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Bobby Gomez, CIMA

Bobby Gomez, CIMA

Vice President, Head of Investment Specialists

Bobby Gomez, CIMA, is currently an Investment Specialist for Kestra Investment Management. She provides sales and service for the Kestra IM models and strategies to the financial professionals within Kestra Holdings. This includes transition analysis, portfolio construction, ongoing education and providing advisor insight to the team as they develop and expand the platform.

Prior to joining Kestra, Bobby served as the Head of Product Specialists at Goldman Sachs Personal Financial Management (United Capital). She led a team of 7, ensuring that the financial professionals received best in class service and support for their model strategies. She supported the CIO and other Managing Directors regarding market reviews and outlook along with hosting educational and training webinars. Bobby worked closely with Investment Management, Alternative Investments and Manager Selection (AIMS) team, and the Alternative Capital Markets group to help facilitate a smooth transition during the acquisition.

Bobby was an Investment Consultant/Wholesaler for American Beacon Funds, Ark Invest and Fidelity. Her experience also includes working directly with high-net-worth clients as a Financial Advisor at JP Morgan and Bank of America.

Bobby is a Certified Investment Management Analyst (CIMA) and earned her Bachelor’s degree from DePaul University. She loves spending time with her three kids and has a passion for cooking and creating her own recipes.