![Wes Karger](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Wes Karger
Fondatore presso
Twin Focus Capital Partners LLC
Profilo
Mr. Wesley Karger, CFA, is a Co-Founder & Managing Partner at Twin Focus Capital Partners LLC.
He is on the Board of Directors at TF Special Opportunities - PPR LLC, TF Special Opportunities - PPR Series III, LLC, TF Special Opportunities - Toon LLC, TF Special Opportunities-Glory LLC, TF Special Opportunities-Salvera LLC and TFRP QOF UTK 2019 LLC.
Mr. Karger co-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 almost 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.
He received his undergraduate degree from Boston University.
Posizioni attive di Wes Karger
| Società | Posizione | Inizio |
|---|---|---|
Twin Focus Capital Partners LLC
 Twin Focus Capital Partners LLC Investment ManagersFinance TwinFocus focuses on preservation of capital and risk-managed growth. They rely primarily on a proprietary combination of fundamental and technical methods of analysis, employing both top-down macroeconomic and bottom-up microeconomic analytical approaches. The firm's investment process begins by forming a top-down view of the global capital markets to determine where the best strategic and tactical opportunities exist. TwinFocus searches for suitable managers/strategies to meet their desired exposures and portfolio themes in a tax efficient and risk-adjusted manner. | Fondatore | 01/01/2006 |
TF Special Opportunities - Toon LLC
 TF Special Opportunities - Toon LLC Investment ManagersFinance Provides investment management services | Direttore/Membro del Consiglio | - |
TF Special Opportunities-Glory LLC
 TF Special Opportunities-Glory LLC Investment ManagersFinance Provides investment management services | Direttore/Membro del Consiglio | - |
TF Special Opportunities-Salvera LLC
 TF Special Opportunities-Salvera LLC Financial ConglomeratesFinance Provides investment services | Direttore/Membro del Consiglio | - |
TF Special Opportunities - PPR LLC
 TF Special Opportunities - PPR LLC Financial ConglomeratesFinance Provides investment services | Direttore/Membro del Consiglio | - |
TF Special Opportunities - PPR Series III, LLC
 TF Special Opportunities - PPR Series III, LLC MiscellaneousMiscellaneous Operates as a non-classified establishment | Direttore/Membro del Consiglio | - |
TFRP QOF UTK 2019 LLC
 TFRP QOF UTK 2019 LLC Real Estate DevelopmentFinance Provides real estate services | Direttore/Membro del Consiglio | - |
Precedenti posizioni note di Wes Karger
| Società | Posizione | Fine |
|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Corporate Officer/Principal | - |
State Street Global Markets LLC
 State Street Global Markets LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
| ░░░░░ ░░░░░░ ░░░░░░░░░░░ | ░░░░░░░░░ ░░░░░░░░░░░░░░░░░ | - |
Formazione di Wes Karger
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
8
Relazioni di 1° grado
11
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 11 |
|---|---|
State Street Corp.
 State Street Corp. Finance/Rental/LeasingFinance Operates as bank holding company whose subsidiary provides financial and commercial loans and commercial real estate services | Finance |
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium. | Finance |
State Street Global Markets LLC
State Street Global Markets LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
TF Special Opportunities-Glory LLC
TF Special Opportunities-Glory LLC Investment ManagersFinance Provides investment management services | Finance |
Boston University
 Boston University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Twin Focus Capital Partners LLC
Twin Focus Capital Partners LLC Investment ManagersFinance TwinFocus focuses on preservation of capital and risk-managed growth. They rely primarily on a proprietary combination of fundamental and technical methods of analysis, employing both top-down macroeconomic and bottom-up microeconomic analytical approaches. The firm's investment process begins by forming a top-down view of the global capital markets to determine where the best strategic and tactical opportunities exist. TwinFocus searches for suitable managers/strategies to meet their desired exposures and portfolio themes in a tax efficient and risk-adjusted manner. | Finance |
TF Special Opportunities - PPR LLC
TF Special Opportunities - PPR LLC Financial ConglomeratesFinance Provides investment services | Finance |
TF Special Opportunities - Toon LLC
TF Special Opportunities - Toon LLC Investment ManagersFinance Provides investment management services | Finance |
TF Special Opportunities-Salvera LLC
TF Special Opportunities-Salvera LLC Financial ConglomeratesFinance Provides investment services | Finance |
TF Special Opportunities - PPR Series III, LLC
TF Special Opportunities - PPR Series III, LLC MiscellaneousMiscellaneous Operates as a non-classified establishment | Miscellaneous |
TFRP QOF UTK 2019 LLC
TFRP QOF UTK 2019 LLC Real Estate DevelopmentFinance Provides real estate services | Finance |
