Kestra Investment Management
Brandon Coonse currently serves as the Head of Business & Sales Strategy at Kestra Investment Management, where responsibilities include overseeing business strategy, sales leadership, and operational execution aimed at accelerating firm growth and enhancing advisor engagement. Prior to Kestra, Brandon held the position of Head of Systematic Sales at Pantera Capital, focusing on sales strategy and data analytics to support capital raising and investor engagement. Brandon's extensive experience at UBS encompassed various leadership roles, including directing marketing strategy for the Americas Region and leading client strategy across Wealth Management Europe and Americas. Brandon began a career as an Investment Analyst at Morgan Stanley, following a consulting role at Booz & Company specializing in strategy for Fortune 500 companies. Educational credentials include an MBA in Strategic Management from The University of Chicago Booth School of Business and a BA in Economics from the University of North Carolina at Chapel Hill.
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