With multiple decades of experience in the investment industry, I am a seasoned and passionate Chief Investment Officer at Kestra Investment Management, a leading provider of wealth management solutions for independent financial professionals. I am passionate about helping individuals build ...more

With multiple decades of experience in the investment industry, I am a seasoned and passionate Chief Investment Officer at Kestra Investment Management, a leading provider of wealth management solutions for independent financial professionals. I am passionate about helping individuals build wealth over time and demystifying markets and the economy. As a woman leader in a male-dominated field, I bring diverse perspectives and experiences to the team and foster a culture of inclusion, collaboration, and innovation. As the Chief Investment Officer of Kestra Investment Management, I oversee a team of investment professionals who provide hands-on support, guidance, and a broad array of investment solutions to financial professionals and their clients. I leverage my extensive expertise in investment strategy, portfolio management and asset allocation to design and implement tailored portfolios that align with clients' goals, risk tolerance, and preferences. I also provide market commentary and research, and help develop advisor- and client-facing investment technology tools.less