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Charles Schwab Investment Management, Inc. | CFA ® (Certifications)

location

Naples, FL

0 Disclosures

ADVISOR BIO

Ruta Stiess is an Investment Advisor Representative at Charles Schwab Investment Management, Inc. Ruta has been in the industry since 2010 and holds a Series 65 license. Ruta is a Chartered Financial Analyst. Ruta Stiess is registered with the state of Florida. In addition to the firm's primary office in San Francisco, California, Ruta also works out of the Naples, Florida office.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fisher Investments

location

PLANO, TX

0 Disclosures

ADVISOR BIO

Rutger Stone Thieme is an investment advisor representative with Fisher Investments. Rutger has been in the industry since December 2014. Rutger is registered with the state of Texas and California. Rutger is a Series 66, Series 7, Series 9 and Series 10 licensed professional. Rutger's previous employers include Scottrade, Inc. and Edward Jones. Rutger has experience working with clients such as high net worth individuals, corporations, insurance companies, charitable organizations, investment companies, pension and profit-sharing plans, pooled investment vehicles, and state or municipal government entities.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

NEW YORK, NY

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Ruth Kwan is a financial professional with over 10 years of experience in the industry. Currently, Ruth works at RBC Capital Markets, LLC as a registered representative and holds a Series 7, Series 52, Series 79 and SIE licenses. Prior to joining RBC Capital Markets, LLC, Ruth worked at several other firms including SMBC Nikko Securities America, Inc., Barclays Capital Inc. and Jefferies & Company, Inc. Ruth has a strong track record of success in the financial services industry and is committed to providing her clients with the highest level of service and expertise.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

D.a. Davidson & Co.

location

OKLAHOMA CITY, OK

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Ruth Loralann Brennan is a financial professional with over 20 years of experience in the industry. She is currently registered with D.a. Davidson & Co. and is a Series 63, Series 7, Series 10, Series 99TO and SIE licensed professional. Ruth has previously worked with Wells Nelson & Associates, L.L.C. and Salomon Smith Barney Inc. Ruth specializes in financial planning, pension consulting and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Kovitz Investment Group Partners, LLC

location

Southfield, MI

0 Disclosures

ADVISOR BIO

Ruth Yvonne Impastato is an Investment Advisor Representative at Kovitz Investment Group Partners, LLC. Ruth has been in the industry since 2013 and holds a Series 65 license. She is registered with the state of Michigan and has been with Kovitz Investment Group Partners, LLC since March 2024. Prior to joining Kovitz Investment Group Partners, LLC, Ruth worked for Telemus Capital, LLC and Sentinel Benefits & Financial Group. Ruth has worked in various roles in the financial industry.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
CREDIT, CASH AND INSURANCE SOLUTIONS, FAMILY OFFICE SERVICES, CORPORATE EXECUTIVE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Punch & Associates Investment Management, Inc.

location

EDINA, MN

0 Disclosures

ADVISOR BIO

Ruth Langworthy is a registered Investment Advisor Representative (IAR) with Punch & Associates Investment Management, Inc. Ruth has been in the industry since June 2019. Prior to that, Ruth worked at Hoogendoorn & Talbot, LLP and Wheaton College (IL). Ruth specializes in portfolio management, particularly for individuals, businesses, investment companies and pooled investment vehicles. Ruth is registered to provide investment advisory services in Minnesota.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
MODEL PORTFOLIO DEVELOPMENT AND DELIVERY
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Goldman Sachs & Co. LLC

location

LOS ANGELES, CA

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Ruth Luk is an active investment professional with over 20 years of experience in the financial services industry. Ruth is currently registered with Goldman Sachs & Co. LLC and is licensed to conduct business in multiple states across the U.S. Ruth offers financial planning, portfolio management, and educational seminar services to individual and business clients.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

RBC Capital Markets, LLC

location

HOUSTON, TX

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Ruth Boyer Whitlock is a financial advisor with RBC Capital Markets, LLC in Houston, Texas. Ruth has been working in the financial industry since 1984 and has held previous roles with Morgan Stanley, Morgan Stanley & Co. Incorporated, RBC Capital Markets Corporation, UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Paine Webber Incorporated, and Lehman Brothers Inc. Ruth has been registered with the state of Texas since 2020. Ruth specializes in providing investment advisory services to individuals, businesses, charitable organizations, insurance companies, and employee benefit plans.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vantage Consulting Group Inc.

location

VIRGINIA BEACH, VA

0 Disclosures

ADVISOR BIO

Ruth Cole is an Investment Advisor Representative associated with Vantage Consulting Group Inc., and has been in the industry since October 1988. Ruth Cole is currently registered with the state of Virginia and holds a series 65 license. The firm provides investment advice to a variety of clients, including individuals, businesses, trusts, and pooled investment vehicles. Ruth Cole is experienced in providing a wide range of investment advisory services.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
VCGI MAY ALSO PROVIDE ADVICE TO ENDOWMENTS, LTD PARTNERSHIPS, ADVICE/TRADING/ACCTG TO POOLED INVESTMENTS/AND SIGNAL STRATEGY
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Onedigital Investment Advisors

location

ROUND ROCK, TX

0 Disclosures

ADVISOR BIO

Ruth Rivera is an investment advisor representative associated with Onedigital Investment Advisors. Ruth has been in the industry since 2000 and has experience with a variety of firms. Ruth offers financial planning, pension consulting, and portfolio management services for individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles

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