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.
Investment Management Team
Kara Murphy, CFA
Chief Investment Officer
Derek Schug, CFA
Senior Vice President, Head of Portfolio Management
Victoria Balser
Head of Marketing and Client Experience Strategy
Michael Humbert
Investment Analyst
Ryan Chang
Investment Analyst
John Choquette, CFA
Investment Analyst
Amelia Hammond
Senior Trader
Andrew Ciccone
Trader
Ben Smith
Investment Analyst
Svante Rocabado
Investment Analyst
Daniel Makepeace
Investment Operations & Data Specialist
Brandon Coonse, CFA
Head of Business and Sales Strategy