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Svante Rocabado profile

Investment Specialist

Investment Specialist

Svante Rocabado is an Investment Specialist for Kestra Investment Management. He provides sales and service for the KIM models and strategies to financial professionals within Kestra Holdings. This includes transition analysis, portfolio construction, ongoing education and advisor insight to the team as they develop and expand the platform. Prior to joining the Kestra IM team, Svante held various
roles in Advisory Operations at Kestra Financial. Most recently, he was Advisory Operations Supervisor, managing a team of seven and assisted advisors with operational issues and working closely with KIM transitions. He also brings knowledge and experience as a financial representative with Fidelity and Edward Jones. Svante earned his bachelor’s degree in economics at Texas Tech University, where he was active in charitable organizations such as the Lions Club and Habitat for Humanity.