
Bobby Gomez
Vice President, Head of Investment Specialists
Kestra Investment Management
United States, Texas, Austin
About Me
Bobby Gomez, CIMA, is currently an Investment Specialist for Kestra Investment Management. She provides sales and service for the Kestra IM models and strategies to the financial professionals within Kestra Holdings. This includes transition analysis, portfolio construction, ongoing education and providing advisor insight to the team as they develop and expand the platform. Prior to joining Kestra, Bobby served as the Head of Product Specialists at Goldman Sachs Personal Financial Management (United Capital). She led a team of 7, ensuring that the financial professionals received best in class service and support for their model strategies. She supported the CIO and other Managing Directors
Profile Information
Vice President, Head of Investment Specialists
Kestra Investment Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Austin
Texas
United States
May 15, 2024
Keylinks
More profiles to browse
Derek Schug
Senior Vice President & Head of Portfolio Management
Benjamin Smith
Investment Specialist
Ryan Chang
Investment Analyst
Kara Murphy
Chief Investment Officer
You Might Like
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
BM
Ba Minuzzi
Founder & CEO
Umana
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
BW
Bill Wood
Managing Member, Principal
Nova R Wealth