Kingswood announces the continued expansion of its investment banking team with the appointment of Tony Tian as Senior Managing Director, of Investment Banking, based in Midtown Manhattan.

Latest Expansion of Firm's In-House Investment Banking Team will Support Companies in the National Defense and Aerospace Sectors

CEO & Managing Partner Michael Nessim wrote an Opinion piece for WealthManagement.com on the importance of independent RIAs working with a partner that provides both RIA and RIA-friendly broker-dealer solutions to maintain both independence & the flexibility to do both fee-based and commission business to meet their clients' comprehensive wealth management needs.

CEO Michael Nessim writes about how financial advisors are witnessing a surge in charitable giving, and it’s becoming increasingly evident that aligning financial goals with philanthropic endeavors is not just a trend but a fundamental aspect of modern wealth management.

The award, presented by USA Today and Statista Inc., honors the top registered investment advisory (RIA) firms in the U.S. based on recommendations from financial advisors, clients and industry experts, as well as firm growth.

Recently, Alternatives Watch gathered a group of industry leaders to discuss their outlook for alts throughout 2024, including Douglas Blake, our managing director of Investment Solutions. He notes that “the case for Alternative Investments among retail investors is as strong as ever [as…] volatility has reached extreme levels in both the stock and bond markets.”

David Braccia, Braden Ferrari, Jacob Wilson and Evan Wynn Bring Impressive Talents And Expertise to Growing Business

Craig Kaufman, managing director of Kingswood Capital Partners recently spoke with FAMagazine about how offering Investment Banking services enhances value for financial advisors and their clients.

CEO & Managing Partner Mike Nessim spoke with AdvisorHub about things advisors need to keep in mind when creating a succession plan for their firm, and how partnering with the right firm can help.

Douglas Blake, Vice President of Investment Services, recently joined an Alternatives Watch panel to share his thoughts on what we can expect to see at the intersection of wealth management and alternative investments throughout 2024.

New York based biochemist an molecular biolophysicist joints team as Senior Advisor supporting expansion into Healthcare & Biotechnology Sectorsv

The newest members of the Kingswood U.S. network are highly experienced advisors offering services in financial planning, asset management and qualified retirement plan support across the United States.

Kingswood Capital Partners, LLC is honored to be included in Financial Planning's IBD Elite 2023, a survey of the largest independent broker-dealers in wealth management.

New York-based Veteran Joins Team as Managing Director Supporting Emerging Growth Companies across Technology, Media and Communications Sectors

New York-based Industry Veteran Kevin Ernst Joins Recently Expanded Banking Leadership Team as Managing Director to Focus on Natural Resources and Cross-Border Opportunities

Michael Nessim, CEO, President and Managing Partner of Kingswood U.S., said, "We are excited to continue Kingswood's momentum with the expansion of our in-house investment banking and capital markets business. Under Edward's and Ariel's experienced and steady leadership, Kingswood Investments will take advantage of opportunities to offer a new type of investment banking service to clients, while greatly adding to the overall growth of our organization. Higher growth allows us to invest more across Kingswood to position the firm for future growth."

Kingswood is thrilled to announce we have raised more than $100,000 for A Friend's House (AFH), a 501(c)(3) organization serving as a shelter and home to youth in crisis, as Kingswood's Director of Operations Ashley Webb joined the board of the nonprofit. The funds are going to the construction of new facilities that expands on AFH's mission of care for minors seeking respite from abuse, abandonment, or neglect.

"Our new corporate office in Florida marks an important milestone in Kingswood's growth, and demonstrates our commitment to expanding our wealth management proposition in multiple states. Our ability to give advisors integrated access to a wide range of financial and investment products at the corporate level will provide them with another edge in wealth management, as they grow their books of business." -Michael Nessim, Kingswood U.S. CEO & Managing Partner

CEO and Managing Partner, Mike Nessim, and Managing Director of Investment Solutions, Douglas Blake, discuss the changing landscape of alternative investing, and the importance of affiliating with a firm that has built an alternatives platform focused on transparent and straight-through processing, supported by the expertise of seasoned research professionals.

Mike Nessim and Val Peters Rayevskiy, Kingswood's CEO and COO, share their insight on mistakes they've seen advisors make when changing firms and how to avoid them.

Industry Leading Alts Platform and Access to Technology Solutions Driver of Affiliation

Mike Nessim is featured in this Digital Wealth News Roundtable along with two other senior executives, each with a different approach to alts, to discuss how they are addressing this explosion in demand for these platforms.

"Kingswood's ability to draw exceptional advisors who seek the variety of affiliation models that we provide, is evidence of our ongoing success in providing a nimble, adaptable platform that enables our advisors to extend their market reach while empowering them to do more. I warmly welcome these outstanding professionals to our network." - Mike Nessim, CEO, President & Managing Partner, Kingswood U.S.

Kingswood Acquisition Corp. (NYSE: KWAC) ("KWAC"), announced today a definitive agreement to enter into a business combination with Wentworth Management Services LLC ("Wentworth").

Mike Nessim recently wrote an article for Investment News in which he talks about how smaller Broker-Dealers and independent RIAs give advisers a platform for more strategic growth as well as a more attentive and supportive environment.

"Smaller broker-dealers and RIAs provide a platform not only for more strategic growth, but for the advisor to thrive within a more attentive and supportive environment." - Mike Nessim, CEO and Managing Partner, Kingswood U.S.

Kingwood U.S. CEO and Managing Partner Mike Nessim shared his thoughts about the technology trends implemented during the pandemic that are here to stay in this recent round-table discussion published in Digital Wealth News.

CEO Michael Nessim authored this article on why it would be a mistake to write off the brokerage model as a way for financial professionals to serve clients. Brokerage remains as relevant a way to meet specialized needs of some investors as fee-based service, even if its days as the dominant wealth management model are in the past.

"Through our strong partnerships with best-in-class service providers like iCapital and Altigo, we have built a better way to deliver an alternative investment experience for our advisors, so they can better serve their clients." - Douglas Blake, Managing Director of Investment Services