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NEW YORK, April 1, 2024 ~ Kingswood U.S., a leading independent wealth management firm with over $14 billion in client assets worldwide, has recently announced the addition of four new members to its Investment Banking team. This expansion comes as part of the firm's strategic efforts to strengthen its in-house investment banking capabilities and further solidify its position in the market.
The new team members include Braden Ferrari as Head of Institutional Sales, David Braccia and Evan Wynn as Vice Presidents of Capital Markets, and Jacob Wilson as Vice President of Investment Banking. With their extensive experience and expertise in corporate finance, investment banking, and private equity, these individuals are expected to bring valuable insights and contribute to the firm's continued success.
According to Michael Nessim, CEO, President, and Managing Partner of Kingswood U.S., the addition of these new team members will not only expand their capabilities but also enhance their relationships within the industry. This will ultimately lead to better results for their clients. Nessim also highlighted the firm's commitment to providing top-notch services to both institutional and private clients.
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Braden Ferrari brings over 20 years of experience in corporate finance and investment banking. He has advised numerous C-level executives and boards of directors at public companies on more than 250 transactions. With a Bachelor's degree in Economics from Wheaton College and various registrations under his belt, Ferrari is a valuable addition to the team.
David Braccia joins Kingswood U.S. with almost a decade of experience in investment banking and private equity. He previously worked at Blackstone, one of the world's largest alternative asset managers, before starting his career at RBC Capital Markets. Braccia holds a degree from New York University and various registrations.
Evan Wynn brings over five years of experience in capital markets, investment banking, and corporate finance to Kingswood U.S. He has previously worked at Evercore Partners, UBS Securities, Nomura Securities, and Citco. Wynn holds a Master's degree in International Finance from Columbia University and a Bachelor's degree in Economics from the University of Miami.
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Jake Wilson, with almost a decade of experience in financial services, joins the team with a background in investment banking and portfolio management. He has provided sell-side merger and acquisition, capital markets, and strategic advisory services to middle-market firms. Wilson holds degrees from the University of North Carolina at Chapel Hill and Wake Forest University School of Business.
The Kingswood Investment Banking team is made up of highly experienced professionals with an average of over 20 years in investment banking. They are located in New York, Florida, and Texas, allowing them to serve clients across different regions effectively.
The firm's commitment to expanding its investment banking capabilities reflects its dedication to providing top-notch services to its clients. With the addition of these new team members, Kingswood U.S. is well-positioned to continue its success and strengthen its position as a leading wealth management firm.
The new team members include Braden Ferrari as Head of Institutional Sales, David Braccia and Evan Wynn as Vice Presidents of Capital Markets, and Jacob Wilson as Vice President of Investment Banking. With their extensive experience and expertise in corporate finance, investment banking, and private equity, these individuals are expected to bring valuable insights and contribute to the firm's continued success.
According to Michael Nessim, CEO, President, and Managing Partner of Kingswood U.S., the addition of these new team members will not only expand their capabilities but also enhance their relationships within the industry. This will ultimately lead to better results for their clients. Nessim also highlighted the firm's commitment to providing top-notch services to both institutional and private clients.
More on Nyenta.com
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Braden Ferrari brings over 20 years of experience in corporate finance and investment banking. He has advised numerous C-level executives and boards of directors at public companies on more than 250 transactions. With a Bachelor's degree in Economics from Wheaton College and various registrations under his belt, Ferrari is a valuable addition to the team.
David Braccia joins Kingswood U.S. with almost a decade of experience in investment banking and private equity. He previously worked at Blackstone, one of the world's largest alternative asset managers, before starting his career at RBC Capital Markets. Braccia holds a degree from New York University and various registrations.
Evan Wynn brings over five years of experience in capital markets, investment banking, and corporate finance to Kingswood U.S. He has previously worked at Evercore Partners, UBS Securities, Nomura Securities, and Citco. Wynn holds a Master's degree in International Finance from Columbia University and a Bachelor's degree in Economics from the University of Miami.
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Jake Wilson, with almost a decade of experience in financial services, joins the team with a background in investment banking and portfolio management. He has provided sell-side merger and acquisition, capital markets, and strategic advisory services to middle-market firms. Wilson holds degrees from the University of North Carolina at Chapel Hill and Wake Forest University School of Business.
The Kingswood Investment Banking team is made up of highly experienced professionals with an average of over 20 years in investment banking. They are located in New York, Florida, and Texas, allowing them to serve clients across different regions effectively.
The firm's commitment to expanding its investment banking capabilities reflects its dedication to providing top-notch services to its clients. With the addition of these new team members, Kingswood U.S. is well-positioned to continue its success and strengthen its position as a leading wealth management firm.
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