Kingswood U.S.
Anthony Nardi, CFP®, CIMA®, serves as a Private Wealth Manager at Kingswood U.S. since October 2021, bringing a wealth of experience from prior roles as Private Wealth Manager at Benchmark Investments, Inc. and LPL Financial. With a background at J.P. Morgan, where Anthony held various positions including Private Client Advisor and Financial Advisor, and experience as a Financial Consultant at National Securities, Anthony has developed a robust skill set in financial planning and investment management. Anthony holds a Bachelor of Science in Finance from St. Thomas Aquinas College and completed the CFP® Education Program at the College for Financial Planning.
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Kingswood U.S.
Kingswood Group U.S. is a leading wealth management and investment banking firm, providing a wide spectrum of services to ensure success for its clients. With a team of over 300 advisors, the firm manages $14 billion in assets globally across the U.S. and U.K. In investment banking, Kingswood provides corporate advisory and capital markets access for the middle market, providing tailored solutions for complex transactions and situations. The full range of services offered establishes Kingswood Group U.S. as a leader in financial services, underpinned by a commitment to trust, innovation, and excellence. Securities offered through Kingswood Capital Partners, LLC Member FINRA/SIPC