by parnterwithstg | Sep 9, 2022 | general, Marketing & Business Growth
Kingsview Partners today announced the opening of their newest office in Falls Church, Virginia. Partner and Wealth Manager Nick Sposa joins the firm with ten years of industry experience.
Mr. Sposa’s passion is to provide a positive impact with his guidance, and to form relationships that allow him to watch his clients’ lives and financial plans unfold over time. Along with the benefits garnered by Kingsview’s multi-custodian, fee-based platform, he also has the freedom to provide truly client-centric strategies.
Mr. Sposa’s comprehensive suite of services includes holistic financial planning, professional portfolio management, streamlined performance reporting and collaboration with tax and legal professionals. He strives to emphasize quality service and a clear process because he believes those things are essential to ensure his clients feel understood, in control, and secure with all aspects of their financial lives. He is also a 2022 Forbes/SHOOK Next Gen Wealth Advisor Best In State for Virginia.
Outside of work, Nick is an avid conservationist and outdoorsman with an interest in camping, kayaking, fishing, bowhunting and hiking. He shares these interests with his wife, Rachel, and their children, Ronan and Jacoby.
“We are pleased to welcome Partner and Wealth Manager Nick Sposa to the Kingsview team. His focus on the client and commitment to working in their long-term best interests reflect our fundamental principles,” says Chief Executive Officer Sean McGillivray. “Our industry has done a poor job of engaging clients and delivering on their promises, but Nick’s strong focus on service aligns with our desire to transform the financial space for investors.”
Kingsview’s newest office is at 2941 Fairview Park Dr., Ste. 800, Falls Church, VA 22042. Mr. Sposa can be contacted by calling 703-972-5120 or emailing nsposa@kingsview.com.
by parnterwithstg | Jul 29, 2022 | general, Marketing & Business Growth
Kingsview Partners is excited to welcome Partner and Wealth Manager Zak Knable, who today opened the firm’s newest office in West Chester, Pennsylvania. Zak comes to Kingsview from Wells Fargo with seven years of advisory experience.
After graduating from Penn State Abington with a Bachelor’s in Business Marketing and Management, Zak began working in the financial industry as a banker, becoming a financial advisor in 2015. He believes that trust is a cornerstone in his client relationships and always encourages an open dialogue.
His areas of focus include:
• Retirement Income Strategies
• Wealth Strategies
• Estate & Legacy Strategies
• Entrepreneurs & Business Owners
• Portfolio Reviews
“Kingsview is pleased to welcome Zak, with his focus on education and thoughtful, customized guidance, as a Partner and Wealth Manager,” says Chief Executive Officer Sean McGillivray. “Zak’s strong desire to elevate the standard of care for his clients continues to advance our goal of transforming the industry.”
Mr. Knable’s office address is 17 W Gay St., Suite 103, West Chester, PA 19380. He can be contacted at (484) 202-7161 or zknable@kingsview.com.
by parnterwithstg | Jul 6, 2022 | general, Marketing & Business Growth
Kingsview Partners is pleased to formally announce Mitch Ehmka has been promoted to the position of Chief Trading Officer. Mitch has worked with Kingsview since 2010 and has assumed increasing responsibility during his tenure, serving as Head Trader for 3 ½ years, and then as Director of Trading for the last five years. His work has proven invaluable to the firm and our Wealth Managers.
In this expanded role as Chief Trading Officer, Mitch will oversee all trading operations within the firm from Chicago and run the day-to-day trading operations of Kingsview Investment Management. He will also continue to sit on the investment committee.
Mitch helps Advisors, fellow Portfolio Managers and the Investment Committee implement investment strategy, and assists in guiding portfolio implementation within Kingsview’s systems. He is a Chartered Financial Analyst (CFA) and holds the Certificate in Investment Performance Measurement (CIPM) Designation, both designations issued by the CFA Institute.
Mitch also spearheads the GIPS efforts of Kingsview Investment Management and oversees its claim of compliance with the GIPS standards in investment performance reporting.
On a personal note, Mitch is a Florida Institute of Technology graduate and holds a B.S. in Aviation Management. He is a licensed pilot and flight instructor, and worked as an instructor at Sawyer Aviation in Scottsdale, Arizona before his deep interest in the financial markets led him to pursue work in financial services. Mitch began his finance career in Fort Lauderdale as a Commodity Broker before joining Kingsview’s Chicago team in 2010.
Growing up in Plano, Texas, Mitch’s interests in aviation and finance were apparent from a young age when he joined a local flying club and enjoyed tracking investments. Today, he lives in the west suburbs of Chicago with his wife, Samantha. He enjoys traveling, playing golf, and flying around the Midwest when he isn’t monitoring the markets.
