Kestra Financial, Inc., which offers industry-leading wealth management platforms for independent financial professionals nationwide, continues to deepen its leadership talent pool with the appointment of Nick Harness as Chief Information Officer. Harness will focus on optimizing firms’ experiences through forward-thinking technology leadership and innovative product and platform development. He will report directly to CEO James Poer and support all Kestra Financial, Inc. companies and divisions: Kestra Financial, H. Beck, Arden Trust Company, and Bluespring Wealth Partners.
Key areas of expertise for Harness include optimizing the customer experience and leveraging the power of data and predictive analytics.
“Nick’s specialty is driving positive change in fast-paced and highly-regulated business environments,” said Poer. “Having lived and worked on three continents and partnered with colleagues across the globe to deliver streamlined technology solutions across various business lines, he brings broad and deep experience to our quickly-growing organization.”
Prior to joining Kestra Financial, Inc., Harness served as Managing Director and Chief Technology Officer of Asset Management at JPMorgan Chase & Co., where he set the IT strategy, vision, and roadmap for the global distribution/sales organization and built a high-performance application development team that executed upon the roadmap. Harness also spent nearly two decades at Morgan Stanley, advancing into a variety of leadership roles including Chief Information Officer and Managing Director of the Investment Research Division.
“I was drawn to Kestra Financial, Inc.’s rich culture and forward-looking focus on technology,” said Harness. “This is an organization that clearly prioritizes and embraces technological innovation, and I look forward to collaborating across the board to stay on the cutting edge.”
Last month, Kestra Financial, Inc. announced the appointment of Stephen Langlois as President of Kestra Financial, a key step in the company’s mission of adding firepower to its leadership team.
About Kestra Financial, Inc.
Kestra Financial, Inc. offers industry-leading wealth management platforms for independent wealth management professionals nationwide. With an innovative culture that celebrates independence, the company seeks to redefine the future of the advisory industry through superior service, cutting-edge technology, and preeminent resources that every financial professional needs to succeed in the market now and in the years to come.
Kestra Financial, Inc. companies collectively oversee $113 billion in assets under administration (AUA) and support more than 2,400+ independent financial professionals across the country in delivering comprehensive securities, trust, and investment advisory services to their clients.
Kestra Financial, Inc. is the parent company of Arden Trust Company, Bluespring Wealth Partners, LLC, and Kestra Investment Services, LLC (“Kestra IS”), member FINRA/SIPC, as well as H. Beck, Inc., member FINRA/SIPC, Kestra Advisory Services, LLC (“Kestra AS”), Kestra Private Wealth Services, LLC (“Kestra PWS”) and Kestra Institutional Services, LLC (“Kestra Inst”), all federally registered investment advisers. Kestra Financial is a division of Kestra Financial, Inc. that includes Kestra IS, Kestra AS, Kestra PWS and Kestra Inst.
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