James Poer
Chief Executive Officer of Kestra Holdings, overseeing an ecosystem of companies that support high-performing financial advisors; has worked at Kestra in various forms since 2003 and focuses on building advisor enterprise value and integrated wealth management capabilities.
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Mar 5, 2026 • 55min
Private Equity, Scale, and Strategy: Inside Kestra with Its CEO, President, and Private Equity Partner
Fayez Muhtadie, Co-Head of Private Equity at Stone Point with deep financial-services investing experience. John Amore, President of Kestra Financial who leads strategy and advisor-focused growth. James Poer, CEO of Kestra Holdings who builds advisor ecosystems and enterprise value. They discuss how scale, private capital, alignment, tech choices, and data shape wealth platforms and advisor succession.
