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News & Insights
Our latest announcements and interviews
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Insights
April 16, 2025
The Life Cycle of an Alternative Investment - with Douglas Blake and Greg Mausz
ADISA director Greg Mausz interviewed Douglas Blake, Managing Director of Investment Solutions at Kingswood U.S. about the life cycle of an alternative investment.
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January 26, 2025
How to Dual List in the USA with Expert Guidance from Kingswood’s Kevin Ernst
Kevin Ernst, Managing Director at Kingswood U.S., explores the essentials for companies aiming to list on major U.S. exchanges such as NASDAQ and the New York Stock Exchange in an engaging interview with Tracy Hughes of Investor.News,
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November 13, 2024
Kingswood Advisor Insights - Judson Gee
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November 13, 2024
Kingswood Advisor Insights - Anthony Nardi
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November 13, 2024
Kingswood Advisor Insights - Paul Lee
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Kingswood Newsletter
Our roundup of financial news, insights and advice delivered to your inbox each month.
Insights
November 13, 2024
Kingswood Advisor Insights - Julie Broady
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November 13, 2024
Kingswood Conference Series - Nashville 2024 Highlights
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November 13, 2024
Kingswood Conference Series - Nashville 2024 with Mike Alsoraimi
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November 13, 2024
Kingswood Conference Series - Nashville 2024 with Mike Nessim
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November 13, 2024
Kingswood Conference Series - Nashville 2024 with Douglas Blake
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Insights
November 10, 2024
The Changing Nature of M&A In the RIA Space
Kingswood CEO and Managing Partner Mike Nessim wrote an article for WealthManagement.com on the changing nature of M&A in the RIA Space. "As the wealth management industry evolves, mid-sized firms must actively participate in consolidation activity, transforming the space and looking for strategic opportunities to add scale and talent to ensure future success. From a seller’s standpoint, financial advisors may want to consider a mid-sized firm that has a similar service mindset, set of core values and culture that they have cultivated over the years."
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Insights
Douglas Blake, Managing Director of Investment Services
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Ashley Webb, Director of Operations and Onboarding
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Mike Alsoraimi, Chief Compliance Officer
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Jaime Golden, President of Acquisitions
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Michael Nessim, CEO and Managing Partner
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Tom Grimm, Admiralty Wealth Management
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Han Gu, Kingswood U.S.
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J. David Jensen, Kingswood U.S.
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Don Kuhs, Integrated Financial Planning Center
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Paul Lee, Kingswood U.S.
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John Loeffler, Loeffler Wealth Management
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Matthew Nadeau, Sutter Wealth Management
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Mike Nakanishi, Kingswood U.S.
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Morris Nutt, Trinity Capital Management
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Anthony Nardi, Kingswood U.S.
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Cynthia Pulver, Kingswood U.S.
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Scott Rothbort, LakeView Asset Management, LLC
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Dan Spagnolo, Dynamic Financial Services, LTD
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Frank Hsin, Kingswood U.S.
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Lacey Buteyn, Elevate Wealth Management, LLC
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Regina Faison, Faison Wealth Strategy
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Dean Antonopolis, Endeavor Investment Resources
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Julie Broady, B. Riley Wealth Management
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