Advisors at this firm
Wesley K
CFA®, Series 63, Series 65
Houston, TX
Durable Dividend Growth Strategies, L.P.
Wesley Kubesch is a CFA® charterholder with 19 years of industry experience. He is currently an advisor at Durable Dividend Growth Strategies, L.P. and has held roles at Corient Services LLC, Galapagos Wealth Management, and Galapagos Partners. Durable Dividend Growth Strategies, L.P. provides discretionary portfolio management and sub-advisory services focused on equity securities for high-net-worth individuals, charitable organizations, and corporations. The firm employs proprietary model portfolios emphasizing free cash flow, dividend stability, and financial prudence, with a low-turnover approach designed to enhance tax efficiency.
Stephen L
Series 65
Kemah, TX
Durable Dividend Growth Strategies, L.P.
Stephen Lack is a Series 65-licensed financial advisor with 18 years of industry experience, currently serving as a Partner at Corient. He has held roles at Galapagos Partners and leads Ned S. Holmes Investments, Inc., a single family office where he acts as President and CIO providing consulting services to private partnerships and corporations. His career also includes involvement with Durable Dividend Growth Strategies, L.P. Corient offers investment advisory and financial planning services to a diverse clientele, including individuals, trusts, pension plans, and charitable organizations. The firm utilizes a team-based investment approach focused on customized, goals-based asset allocations and integrates risk management through ongoing due diligence and monitoring across traditional and alternative investments.