Sean Patrick McGillivray
Vorstandsvorsitzender bei Kingsview Wealth Management LLC
Aktive Positionen von Sean Patrick McGillivray
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
Kingsview Wealth Management LLC
 Kingsview Wealth Management LLC Investment ManagersFinance Kingsview Wealth Management LLC (KWM) is a SEC-registered investment advisor headquartered in Grants Pass, Oregon. The firm was founded by Josh Lewis in 2008 and is a subsidiary of Kingsview Partners LLC. KWM provides personalized, confidential financial planning and investment management services to individuals, pension and profit-sharing plans, endowments, trusts, and small businesses. | Vorstandsvorsitzender | 01.01.2021 | - |
| Geschäftsführer | 01.10.2013 | - | |
| Mitglied des Investmentausschusses | 01.10.2013 | - |
Karriereverlauf von Sean Patrick McGillivray
Statistik
International
| Vereinigte Staaten | 2 |
Operativ
| Chief Executive Officer | 1 |
| Chief Operating Officer | 1 |
| Investment Committee Member | 1 |
Sektoral
| Finance | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 1 |
|---|---|
Kingsview Wealth Management LLC
Kingsview Wealth Management LLC Investment ManagersFinance Kingsview Wealth Management LLC (KWM) is a SEC-registered investment advisor headquartered in Grants Pass, Oregon. The firm was founded by Josh Lewis in 2008 and is a subsidiary of Kingsview Partners LLC. KWM provides personalized, confidential financial planning and investment management services to individuals, pension and profit-sharing plans, endowments, trusts, and small businesses. | Finance |
