Managing Director & Senior Portfolio Manager
Wes began his career in the financial services industry in 1995, amassing nearly three decades of experience across diverse roles on both the Buy-side and Sell-side. Throughout his career, he has worked with institutional clients, high-net-worth and ultra-high-net-worth individuals, as well as family offices. Wes brings extensive expertise in portfolio management, manager selection, analytics, and research. His skill set also includes in-depth knowledge of portfolio accounting, performance evaluation, trust administration, and back-office operations.
In 2024, Wes joined Legacy Wealth Management, where he leverages his deep industry knowledge to meet the unique financial needs of clients. He is committed to delivering personalized solutions and building long-term relationships based on trust and results.
Wes earned a Bachelor of Business Administration in International Finance and Economics from Loyola University. Beyond his professional achievements, he is a devoted husband and proud father of three sons. Wes is an active member of his community and a dedicated supporter of Madison Methodist Church.
In his free time, Wes enjoys pursuing his passions for golf, fishing, and hunting. Whether he’s on the course, exploring new fishing spots, or embarking on outdoor adventures, he embraces the opportunity to connect with nature and recharge.