Brandon Coonse

As Head of Business and Sales Strategy for Kestra Investment Management (KIM), Brandon is responsible for shaping and executing KIM’s strategy, leading high-impact sales initiatives, and overseeing business operations to accelerate growth. A senior member of the leadership team, he works cross-functionally to drive go-to-market strategy, elevate Salesforce effectiveness, and harness data and analytics to strengthen engagement with advisors and advance firm-wide objectives.

Brandon brings more than 20 years of leadership experience across wealth management, investment banking, and asset management, with a proven track record of designing and implementing strategies that drive performance, enhance the client and advisor experience, and scale businesses. Before joining KIM, he held senior roles at Pantera Capital and UBS, where he led global initiatives in growth strategy, data analytics, and sales transformation. His career began in management consulting at Booz & Co., and includes earlier roles at Salomon Smith Barney and Invesco, where he developed a strong foundation in working closely with financial advisors and private clients.

Brandon earned his MBA with High Honors from the University of Chicago Booth School of Business and holds a BA in Economics from the University of North Carolina at Chapel Hill. He is a CFA Charterholder and holds the CFA Institute Sustainable Investing Certificate.