Daniel Makepeace
Investment Ops & Data Specialists
Daniel Makepeace joined Kestra Investment Management in early 2025 as an Investment Operations & Data Specialist. His main role includes operational support, data reporting, project management, billing, contribution to product launches, and partnering with KIM Portfolio Managers and Investment Specialists to drive process enhancements and support efforts to scale KIM’s efficiency.
Prior to the Kestra IM team, Daniel worked on the Kestra Financial Advisory Operations team, assisting advisors with operational issues and transitioning to KIM products. Before Kestra, Daniel was a Client Services Consultant with Wells Fargo and a Financial Professional at Equitable Advisors.
Daniel graduated with a BBA in Finance from Southern Methodist University, Cox School of Business. Originally from Virginia, Daniel calls Austin his home and in his free time, he enjoys tennis, golf and live music.