As managing partner, Wes advises private and institutional investors on their investment portfolio risk-management strategies, and works closely with clients to develop strategies that encompass family governance, intergenerational planning and investment education.
Prior to co-founding TwinFocus, Wes co-founded The Karger Group at UBS Financial Services, advising select institutions and high-net-worth individuals and managing their positions in equity, fixed income and alternative investments. Wes joined UBS from State Street Corporation, where he worked with the Investment Portfolio Group of State Street Global Markets, the body responsible for managing the banks proprietary balance sheet portfolio.
Wes currently chairs the investment committee responsible for managing the Massachusetts College of Art & Design Foundation portfolio. He lives in Boston’s historic South End with his wife, Ashley and their two children.