Derek Bruton is CEO of Kingswood Holdings U.S., and the CEO of Kingswood Wealth Advisors and Kingswood Capital Partners. He brings a unique combination of M&A, RIA, RIA custodian, and B/D experience to the advisors he serves at Kingswood.
A proven strategic and sales leader in the financial services industry for 30 years, Derek has served in executive positions with leading RIA custodians such as Charles Schwab, TD Ameritrade, and LPL Financial. He has led the recruiting of over 5,000 financial advisors in his career, and has assisted with the strategy and growth of over 10,000 advisor businesses.
Derek graduated from Stanford University, and has completed executive business management course work at Harvard University. He played collegiate basketball for Stanford, and professional basketball in Japan.
Derek currently holds FINRA licenses 7, 8, 24, 63, and 65.
Michael Nessim is the President of Kingswood Group U.S. and the CEO of Benchmark Investments Inc., and Benchmark Advisory Services, LLC. Mike has worked in the Financial Services Industry for over 24 years. Prior to assuming the role as CEO of Benchmark, Mike enjoyed a successful career as a Registered Principal for several independent broker dealers.
Mike has over 20 years of experience on large scale commercial and residential projects across the US, and is a dedicated philanthropist within his community.
Mike graduated from C.W. Post University with a degree in Business Management.
Mike currently holds FINRA licenses 7, 24, 63 and 65.
Mike Alsoraimi is the Chief Compliance Officer for Kingswood Group U.S., and the Chief Compliance Officer and Head of Operations for Kingswood Capital Partners and Kingswood Wealth Advisors. He also serves as the firm’s chief legal/risk and AML officer.
With over 12 years of industry experience Mike has served in back-office, sales and compliance roles at TD Ameritrade, AXA and most recently CUSO Financial Services where he was a regulatory specialist serving as the firm’s Department of Labor designee. His experience has given him a well-rounded understanding of the Broker/Dealer business and the financial services industry in general.
Mike earned a BA from the University of Michigan and a JD from Western Sierra Law School in California.
Mike currently holds FINRA licenses 4, 7, 52, 53, 66, and 99, as well as life and variable agent insurance licenses.
Jeremy Wilder is Chief Legal Counsel for Kingswood Group U.S. and also the Secretary and Registered Principal of Benchmark Investments Inc., (“Benchmark”). Prior to assuming the role as Secretary and Registered Principal of Benchmark, Jeremy enjoyed a successful career at AR Capital, LLC (“AR Capital”), the predecessor to AR Global Investments, LLC (“AR Global”), in October 2012 working as General Counsel. He also worked as General Counsel for Hospitality Investors Trust, Inc. (“H.I.T.”). Prior to AR Capital, Jeremy worked as a para legal for Mishcon De Reya.
Jeremy has over 8 years of experience in the real estate investment banking and capital markets with significant focus in the hospitality sector and triple-net lease sector.
Jeremy graduated from Nottingham University, UK, with a degree in Politics. He graduated from BPP University Law School, UK, obtaining a GDL, LLB and LPC. Jeremy also received a diploma from New York University in Real Estate Finance and Investment.
Jeremy currently holds FINRA licenses 7, 24 and 63.
David Martin is the Director of Compliance at Kingswood Group U.S., and the CCO of Benchmark Investments, Inc., and Benchmark Advisory Services, LLC. He was formerly the CEO of American Global Wealth Management Inc. Prior to that, David served as the Chief Compliance officer of Keystone Capital Corp for 10 years.
David has worked in the financial industry for over 12 years and served on the Finra District 2 committee as a small firm representative for the 2016-2018 term.
David is a graduate of the University of San Diego, where he obtained a degree in Business Administration and went on to the Wharton Business School in Philadelphia, Pennsylvania where he obtained the Regulatory Compliance Professional certification.
David holds FINRA licenses 7, 24, and 66 and is insurance licensed.
Jeffrey McCullough is the Director of Advisor Services at Kingswood Group U.S. and Director of Administration for Benchmark Investments, Inc. He has been a C level executive for over thirty years, and brings a vast array of knowledge and experience in both Banking and Financial Services Industries.
Before joining Benchmark, Jeff worked for Cape Securities as Director of Business Development and Recruiting, as well as spending a decade as Chief Administrative Officer and member of the Board of Directors of Cape Securities and Cape Investment Advisory. He also served as President and Board Member of Financial Concierge Concepts, Inc. the parent of the Cape Organization.
Jaime Golden is VP of Business Development at the Kingswood Group U.S. and also director of Business Development at Benchmark Investments, Inc. He has been working in the Financial Services Industry for over 20 years. Prior to assuming the role as VP of Business Development at the Kingswood Group, Jaime enjoyed a successful career as a sales leader for several independent broker dealers and RIAs.
Jaime has over 20 years of experience as an investor in commercial and residential real estate projects across the US, in addition to having successful investments in software and marketing and sales companies.
Mr. Golden graduated from Hunter University in New York City with a degree in Communications.
Jaime currently holds FINRA licenses 7 and 63.