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
Head of Portfolio Management
Brandon Coonse, CFA
Head of Business and Sales Strategy
Victoria Balser
Head of Marketing & Client Experience Strategy
Ryan Chang
Investment Analyst
John Choquette, CFA
Investment Analyst
Justin Helou
Director Overlay Trading
Michael Humbert
Portfolio Manager
Neil Joshi, CFA
Investment Analyst
Daniel Makepeace
Investment Ops & Data Specialists
Landon Patterson, AIF
Senior Investment Specialist
Alec Randolph
Investment Specialist
Svante Rocabado
Investment Specialist