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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
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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

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