Wesley Karger, CFA® headshot

Wesley Karger, CFA®


Executive Management

Wesley (Wes) 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 over 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.

Wes advises private and institutional investors on their investment portfolio risk-management strategies and works closely with TwinFocus clients to develop strategies that encompass family governance, intergenerational planning and investment education. As one of three managing partners, he oversees the firm’s strategic business initiatives, cultivates new client engagements and stewards the overall management of the organization and its divisions. W es is a nationally recognized leader in the family office industry and has dedicated his professional career to empowering financially successful families to manage their wealth. Since founding TwinFocus in 2006, he has led the firm’s evolution, adding an extensive range of expertise and services, which has enabled the firm to become the leading global multi-single-family office. He is also a member of the firm’s Executive Management and Investment Committee.

Prior to founding TwinFocus, Wes founded The Karger Group at UBS Financial Services, advising select institutions and high-net-worth individuals and managing their positions in equity, fixed income and alternative investments. Wes joined UBS from State Street Global Markets, where he worked with the Investment Portfolio Group, the body responsible for managing the bank’s proprietary balance sheet portfolio.

Wes holds the Chartered Financial Analyst designation and is a member of the Boston Security Analyst Society. He earned a Bachelor’s degree in economics with honors from Boston University.

On a more personal level

Get to know Wesley.

What do you enjoy most about your job?

Building lasting and enduring partnerships across generations with our client family’s and witnessing the impact of our team’s efforts on the lives of our clients and those that care for.

What unique personal skills make you great at your role at TwinFocus?

I believe in leading by example.  I approach each day with passion, strategic vision, and a “can do” attitude to deliver excellence to our familys.  I am also a great listener and value the time I spend with our families to understand their dreams and their vision for their lasting legacy.

If you were not working at TwinFocus and you knew you couldn’t fail at whatever you did, what would you do?

Teaching kids how to ski.

What do you enjoy doing outside of work?

Exploring new countries, cultures and cuisines with my wife and our two children.

What personal accomplishments are you most proud of?

My relationship with my wife and our two children who bring me joy and make me laugh everyday.

How do you feel that TwinFocus makes a difference in the lives of its clients?

TwinFocus has built a community of many like-minded family’.  This community has become a powerful network of resources.