Primary Job Title CO-FOUNDER & MANAGING PARTNER Primary Organization TwinFocus
Location Boston, Massachusetts, United States Regions Greater Boston Area, East Coast, New England Gender Male Also Known As Wes
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Wesley (Wes) founded TwinFocus and has spent the majority of his career as an entrepreneur in the financial services space. He has been serving financially successful families for over two decades.
As Managing Partner, he engages client families to build their wealth enterprises and provides the support and control they need to manage their wealth
as a successful business enterprise. He serves as a trusted and valued advisor to the firm’s key clients, and his informed counsel and personal follow-through is the decisive factor in helping high-net-worth families and their foundations achieve success across multiple generations.
Wes advises private and institutional investors on their investment portfolio risk-management strategies and works closely with TwinFocus clients to develop strategies that encompass family governance, intergenerational planning and investment education. As one of three managing partners, he oversees the firm’s strategic business initiatives, cultivates new client engagements and stewards the overall management of the organization and its divisions. Wes is a nationally recognized leader in the family office industry and has dedicated his professional career to empowering financially successful families to manage their wealth. Since founding TwinFocus in 2006, he has led the firm’s evolution, adding an extensive range of expertise and services, which has enabled the firm to become the leading global multi-single-family office. He is also a member of the firm’s Executive Management and Investment Committee.
Prior to founding TwinFocus, Wes 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 Global Markets, where he worked with the Investment Portfolio Group, the body responsible for managing the bank’s proprietary balance sheet portfolio.
Wes holds the Chartered Financial Analyst designation and is a member of the Boston Security Analyst Society. He earned a Bachelor’s degree in economics with honors from Boston University.
