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Kestra Holdings' Subsidiaries Recognized for Excellence in Transition Support and Advisor Support Platforms, Winning 2 WealthManagement.com 2023 Industry Awards

Kestra Holdings' Subsidiaries Recognized for Excellence in Transition Support and Advisor Support Platforms, Winning 2 WealthManagement.com 2023 Industry Awards
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Kestra Private Wealth Services Expands California Presence by Onboarding $124 Million Thriving Asset Management

Kestra Private Wealth Services Expands California Presence by Onboarding $124 Million Thriving Asset Management
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Kestra Private Wealth Services Welcomes $130 Million Advisor Trio

Kestra Private Wealth Services Welcomes $130 Million Advisor Trio
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Kestra Holdings Welcomes Kyle Weckman as New Head of Cybersecurity and Technology Risk

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Kestra Holdings, an industry-leading wealth management platform provider, today announced the appointment of Kyle Weckman as Head of Cybersecurity and Technology Risk.
In this new role, Weckman will define and execute Kestra Holdings’ cyber and technology risk strategy, leveraging a fully cloud-based set of tools and a modern approach to identity and protect the firm’s perimeter and endpoints, while positioning its cybersecurity approach as a competitive advantage. Weckman will report to Chief Information Officer Nick Harness.
“Strengthening our cybersecurity is a top priority for Kestra Holdings as the number of threats continues to increase, particularly in the financial services industry,” said Harness. “Kyle brings the right balance of technical expertise, regulatory understanding, and business acumen to ensure we provide a highly secure, yet user-friendly platform, for client ....

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Kestra Private Wealth Services Onboards Maven Bridge Capital

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Maven Bridge Capital, located in Brea, California with established footprints in both Orange County and Whittier, California, is led by Chief Executive Officer and wealth manager Kristoffer “Kris” Fu. Kris oversees approximately $109 million in assets and brings with him a strong client base flush with long-term relationships.
“For wealth management professionals, a large portion of their day is often devoted to simply running the business,” said Rob Bartenstein, CEO and Senior Managing Director of Kestra PWS. “With our capabilities and services in Kris’ back pocket, he can spend more time growing his clientele and deepening his existing relationships which he has expressed as his top priority since the start.” ....

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