Wes Karger
Founder at Twin Focus Capital Partners LLC
Profile
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.
Wes Karger active positions
| Companies | Position | Start |
|---|---|---|
Twin Focus Capital Partners LLC
 Twin Focus Capital Partners LLC Investment ManagersFinance Twin Focus Capital Partners LLC (TwinFocus) is an independent, SEC- registered investment advisor and multi-family office headquartered in Boston, Massachusetts. The firm was founded by Paul Karger and Wesley Karger in 2006. TwinFocus delivers customized investment and financial solutions to high- and ultra-high net worth individuals, families, and their related family entities. | Founder | 2005-12-31 |
TF Special Opportunities - Toon LLC
 TF Special Opportunities - Toon LLC Investment ManagersFinance TF Special Opportunities - Toon LLC provides investment management services. The company is headquartered in Boston, MA. | Director/Board Member | - |
TF Special Opportunities-Glory LLC
 TF Special Opportunities-Glory LLC Investment ManagersFinance TF Special Opportunities-Glory LLC provides investment management services. The company is headquartered in Boston, MA. | Director/Board Member | - |
TF Special Opportunities-Salvera LLC
 TF Special Opportunities-Salvera LLC Financial ConglomeratesFinance TF Special Opportunities-Salvera LLC provides investment services. | Director/Board Member | - |
TF Special Opportunities - PPR LLC
 TF Special Opportunities - PPR LLC Financial ConglomeratesFinance TF Special Opportunities - PPR LLC provides investment services. The company is headquartered in Boston, MA. | Director/Board Member | - |
TF Special Opportunities - PPR Series III, LLC
 TF Special Opportunities - PPR Series III, LLC MiscellaneousMiscellaneous TF Special Opportunities - PPR Series III, LLC engages in the operations of a non-classified establishment. The company is headquartered in Boston, MA. | Director/Board Member | - |
TFRP QOF UTK 2019 LLC
 TFRP QOF UTK 2019 LLC Real Estate DevelopmentFinance TFRP QOF UTK 2019 LLC provides real estate services. The private company is based in Boston, MA. | Director/Board Member | - |
Former positions of Wes Karger
| Companies | Position | End |
|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | - |
State Street Global Markets LLC
 State Street Global Markets LLC Investment Banks/BrokersFinance Part of State Street Corp., State Street Global Markets LLC is a company that provides brokerage services. The company is based in Boston, MA. | Corporate Officer/Principal | - |
| ░░░░░ ░░░░░░ ░░░░░░░░░░░ | ░░░░░░░░░ ░░░░░░░░░░░░░░░░░ | - |
Training of Wes Karger
| Boston University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| STATE STREET CORPORATION | Finance |
| Private companies | 9 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
State Street Global Markets LLC
State Street Global Markets LLC Investment Banks/BrokersFinance Part of State Street Corp., State Street Global Markets LLC is a company that provides brokerage services. The company is based in Boston, MA. | Finance |
TF Special Opportunities-Glory LLC
TF Special Opportunities-Glory LLC Investment ManagersFinance TF Special Opportunities-Glory LLC provides investment management services. The company is headquartered in Boston, MA. | Finance |
Twin Focus Capital Partners LLC
Twin Focus Capital Partners LLC Investment ManagersFinance Twin Focus Capital Partners LLC (TwinFocus) is an independent, SEC- registered investment advisor and multi-family office headquartered in Boston, Massachusetts. The firm was founded by Paul Karger and Wesley Karger in 2006. TwinFocus delivers customized investment and financial solutions to high- and ultra-high net worth individuals, families, and their related family entities. | Finance |
TF Special Opportunities - PPR LLC
TF Special Opportunities - PPR LLC Financial ConglomeratesFinance TF Special Opportunities - PPR LLC provides investment services. The company is headquartered in Boston, MA. | Finance |
TF Special Opportunities - Toon LLC
TF Special Opportunities - Toon LLC Investment ManagersFinance TF Special Opportunities - Toon LLC provides investment management services. The company is headquartered in Boston, MA. | Finance |
TF Special Opportunities-Salvera LLC
TF Special Opportunities-Salvera LLC Financial ConglomeratesFinance TF Special Opportunities-Salvera LLC provides investment services. | Finance |
TF Special Opportunities - PPR Series III, LLC
TF Special Opportunities - PPR Series III, LLC MiscellaneousMiscellaneous TF Special Opportunities - PPR Series III, LLC engages in the operations of a non-classified establishment. The company is headquartered in Boston, MA. | Miscellaneous |
TFRP QOF UTK 2019 LLC
TFRP QOF UTK 2019 LLC Real Estate DevelopmentFinance TFRP QOF UTK 2019 LLC provides real estate services. The private company is based in Boston, MA. | Finance |
- Stock Market
- Insiders
- Wes Karger
