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Kestra Investment Management Services

About Kestra Investment Management

Kestra Investment Management LLC is an investment adviser registered with the Securities and Exchange Commission. Kestra IM is an affiliate of Kestra Holdings. Kestra IM provides market research, commentary, and portfolio guidance to its affiliated broker-dealers and registered investment advisers.

We are dedicated investment professionals with more than a century of combined experience, having managed assets for some of the industry’s most respected firms. For more information, please reference the Kestra Investment Management LLC Form ADV disclosure brochure. Kestra IM employees are not affiliated with or employees of the independent advisory firms they provide services to nor are the independent registered representatives or registered investment advisors affiliated with or employees Kestra IM.

Kara Murphy

Kara Murphy, CFA

Chief Investment Officer

Derek Schug

Derek Schug, CFA

Senior Vice President, Head of Portfolio Management

Bobby Gomez

Bobby Gomez, CIMA

Vice President, Head of Investment Specialists

Mouna Pyneni

Mouna Pyneni

Assistant Vice President, Portfolio Manager

Alan Zhang

Alan Zhang, CFA, FRM

Vice President, Investment Strategist