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Wes Roberts

Vice President at Impactive Capital LP

New York, NY , United States

About

Wes Roberts is Vice President and Investment Analyst at IMPACTIVE CAPITAL LP, a New York-based activist investment management firm. In this role, he is responsible for sourcing, analyzing, and managing equity investments, focusing on value creation through active engagement with portfolio companies. His responsibilities span idea generation, financial analysis, and contributing to the firm’s activism strategies.

He has built expertise across the consumer, industrials, and materials sectors, where he spends substantial time evaluating investment opportunities and engaging with management to drive operational and strategic improvements. Wes’s experience includes prior roles as an Analyst at Trian Fund Management, a prominent $11B+ activist fund, and as an Investment Banking Analyst in Credit Suisse’s Leveraged Finance Origination & Restructuring group, where he focused on energy and materials transactions.

Wes holds a BBA in Finance, magna cum laude, from the University of Georgia’s Terry College of Business. His professional achievements reflect significant contributions to activist investing across multiple sectors, with a proven track record in public markets and corporate engagement.

Career History

OrganizationRoleDate RangeDetails
Impactive CapitalVice PresidentJan 2019 to Present
Trian Fund Management, L.P.AnalystJul 2016 to Dec 2018
Credit SuisseInvestment Banking AnalystJul 2015 to Jun 2016
CitiInvestment Banking Summer AnalystJun 2014 to Aug 2014
The University of Georgia FoundationAnalyst InternSep 2013 to May 2014
Credit SuissePrivate Banking InternJun 2013 to Aug 2013
The University of GeorgiaTeaching AssistantAug 2012 to May 2013

Education

University of Georgia - Terry College of Business

Skills & Expertise

Leadership
Microsoft Office
Teamwork
Microsoft Word
Data Analysis
PowerPoint
Research
Microsoft Excel
Social Networking
Public Speaking
Finance
Specific Gravity
Mindfulness Based Stress Reduction
Customer Service
Financial Analysis
Social Media

Others at Impactive Capital LP (5)

NameRoleLocation
C
Christian A
Managing PartnerUnited States
Emerson Green
Emerson Green
Vice PresidentNew York, NY , United States
Lauren Wolfe
Lauren Wolfe
Managing PartnerNew York, NY , United States
Olivia Black
Olivia Black
Vice PresidentNew York, NY , United States
Olivia McKelway
Olivia McKelway
Vice PresidentNY , United States

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