Wes is a Partner and Wealth Advisor who assists with firm portfolio management and oversees research and marketable securities. Prior to joining the firm, Wes 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. Wes is a graduate of Rice University, holds the Chartered Financial Analyst (CFA) designation, and is a member of the CFA Institute. Wes lives in the Houston area with his wife and four children.