one of Wall ...

Saperstein was named a co-president and head of wealth and investment management in late 2023, after being in the running for the CEO position. After Ted Pick was chosen for CEO, he, Saperstein ...

At least not yet. "We see a range of emotions among our clients, from nervousness to a focus on the long term," Charles Schwab (SCHW) CEO Rick Wurster told me and Madison Mills on Yahoo Finance's ...