CHIEF EXECUTIVE OFFICER
Sean McGillivray is a Managing Partner and the Chief Executive Officer for Kingsview Partners. He is a Financial Advisor and an operations and technology integration expert. Sean runs the day to day operations of the firm, oversees the administrative staff, sits on the investment committee, and works with the firm’s custodial partners to manage the advisor onboarding process.
CHIEF INVESTMENT OFFICER
Scott D. Martin is Chief Investment Officer of Kingsview Wealth Management, a Registered Investment Advisor (RIA) based in Chicago, Illinois. He also serves as Contributor to the Fox News Channel and is a Contributor to The Futures Institute at the Chicago Mercantile Exchange (CME).
CHIEF OPERATIONS OFFICER
Misty is the Chief Operations Officer for Kingsview Partners. As the COO, Misty’s chief mandate is to ensure the operational integrity of Kingsview and all the firm’s subsidiary businesses. This requires her to be proficient in nearly every aspect of the firm’s activities and partner with department heads and the firm’s wealth managers to improve operational workflows and enhance end user experience.
MANAGING DIRECTOR, BUSINESS DEVELOPMENT
Aaron Klemow is the Managing Director of Business Development for Kingsview Partners. He is an advisory transition specialist, marketing consultant, and business development expert for the financial services industry. Aaron runs the firm’s recruiting team and is responsible for setting up new branch offices nationwide.
CHIEF COMPLIANCE OFFICER
Matthew (Matt) Stolen is Kingsview Partner’s Wealth Management Chief Compliance Officer. As CCO, Matt’s primary role is developing and monitoring Kingsview Wealth Management’s compliance program. Additionally, he oversees advisor communications and conducts visits of Kingsview branches throughout the country.
G. Dallas Dvorsky
SVP BUSINESS DEVELOPMENT
Originally from the pacific northwest, Dallas began his career in financial services in 2003 as a fixed income specialist at the GMS Group, where he ran the sales desk in the firm’s Miami office. During his time with the firm, Dallas assisted high net worth clients with portfolio diversification and advanced tax and wealth strategies.
Vice President of Advisor Strategy
Richard Holmes is the Vice President of Advisor Strategy with Kingsview Investment Management. His primary role is to assist Kingsview advisors as a consultant for investment strategy and portfolio implementation.
Vice President of Business Development
William Duplock is a Business Development Associate for Kingsview Partners. He is an advisory growth and transition specialist, responsible for front-end recruitment and establishing new branches nationwide.
VICE PRESIDENT OF BUSINESS DEVELOPMENT
Sean Walsh is a Business Development Associate for Kingsview Partners. He is an advisory transition specialist, marketing and growth resource, and a business analytics expert for the financial services industry. Sean is the tip of the spear for the firm’s recruiting efforts and is responsible for aiding in the process of setting up new branch offices nationwide.
VP OF STRATEGIC BUSINESS DEVELOPMENT
Melissa is the Vice President of Strategic Business Development for Kingsview Partners. Her primary role is to build recognition for the Kingsview Trust & Insurance Service (KTIS) brand by evaluating current market trends for opportunities and proposing new business development strategies. She works closely with Kingsview Wealth Managers and professionals in our Financial Planning and Advisor Strategy teams to construct a successful, repeatable sales and marketing program.