Wes is an Executive Managing Director and shareholder in Pathstone’s Philadelphia metro area office. He has over 15 years of wealth management and advisory experience. As the leader of an advisory team, he develops and implements bespoke investment policy and asset allocation for several complex, multigenerational clients. Additionally, Wes oversees and supports the business development opportunities of the Pennsylvania office in close coordination with the Chief Growth Office.

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Prior to Pathstone, Wes was a partner at Veritable, LP. At the start of his career with Veritable, Wes was a key member of one of the firm’s largest advisory teams, managing over $3 billion in AUM. Over his tenure, he developed into an investment team leader while collaborating with firm leadership to formalize the business development office. 

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Wes graduated with honors from The Wharton School at the University of Pennsylvania with a BS in Finance. Wes is a CFA® charterholder and a member of CFA Society Philadelphia.

Wes is a longtime resident of Philadelphia, along with his wife and daughter. He enjoys basketball, cycling, golf, and film. Most of all, he loves spending time outdoors with his family, whether it is exploring a new city or bird watching in Cape May. He previously served six years on the board and as treasurer of Breakthrough of Philadelphia.