"At Kingswood, our primary goal is to equip financial advisors with the resources they need to provide exceptional client service." - Michael Nessim CEO and Managing Partner. Our incredible growth is a result of our team's laser focus on this goal. We were proud to welcome 28 new advisors to our network this year, and look forward to helping them achieve their clients' goals. https://lnkd.in/dX2icCmu
Kingswood U.S.
Financial Services
New York, NY 3,973 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
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Primary
Get directions
126 E 56th St
Suite 22S
New York, NY 10022, US
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1111 Brickell Ave
Suite 1820
Miami, Florida 33131, US
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11440 W Bernardo Ct
Suite 300
San Diego, California 92127, US
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17 Country Club Drive, Building 400
Suite D
Stockbridge, GA 30281, US
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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Congratulations to YSX TECH CO., LTD. on its IPO. Kingswood U.S. was proud to serve as the Sole Bookrunner on the transaction. Thank you to our investment banking team for a job well done.
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Congratulations to Pearl Diver Credit Company on their Series A Term Preferred Offering. Kingswood U.S. was proud to serve as a Joint Bookrunner on the transaction. Thank you to our investment banking team for a job well done.
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Kingswood hosted our annual Investment Banking Holiday Party at the spectacular Hunt & Fish Club in the heart of New York City. A special thank you to our advisor Nelson Braff for welcoming us into his beautiful restaurant, and President and CEO Michael Nessim for hosting this incredible event. We're celebrating a record year for the banking group, and looking forward to a prosperous 2025! Wishing everyone a happy and healthy holiday season with family and friends!
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Congratulations to Kingswood client Shepherd Avenue Capital Acquisition Corp. on their IPO. Kingswood U.S. was proud to serve as Sole Bookrunner on the transaction. Thank you to our investment banking team for a job well done.
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The Kingswood Conference Series - Nashville was made extraordinary by the people who attended it. Here are a few insights from our leadership and advisors about what makes Kingswood U.S. and this event unique.
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Congratulations to Kingswood client CO2 Energy Transition Corp. on their IPO. Kingswood U.S. was proud to serve as Sole Bookrunner on the transaction. Thank you to our investment banking team for a job well done.
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Congratulations to Kingswood client Lithos Energy on its recent transaction. Kingswood U.S. was proud to serve as financial advisor on the deal. We are excited to continue our work with Futuraiser to help accelerate success for clients innovating in the energy transition space. Thank you to our investment banking team and all involved on a job well done.
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Matthew Nielsen, advisor and co-founder of Kingswood Family Office, recently discussed his cautious approach to bitcoin with InvestmentNews. https://lnkd.in/ee9-5PRv
Not all advisors on bitcoin bandwagon, despite record returns
investmentnews.com