Advisors at this firm
Robert Z
Series 63, Series 65
Lake Oswego, OR
Keturi Investment Management, LLC
Robert Zagunis is a financial advisor at Keturi Investment Management, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Jensen Investment Management for 25 years before joining Keturi. Keturi Investment Management provides discretionary investment management and advisory services to individuals, families, trusts, charitable organizations, and corporate entities. The firm combines fundamental and quantitative analysis with a long-term investment horizon, managing portfolios across equities, non-U.S. securities, fixed income, and cash management.
Ryan O
Series 65
Lake Oswego, OR
Keturi Investment Management, LLC
Ryan Ober is a financial advisor at Keturi Investment Management LLC with three years of industry experience. He holds a Series 65 designation and has been with Keturi since 2021. Prior to his advisory role, he spent ten years as a student. Keturi Investment Management LLC provides discretionary investment management and advisory services to individuals, families, trusts, charitable organizations, and corporate entities. The firm combines fundamental and quantitative analysis with a long-term investment approach, managing portfolios that include equities, non-U.S. securities, fixed income, and cash while focusing on consistent business performance.
Gustav L
Series 65
Lake Oswego, OR
Keturi Investment Management, LLC
Gustav Light is a financial advisor with Keturi Investment Management, LLC, holding a Series 65 designation and three years of industry experience. He has been with Keturi Investment Management since 2021 and also has experience with Keturi Investments dating back to 2020. Prior to his advisory roles, he worked briefly at C1 Partners and Anchor Wash. Keturi Investment Management LLC provides discretionary investment management and advisory services to individuals, families, trusts, charitable organizations, and corporate entities. The firm combines fundamental and quantitative analysis with a long-term investment approach, managing portfolios across various asset classes with a focus on consistent business performance.