Matthew Nielsen serves as Co-founder of Kingswood Family Office. Matt oversees the wealth management division which provides investment and tax mitigation solutions for high-net-worth individuals including business owners, physicians, professional athletes and individuals in the entertainment industry.
Matt holds FINRA Series 6, 7, 63 and 66 licenses as well as life insurance licenses in multiple states. He is based out of Kingswood US New York City headquarters. Matt is a graduate of Lake Forest College, Lake Forest, IL where he currently services on the Parent’s Committee. He is active in working with Lake Forest College students as a mentor, advisor and speaker at the college.