Paul Krsek

Investment ADVISOR

Napa, CA

 
 

Founder & Managing Member

Paul Krsek was the founder of 5T Wealth Management, LLC (5T) in 1998. He is the Managing Member and Chief Investment Officer. 5T provides family offices services to two prominent Napa Valley families as well as Wealth Management services to a number of clients. The majority of 5T’s clients owns their own businesses or is retired from owning their business.

Paul has also been a founder, manager, investor and/or director of several other successful firms:

  • Krsek Publishing, LP owner and operator of the St. Helena Star and Weekly Calistogan

  • First California Northern Bancorp a bank holding company

  • Napa Community Bank in Napa, CA

  • Bank of San Francisco

  • Predictive Financial Technologies, LLC, a hedge fund manager

  • 5T Wealth Partners, LP, a fund of hedge funds

Prior to forming 5T in 1998, Paul was employed from 1990-1998, by Edward Jones & Co., an NYSE member firm based in St. Louis, Missouri.

From 1983 to 1989 Paul worked for Angeles Corporation in Los Angeles, California. From 1985-1989 he served as President, CEO, and Director of Angeles Securities Corporation. He also served as Executive Vice President and Director of Angeles Corporation, the parent company, a publicly held diversified financial services firm which managed approximately $4.4 billion in stock, bond, and real estate assets.

Paul has a BA in Sociology from Shippensburg University of Pennsylvania and is a graduate of the Executive Management Program of the Anderson Graduate School of Management at UCLA.


 

Jeff Roush

Investment Advisor

Napa, CA

 
 

Partner

Jeff is responsible for business development in the areas of wealth management, financial planning and family office service.  Additionally, he is involved with 5T’s Investment Committee in forming investment policy, modeling and the selection and monitoring of external managers.

Beginning in 1989, Jeff’s career included executive management positions with DLJ/Credit Suisse First Boston, Charles Schwab & Co., and Fidelity Investments.   He was considered a key player in advisor relations while building multi-billion dollar custodial solutions serving advisors and their clients spanning investments, compliance, operations and administrative services.

By 1998, he transitioned directly to the advisory side with Assante, as the lead U.S. Executive responsible for acquiring and integrating Registered Advisory firms into a $28 billion business.

In 2000, he joined Harris Private Bank and acquired myCFO, a multi-family office, to become Chief Operating Officer (COO) and a member of one of the Bank Boards.   Harris myCFO served over 100 ultra-affluent families with $20 billion in assets.

In 2007, Jeff co-founded Argos Wealth Advisors, LLC in Napa and in his role as Managing Partner and COO, helped build an investment consulting and multi-family office firm with over $1.5 billion in assets under administration.

Jeff joined 5T Wealth Management in 2014, after selling his equity interest in Argos to focus on his passion of building further family office clientele.  Jeff graduated Magna Cum Laude from the University of Wisconsin with a B.B.A. in business administration, finance and business law. He is also a graduate of the Callan College of Fiduciary Studies.