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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

Derek Schug,CFA

Head of Portfolio Management

Brandon  Coonse, CFA

Brandon Coonse, CFA

Head of Business and Sales Strategy

Victoria Balser

Victoria Balser

Head of Marketing & Client Experience Strategy

Ryan Chang

Ryan Chang

Investment Analyst

John Choquette, CFA

John Choquette, CFA

Investment Analyst

Justin Helou

Justin Helou

Director Overlay Trading

Michael Humbert

Michael Humbert

Portfolio Manager

Neil  Joshi

Neil Joshi, CFA

Investment Analyst

Daniel Makepeace

Daniel Makepeace

Investment Ops & Data Specialists

Landon Patterson

Landon Patterson, AIF

Senior Investment Specialist

Alec Randolph

Alec Randolph

Investment Specialist

Svante Rocabado

Svante Rocabado

Investment Specialist