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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Impactive Capital | Vice President | Jan 2019 to Present | — |
| Trian Fund Management, L.P. | Analyst | Jul 2016 to Dec 2018 | — |
| Credit Suisse | Investment Banking Analyst | Jul 2015 to Jun 2016 | — |
| Citi | Investment Banking Summer Analyst | Jun 2014 to Aug 2014 | — |
| The University of Georgia Foundation | Analyst Intern | Sep 2013 to May 2014 | — |
| Credit Suisse | Private Banking Intern | Jun 2013 to Aug 2013 | — |
| The University of Georgia | Teaching Assistant | Aug 2012 to May 2013 | — |
Education
University of Georgia - Terry College of Business
Skills & Expertise
Others at Impactive Capital LP (5)
| Name | Role | Location |
|---|---|---|
C Christian A | Managing Partner | United States |
| Vice President | New York, NY , United States | |
| Managing Partner | New York, NY , United States | |
| Vice President | New York, NY , United States | |
| Vice President | NY , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
A Andrey Belov | Research Analyst | Cramer Rosenthal Mcglynn LLC | Stamford, CT , United States |
B Brian Harvey | Equity Portfolio Manager | Cramer Rosenthal Mcglynn LLC | United States |