Assistant Vice President, Portfolio Manager
Mouna Pyneni joined Kestra Investment Management in 2021 as a Portfolio Manager. She will help develop and manage a curated menu of investment strategies and manage the day-to-day oversight, performance measurement, attribution, and rebalancing.
Prior to joining Kestra, Mouna was a member of the Investment Management team at Goldman Sachs PFM. As an IM associate, she managed model portfolio delivery process from idea origination to implementation. She played an integral role in the post-acquisition of United Capital into Goldman Sachs, supporting $30 billion in the platform and off-platform assets.
Mouna began her career as a research analyst in 2010 with Charleton Financial, where she managed model portfolios and served as a liaison between the firm, third-party money managers, custodians, and clients. She holds a Master’s degree in Finance from the Rochester Institute of Technology. After work, you'll mostly find Mouna either trying to cook without burning the house down or at a local Crossfit box.