Brandon Coonse, CFA
Head of Business and Sales Strategy
As Head of Business and Sales Strategy for Kestra
Investment Management (KIM), Brandon is responsible for
shaping and executing KIM’s strategy, leading high-impact
sales initiatives, and overseeing business operations to
accelerate growth. A senior member of the leadership
team, he works cross-functionally to drive go-to-market
strategy, elevate salesforce effectiveness, and harness data
and analytics to strengthen engagement with advisors and
advance firm-wide objectives.
Brandon brings more than 20 years of leadership
experience across wealth management, investment
banking, and asset management, with a proven track
record of designing and implementing strategies that
drive performance, enhance the client and advisor
experience, and scale businesses. Before joining KIM, he
held senior roles at Pantera Capital and UBS, where he led
global initiatives in growth strategy, data analytics, and
sales transformation. His career began in management
consulting at Booz & Co., and includes earlier roles at
Salomon Smith Barney and Invesco, where he developed a
strong foundation in working closely with financial advisors
and private clients.
Brandon earned his MBA with High Honors from the
University of Chicago Booth School of Business and holds
a BA in Economics from the University of North Carolina at
Chapel Hill. He is a CFA Charterholder and holds the CFA
Institute Sustainable Investing Certificate.