Wes Karsten is currently the AVP, Relationship Manager at PTMA Financial Solutions and pursuing a Certified Investment Management Analyst Program at The University of Chicago Booth School of Business. Wes holds a Bachelor of Arts in Business/Economics from Wheaton College. In previous roles, Wes served as a Senior Institutional Investment Specialist at PMA and held various positions, including Investment Consultant at Calamos Investments and Senior Relationship Manager at Forecast5 Analytics. Additionally, Wes gained foundational experience through internships at Wells Fargo and First Trust, further enhancing their expertise in financial services and client management.
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