See Mitch’s full biography here.
by parnterwithstg | Jun 10, 2022 | general, Marketing & Business Growth
Kingsview Partners today announced the opening of their newest office in Eureka, California. Partners and Wealth Managers Mike Munson and Daniel Dixon join the independent Registered Investment Advisory firm with over 31 years of combined industry experience.
Along with the benefits garnered by Kingsview’s multi-custodian, fee-based platform, they also have the freedom to provide truly client-centric strategies. They operate under a fiduciary standard and have a comprehensive suite of services, including holistic financial planning, professional portfolio management, streamlined performance reporting and collaboration with tax and legal professionals.
With twenty-five years of industry experience, Mike Munson began his career in the securities industry in 1996, working with AG Edwards & Sons, Wachovia, and Wells Fargo before transitioning to Kingsview.
He has a widely diversified background, including experience conducting real estate transactions and as a restauranteur. As a business owner and investor, he understands the business trends and economic impacts his entrepreneurial clients face. This knowledge, paired with his financial expertise, means Mike can advise clients with different risk tolerances, time frames, and life experiences.
A longtime resident of Eureka, one of Mike’s personal goals is to serve and enhance his local community to the greatest extent possible. In addition to running his financial practice, he also owns two local businesses, served on the St. Joseph Medical Foundation Board and is an active member of the Eureka Old Town Rotary.
Originally from Baltimore, Maryland, Daniel Dixon was educated at Towson State University in finance and business administration and began his career in restaurant management and real estate investment. Using that experience, he founded a small management firm, which he retired after six years to pursue his vocation as a financial advisor. Daniel moves to Kingsview’s independent platform with six years of industry experience.
Having spent most of his life as an entrepreneur, Daniel brings a unique energy and passion to all his endeavors and works to positively impact his clients’ lives. He has a keen interest in learning, and the information he gains helps elevate the standard of service for his clients.
Daniel is a member of Kiwanis and the St. Joseph’s Foundation board, and serves on the Humboldt County Workforce Development Board.
“Kingsview Partners is very pleased to welcome Mike Munson and Daniel Dixon to the team. They bring an impressive advisory presence and real-world business and entrepreneurial experience that make them a standout partnership in our industry”, says Chief Executive Officer Sean McGillivray. “Their work to elevate the standard of care for their clients aligns perfectly with the Kingsview philosophy and continues to advance our goal of transforming the industry.”
Kingsview’s newest office is located at Office: 205 I Street, Suite A, Eureka, CA 95501. To contact the Eureka office, please call 707-273-6448.
You may also contact Mike Munson at mmunson@kingsview.com and Daniel Dixon at ddixon@kingsview.com.
by parnterwithstg | Apr 18, 2022 | Uncategorized
Kingsview Partners recently welcomed Chris Wright of Milford, Connecticut, joining the team after 25 years at Wells Fargo. Having worked with both families and individuals, Chris specializes in helping clients plan for short-term and retirement needs. Chris prioritizes on generational continuity, which he believes is achievable through communication, honesty, and straightforward planning.
Experienced practicing advisors like Chris are drawn to Kingsview Partners because of our commitment to promoting autonomy, flexibility, and adhering to the specific needs of each financial advisor. Like many in his profession, Chris sought innovative, proactive, and engaging ways of helping and effectively delivering every promise made to his clients.
A major part of optimizing client care for our network of financial advisors is giving them a customized, flexible, and convenient work environment. Whether that means finding them a bigger office space or one that’s closer to home, we spare nothing when it comes to creating a comfortable and productive work environment.
In Chris Wright’s case, we even set his office space up in the comfort of his own home, where he can finally have that perfect work/home life balance he desired.
Take a look at Chris’ setup (and think about how we can make something similar a reality for your practice):
Unfortunately, the industry is further behind on adapting to modern means of implementing these conditions than many are willing to admit. This is especially the case among large companies that base their operations around the conventional corporate hierarchical paradigm. Kingsview Partners and Mr. Wright both share a mutual understanding on the importance of maintaining a unique and contemporary approach to servicing clients, along with keeping financial advisors readily connected to the necessary tools, resources, and conditions they need to provide high-quality satisfaction.
Recognizing and upholding these facets of financial service are what separate Kingsview Partners from other firms. Your path to operational freedom, an unfettered work/life balance, and expanding the capabilities of your business in ways that weren’t possible in your current situation are more conceivable and applicable than you may have been led to believe. You decide how to run and grow your business in your Kingsview partnership, but that all starts with making the most important decision of all – taking the first step.
