Kara Murphy, formerly of United Capital and then Goldman Sachs, recently became the first chief investment officer of Kestra Holdings, which has about $33 billion in assets under management. She joined the podcast to share her plans for the new division she will lead, Kestra Investment Management, which will work the firm’s 2,400 advisers on investment selection and advice. Blair DuQuesnay of Ritholtz Wealth Management joined Jeff Benjamin and co-host for this episode Nicole Casperson to discuss takeaways from Britney Spears’ public plea to end her 13-year conservatorship.
Guest interview — Kara Murphy 0:20 to 16:05
Guest interview — Blair DuQuesnay 16:05 to 39:40
Related links:
Related stories:
Kestra hires Kara Murphy as CIO
Britney Spears’ fight for financial freedom holds lessons for advisers
Guest Bios
Kara Murphy is chief investment officer of Kestra Holdings, a new position that she stepped into in June 2021. Kara and her team provide hands-on support, that includes market commentary and research, guidance on portfolio construction, and a broad array of investment solutions designed to empower financial professionals to serve their clients’ wealth management needs. Kara was most recently chief investment officer and managing director at Goldman Sachs Personal Financial Management, responsible for overseeing client investments.
Blair DuQuesnay is a financial adviser and planner with Ritholtz Wealth Management, which focuses on providing long-term investing through a straightforward, uncomplicated, operationally efficient investment program. She's been at the forefront of social media for financial advisers and was recognized as a 2015 40 Under 40 by InvestmentNews.
Bruce Kelly talks to local Rhode Island reporter Eli Sherman about the former nontraded REIT czar, Nick Schorsch, and his group’s investments in beloved local eateries in the Ocean State.
Bruce Kelly speaks to longtime compliance expert Sander Ressler about elder fraud, artificial intelligence and GWG Holdings and what advisors and their broker-dealers and RIAs should be guarding against.
Bruce Kelly is joined this week by Jeff Vivacqua of Cambridge Investment Research, who breaks down the company's success as a recruiter of financial advisors.
Bruce Kelly is joined this week by InvestmentNews Managing Editor James Rogers as they look ahead to what the financial advice industry can expect in 2026 after a tumultuous start to the year.
