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Meet the expert...

Charles Ruffel

Founder, Chairman & Managing Partner at Kudu Investment Management

Charles Ruffel

Charlie Ruffel is founder, chairman and managing partner of Kudu Investment Management, an independent New York City-based investment company that takes minority stakes in boutique asset and wealth management firms at the GP level. As of August 2023, Kudu has deployed approximately US $857M in 25 asset and wealth managers worldwide, which collectively represent US $94B in AUM. Prior to co-founding Kudu in 2015, Charlie was founder and managing partner of Kudu Advisors, an asset management-focused investment bank.

Before that he was the founder and CEO of Asset International, Inc., a publisher and information service provider to the retirement, asset management, and securities services industries. There he founded PLANSPONSOR, Global Custodian, and Chief Investment Officer magazines and related media. He holds an MA from Cambridge University and an MS from Columbia University

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