Wes Kubesch
Direktor der Forschung - Eigenkapital bei 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.
Aktive Positionen von Wes Kubesch
| Unternehmen | Position | Beginn |
|---|---|---|
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. | Direktor der Forschung - Eigenkapital | 01.06.2009 |
Ehemalige bekannte Positionen von Wes Kubesch
| Unternehmen | Position | Ende |
|---|---|---|
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 | - |
Ausbildung von Wes Kubesch
| Rice University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
