Broker Check

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

Kara Murphy, CFA

Chief Investment Officer

Derek Schug, CFA

Derek Schug, CFA

Senior Vice President, Head of Portfolio Management

Victoria Balser

Victoria Balser

Head of Marketing and Client Experience Strategy

Michael Humbert

Michael Humbert

Investment Analyst

Ryan Chang

Ryan Chang

Investment Analyst

John Choquette, CFA

John Choquette, CFA

Investment Analyst

Amelia Hammond

Amelia Hammond

Senior Trader

Ben Smith

Ben Smith

Investment Analyst

Svante Rocabado

Svante Rocabado

Investment Analyst

Daniel Makepeace

Daniel Makepeace

Investment Operations & Data Specialist

Brandon  Coonse, CFA

Brandon Coonse, CFA

Head of Business and Sales Strategy