Wes Kubesch
Directeur de la Recherche - Actions chez Galapagos Wealth Management LLC
Profil
Mr. Wesley J.
Kubesch, CFA, is a Partner & Wealth Advisor at Galapagos Wealth Management LLC.
He assists with firm portfolio management and oversees research and marketable securities.
Prior to joining the firm, Mr. Kubesch was an Analyst/Portfolio Manager with Regatta Research & Money Management where he managed and co-managed equity, balanced, and alternative investment portfolios.
Before that, he was the owner of Kubesch & Associates, an insurance and financial services agency.
He is a graduate of Rice University, holds the Chartered Financial Analyst (CFA) designation, and is a member of the CFA Institute.
Postes actifs de Wes Kubesch
| Sociétés | Poste | Début |
|---|---|---|
Galapagos Wealth Management LLC
 Galapagos Wealth Management LLC Investment ManagersFinance Galapagos Wealth Management LLC (Galapagos Wealth) is a multi-family office and registered investment advisor headquartered in Houston, Texas. The firm was founded by Stephen P. Lack in 2006 as Galapagos Partners LP. They became a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of Canada-based CI Financial Corp. (TSX: CIX; NYSE: CIXX) in 2022. Galapagos Wealth provides comprehensive financial management services to a small number of wealthy families and private clients. | Directeur de la Recherche - Actions | 01/06/2009 |
Anciens postes connus de Wes Kubesch
| Sociétés | Poste | Fin |
|---|---|---|
Regatta Research & Money Management LLC
 Regatta Research & Money Management LLC Investment ManagersFinance Regatta Research & Money Management LLC provides investment advice. The private company is based in Metairie, LA. | Corporate Officer/Principal | - |
Formation de Wes Kubesch
| Rice University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
Galapagos Wealth Management LLC
Galapagos Wealth Management LLC Investment ManagersFinance Galapagos Wealth Management LLC (Galapagos Wealth) is a multi-family office and registered investment advisor headquartered in Houston, Texas. The firm was founded by Stephen P. Lack in 2006 as Galapagos Partners LP. They became a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of Canada-based CI Financial Corp. (TSX: CIX; NYSE: CIXX) in 2022. Galapagos Wealth provides comprehensive financial management services to a small number of wealthy families and private clients. | Finance |
Regatta Research & Money Management LLC
Regatta Research & Money Management LLC Investment ManagersFinance Regatta Research & Money Management LLC provides investment advice. The private company is based in Metairie, LA. | Finance |
