Eight advisers managing $355 million affiliate with Kingswood US

Eight financial advisers managing almost $355 million have affiliated with Kingswood U.S., a New York-based network of two registered investment advisory firms and two broker-dealers which collectively oversee $3 billion.

The new affiliates are:

• Conrad Branson, of Birchwood Wealth Advisors in Kentfield, California, who managed $150 million at Merrill Lynch.
• Jason Nickels, who managed $70 million at Merrill Lynch in Simi Valley, California.
• Daniel F. Spagnolo, of Dynamic Financial Services in Huntington Station, New York, who manages $60 million and was previously affiliated with American Portfolios Financial.
• Debinder Deshmukh, Kalyan Kavili and Krishna Grandi, who manage $25 million in Miami, Florida, and were formerly affiliated with Benchmark Investments.
• William Bianchi, of Bianchi Financial Services in Rochester and Buffalo, New York, who manages $25 million and was formerly affiliated with Lincoln Financial.
• Regina Faison, of Faison Wealth Strategy in Foothill Ranch, California, who manages $25 million and was formerly affiliated with World Equity Group.

“Kingswood U.S. has built its reputation among independent financial advisors as a wealth management network with the resources and flexibility to accommodate a wide range of successful practices,” said Michael Nessim, CEO, president and managing partner of Kingswood U.S.

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