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Thursday, Sep 5, 2024 1:00 PM – 2:00 PM CDT
Kestra Investment Management is an integrated portfolio management and investment solution partner focused on empowering Kestra Financial and Kestra Private Wealth Services advisors to deepen their investment capabilities and create scalable efficiencies through model portfolio solutions.
EVP, Chief Investment Officer
Kestra Investment Management
As Chief Investment Officer of Kestra Investment Management, Kara provides investment expertise, market research, commentary, and guidance on portfolio construction for the Kestra Holdings financial advisor network. Kara is a regularly sought-after investment and market commentator for many television and radio programs, including CNBC, Bloomberg TV, Bloomberg Radio, Yahoo! Finance, and TD Ameritrade Network. Before joining Kestra Investment Management, Kara served as Chief Investment Officer at Goldman Sachs Personal Financial Management, United Capital, and AIG Funds, where assets grew from $23 billion to $50 billion during her tenure.
VP, Business Development
Kestra Financial
As VP of Business Development at Kestra Financial, Rick spearheads financial advisor recruiting efforts across the Midwest region—demonstrating how Kestra can partner with advisors to provide the essential tools, resources, and solutions needed to build a successful wealth management practice in a way that best serves their clients. Before joining Kestra Financial, Rick excelled in both advisory and leadership roles. He successfully led and built an independent General Agency and held a leadership position at a Fortune 40 Financial Services company.
We know growth is imperative for every financial professional and investor. But it’s not just business or portfolio growth. It’s a mindset to evolve, reinvent, and innovate. These principles are the foundation of Kestra Financial.
©2024 KESTRA FINANCIAL INC.
The opinions expressed in this commentary are those of the author and may not necessarily reflect those held by Kestra Advisor Services Holdings C, Inc., d/b/a Kestra Holdings, and its subsidiaries, including, but not limited to, Kestra Advisory Services, LLC, Kestra Investment Services, LLC, Bluespring Wealth Partners, LLC, and Grove Point Financial, LLC. The material is for informational purposes only. It represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. It is not guaranteed by any entity for accuracy, does not purport to be complete and is not intended to be used as a primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of any investor. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. This material was created to provide accurate and reliable information on the subjects covered but should not be regarded as a complete analysis of these subjects. It is not intended to provide specific legal, tax or other professional advice. The services of an appropriate professional should be sought regarding your individual situation. Kestra Advisor Services Holdings C, Inc., d/b/a Kestra Holdings, and its subsidiaries, including, but not limited to, Kestra Advisory Services, LLC, Kestra Investment Services, LLC, Bluespring Wealth Partners, LLC, and Grove Point Financial, LLC does not offer tax or legal advice.
Kestra Financial, Inc. is the parent company of Kestra Private Wealth Services, LLC (Kestra PWS), Kestra Advisory Services, LLC (Kestra AS) and Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Securities offered through registered representatives of Kestra IS. Investment advisory services may be offered through appropriately licensed representatives of Kestra AS or Kestra PWS. Except for the referenced Kestra companies, Kestra IS is not affiliated with other entities referenced on this document. Kestra Financial, Inc. is a subsidiary of Kestra Holdings.