Kingswood U.S.
Financial Services
New York, NY 2,462 followers
The Resources You Need, The Community You Want
About us
Kingswood U.S. empowers our clients to navigate the complexities of the financial landscape with confidence. Through innovative wealth management, robust advisor services and tailored investment banking solutions, we can help achieve any financial goal – no matter how complex. Wealth Management Services Kingswood Advisors offer comprehensive wealth management services tailored to meet the needs and goals of individuals and families. Services include portfolio management, retirement planning, estate planning, tax optimization and risk management strategies. Our advisors have the experience and expertise necessary to provide personalized investment solutions to help you achieve your goals. Advisor Services Kingswood provides essential back-office support and business solutions to financial advisors and institutions, enabling them to focus on client relationships and business growth. This includes administrative support, compliance assistance, technology infrastructure, and business succession planning and support. We also provide access to a broad range of innovative financial products to help you meet your clients’ unique needs. Investment Banking Kingswood’s full-service investment banking platform provides mergers and acquisitions advisory, private capital solutions, debt, and equity financing, and differentiated strategic advice to middle market and emerging growth companies. Our seasoned investment banking team offers tailored solutions and insights to help clients navigate their business objectives. Kingswood is proud to deliver boutique service and solutions backed by the power of a global financial services institution. With a client-centric approach, global reach, commitment to innovation, and deep expertise, Kingswood is well-positioned to help clients navigate the complexities of the financial markets. Securities offered through Kingswood Capital Partners, LLC Member FINRA/SIPC
- Website
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https://kingswoodus.com/
External link for Kingswood U.S.
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- New York, NY
- Type
- Privately Held
Locations
Employees at Kingswood U.S.
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Lacey E. Buteyn, CFP®, CIMA®
Managing Director, Private Wealth Manager, Investment Banking & Institutional Sales, Capital Markets Origination, Certified Financial Services Coach,…
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Karen Sterling, Ph.D., CFA
Senior Research Analyst at Kingswood Capital Partners
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Edward Tsuker
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jody eisenman
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Updates
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"Through the Kingswood Defense Group, we are going to promote the companies that build & make American products for the American military." - CEO and Managing Partner Michael Nessim reflects on why our newest team holds personal significance for him.
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We are excited to announce the formation of the Kingswood Defense Group (KDG), and welcome Jeff Thompson, Scott Robison, Marcos Cervantes, and Jay Wisham to Kingswood U.S.. KDG is a new team within our investment banking group comprised of veteran military leaders and capital market experts who will support companies in the national defense and aerospace sectors. KDG collaborates with both public and private companies on their strategic planning, mergers and acquisition and capital market needs, and provides guidance to enhance their current operations, product development, DOD procurement strategies and evaluation of global markets. By leveraging KDG, clients gain accelerated decision-making capabilities across various segments of the national defense and aerospace sectors. https://lnkd.in/gGe5amMG
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Kingswood U.S. reposted this
Thank you, WealthManagement.com, for publishing my article. Providing our advisors with the choice and flexibility they need to achieve their clients' goals is foundational to how we do business at Kingswood U.S..
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. https://lnkd.in/gEg9-88P #financialadvisors #wealthmanagement #ria
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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. https://lnkd.in/gEg9-88P #financialadvisors #wealthmanagement #ria
Being An RIA Is All About Choice
wealthmanagement.com
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Our minds and hearts are full after three days of learning, networking and fun at the Kingswood Elite Conference Series in San Jose del Cabo last week. We are grateful to everyone who participated, and to our sponsors for making it all possible. Congratulations and thank you Douglas Blake and Ashley Webb for another outstanding event!
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"The surge in charitable giving reflects a broader shift toward value-driven wealth management practices. RIAs that prioritize charitable giving as a core mission not only understand the intrinsic link between financial success and social impact but also serve as catalysts for positive change in their communities." - be sure to read CEO Michael Nessim's latest article on the growing importance of charitable planning in AdvisorHub. https://lnkd.in/eRcuF3KD #financialadvisors #wealthmanagement #charitablegiving
Why Philanthropy Matters for Wealth Management
https://www.advisorhub.com
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Kingswood U.S. reposted this
It is an honor to again be included in the USA TODAY and Statista list of Best Advisory Firms of 2024!
We are honored to recognized by USA TODAY and Statista as one of the Best Financial Advisory Firms of 2024! We are proud of the dedication and effort our advisors put into helping their clients achieve their goals every day. This award is icing on the cake - congratulations to all! You can read the full article here: https://lnkd.in/e-ARUzCM
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It is an honor to again be included in the USA TODAY and Statista list of Best Advisory Firms of 2024!
We are honored to recognized by USA TODAY and Statista as one of the Best Financial Advisory Firms of 2024! We are proud of the dedication and effort our advisors put into helping their clients achieve their goals every day. This award is icing on the cake - congratulations to all! You can read the full article here: https://lnkd.in/e-ARUzCM
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We are honored to recognized by USA TODAY and Statista as one of the Best Financial Advisory Firms of 2024! We are proud of the dedication and effort our advisors put into helping their clients achieve their goals every day. This award is icing on the cake - congratulations to all! You can read the full article here: https://lnkd.in/e-ARUzCM
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