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 | Mar 4, 2022 | general, Industry Insights
Former Edward Jones Advisor Opens Kingsview Partners Office in Paris, TN.
Opening their newest office in Paris, Tennessee, Kingsview is excited to welcome Partner and Wealth Manager Ashli Newcomb, who brings ten years of industry experience to the firm.
After graduating from the University of Mississippi with a Bachelor of Business Administration, Ashli began working with Edward Jones in July 2012, making the jump to Kingsview’s independent RIA platform in 2022.
Ashli’s primary clientele is comprised of strong, capable women who are solely responsible for managing their wealth. They have often been referred to her due to a recent divorce or the loss of a loved one, and are beginning a new chapter in life that may feel overwhelming.
Her areas of focus include:
• Retirement Income Strategies
• Wealth Strategies
• Estate & Legacy Strategies
• Entrepreneurs & Business Owners
• Portfolio Reviews
“Kingsview is pleased to welcome Ashli, with her impressive skill set and client-focused philosophy, as a Partner and Wealth Manager,” says Chief Executive Officer Sean McGillivray. “Our industry has done a poor job of engaging clients and delivering on the promises they make. Ashli’s strong desire to elevate the standard of care for her clients continues to advance our goal of transforming the industry.”
Kingsview’s newest office is located at 117 East Wood Street Suite B Paris, TN 38242. Ashli Newcomb can be contacted at (731) 540-9086 or anewcomb@kingsview.com.
by parnterwithstg | Jan 13, 2022 | general, Marketing & Business Growth
Former Wells Fargo Advisor Opens Kingsview Partners Office in Milford, CT.
Opening their newest office in Milford, Connecticut, Kingsview is excited to welcome Partner and Wealth Manager Chris Wright, who brings 25 years of industry experience to the firm.
Originally from Connecticut, Chris attended Union College in Schenectady, New York, majoring in Political Science and Economics. After beginning his career with Nathan & Lewis, Chris moved to the Wells Fargo family of companies in 1997 and built his practice there over the next 25 years.
Chris works with individuals and families, forming personal relationships that transcend generations and help people plan for short-term and retirement needs. He prioritizes generational continuity and believes that communication – and an honest, straightforward plan – serve as the building blocks for financial success.
When not at work, Chris enjoys spending time with his wife Jackie and his four children: Samantha and her husband Joey, David, Christopher, and Matthew. He also enjoys cooking and time spent outdoors, particularly at the beach. “Kingsview is pleased to welcome Chris, with his impressive professional experience and client-focused philosophy, as a Partner and Wealth Manager,” says Chief Executive Officer Sean McGillivray. “Our industry has done a poor job of engaging clients and delivering on the promises they make. Chris’s strong desire to elevate the standard of care for his clients continues to advance our goal of transforming the industry.”
Kingsview’s newest office is located at 1 Springdale St., Milford, CT, 06460. Chris Wright can be contacted at (475) 549-0859 or cwright@kingsview.com.
by parnterwithstg | Oct 14, 2021 | general, Marketing & Business Growth
Former Edward Jones Advisor Opens Kingsview Partners Office in Huntingdon, TN
Opening their newest office in Huntingdon, Tennessee, Kingsview is excited to welcome Partner and Wealth Manager Nick Priddy, who brings more than 17 years of industry experience to the firm.
Driven by a passion for advising his clients in a transparent, understandable way, Nick is thankful to be aligned with an independent Registered Investment Advisory Firm, where he operates under a fiduciary standard. 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. Priddy’s comprehensive suite of services includes holistic financial planning, professional portfolio management, streamlined performance reporting and collaboration with tax and legal professionals.
After graduating from the University of Tennessee at Martin with a B.S. in Engineering and a minor in Business Administration, Nick found his true calling in cultivating a consistent process for long-term financial success. He understands the importance of stability and dedication, and worked with Edward Jones for 17 years before joining Kingsview. Nick also holds an AAMS and prides himself on the application of Christian principles to his craft.
Away from the office, Nick’s personal interests stay true to the values and interests of Tennessee. When he’s not in the office curating his clients’ financial security, Nick can be found raising registered Angus cattle and competing in rodeos and roping events throughout the state.
“Kingsview is pleased to welcome Nick, with his extensive experience and “client-first” philosophy, as a Partner and Wealth Manager,” noted Chief Executive Officer Sean McGillivray. “Our industry has done a poor job of engaging clients and delivering on the promises they make. Nick’s strong desire to put the interest of clients first will continue to advance our determination to transform the industry.”
Kingsview’s newest office is located at 20300 Main St. E., Huntingdon, TN 38344. Nick Priddy can be contacted at (731) 418-3903 or npriddy@kingsview.com.
