
John Amore
President of Kestra Financial who joined in 2019 after a 14-year career at UBS; leads strategy and execution for Kestra's wealth management business and emphasizes advisor community, capability breadth, and growth.
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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.


