Kimberley Raimondo

Co-Founder & CEO at Brookwood Investment Group

Speaker

Kim Raimondo is the Co-Founder and Chief Executive Officer of Brookwood Investment Group, one of the nation's fastest-growing independent wealth management firms. A securities attorney, entrepreneur, and fiduciary, she is transforming the future of wealth management through an innovative partnership model that aligns the interests of advisors, clients, and the firm. Driven by the perspective she gained as an attorney advising financial professionals, Kim recognized that many of the industry's greatest challenges were rooted in misalignment, between advisors and institutions, technology and people, and short-term growth and long-term stewardship. Rather than accepting the traditional model, she built Brookwood around a different vision: one where partnership, shared success, and fiduciary responsibility form the foundation for sustainable growth. Kim has built Brookwood on the principle of coopetition, the belief that organizations create greater value through aligned partnerships than through competition. By bringing together independent advisors, strategic partners, and institutional resources within a shared framework, she has created a model that preserves entrepreneurial independence while expanding opportunity, innovation, and long-term enterprise value. Her work continues to challenge conventional thinking about leadership, fiduciary responsibility, artificial intelligence, and the future of wealth management. Through Brookwood, Kim is building an institution designed to help advisors build enduring businesses, strengthen client relationships, and opportunity for generations to come.