Wes Delcol
Directeur Général chez Guidance Point Advisors LLC
Profil
Mr. Wesley A.
Delcol is a Managing Partner at Guidance Point Advisors LLC.
He is the Founder of the firm and has devoted over 18 years in the financial services industry to providing comprehensive wealth management and financial planning services to select individuals and organizations.
Prior to founding Guidance Point Advisors, Mr. Delcol was Senior Vice President at Retirement System Group, with responsibility for developing the company’s discretionary investment management business and designing individual investment strategies.
He specialized in portfolio management and retirement planning services for his clients.
Before that, he was a sales associate in the Private Client Service group at Lehman Brothers.
At Lehman, Wes was a member of a five-person team responsible for managing several hundred high net worth client relationships exceeding $800 million in total assets.
He received his B.A degree from Rhodes College and an MBA from the Boston College Carroll School of Management.
Postes actifs de Wes Delcol
| Sociétés | Poste | Début |
|---|---|---|
Guidance Point Advisors LLC
 Guidance Point Advisors LLC Investment ManagersFinance Guidance Point Advisors LLC (Guidance Point) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Wesley Delcol in 2008. Guidance Point provides investment counseling, asset management, and financial planning services for individuals and institutional clients on a fee-only basis. | Directeur Général | 01/10/2008 |
Anciens postes connus de Wes Delcol
| Sociétés | Poste | Fin |
|---|---|---|
Lehman Brothers Holdings, Inc. (Investment Portfolio)
 Lehman Brothers Holdings, Inc. (Investment Portfolio) Financial ConglomeratesFinance Lehman Brothers Holdings, Inc. was a global financial services firm. Prior to declaring bankruptcy in 2008, Lehman was the fourth-largest investment bank in the US (behind Goldman Sachs, Morgan Stanley, and Merrill Lynch), doing business in investment banking, equity and fixed-income sales and trading (especially U.S. Treasury securities), research, investment management, private equity, and private banking. On September 15, 2008, the firm filed for Chapter 11 bankruptcy protection following the massive exodus of most of its clients, drastic losses in its stock, and devaluation of its assets by credit rating agencies. Lehman's bankruptcy filing is the largest in US history and played a major role in the unfolding of the late-2000s global financial crisis. The next day, Barclays announced its agreement to purchase Lehman's North American investment banking and trading divisions along with its New York headquarters building. A revised version of that agreement was approved by the US Bankruptcy Court and the next week, Nomura Holdings announced that it would acquire Lehman Brothers' franchise in the Asia-Pacific region, including Japan, Hong Kong and Australia, as well as Lehman Brothers' investment banking and equities businesses in Europe and the Middle East. The deal became effective on October 13, 2008. | Corporate Officer/Principal | - |
Formation de Wes Delcol
| Rhodes College | Undergraduate Degree |
| Wallace E Carroll School of Management | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Guidance Point Advisors LLC
Guidance Point Advisors LLC Investment ManagersFinance Guidance Point Advisors LLC (Guidance Point) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded by Wesley Delcol in 2008. Guidance Point provides investment counseling, asset management, and financial planning services for individuals and institutional clients on a fee-only basis. | Finance |
Lehman Brothers Holdings, Inc. (Investment Portfolio)
Lehman Brothers Holdings, Inc. (Investment Portfolio) Financial ConglomeratesFinance Lehman Brothers Holdings, Inc. was a global financial services firm. Prior to declaring bankruptcy in 2008, Lehman was the fourth-largest investment bank in the US (behind Goldman Sachs, Morgan Stanley, and Merrill Lynch), doing business in investment banking, equity and fixed-income sales and trading (especially U.S. Treasury securities), research, investment management, private equity, and private banking. On September 15, 2008, the firm filed for Chapter 11 bankruptcy protection following the massive exodus of most of its clients, drastic losses in its stock, and devaluation of its assets by credit rating agencies. Lehman's bankruptcy filing is the largest in US history and played a major role in the unfolding of the late-2000s global financial crisis. The next day, Barclays announced its agreement to purchase Lehman's North American investment banking and trading divisions along with its New York headquarters building. A revised version of that agreement was approved by the US Bankruptcy Court and the next week, Nomura Holdings announced that it would acquire Lehman Brothers' franchise in the Asia-Pacific region, including Japan, Hong Kong and Australia, as well as Lehman Brothers' investment banking and equities businesses in Europe and the Middle East. The deal became effective on October 13, 2008. | Finance |
