Wells Fargo Advisor Joins Kingsview in Cincinnati, Ohio

Peter Hiltz, has joined Kingsview Asset Management as a Regional Managing Director, working from the firm’s new office in Cincinnati, Ohio.

“I’m looking forward to working with Kingsview and joining a team that has always been dedicated to upholding a fiduciary standard,” said Hiltz, an Accredited Asset Management Specialist. “I believe we can work together to better meet investor needs as we grow our footprint in Cincinnati.”

Hiltz’s experience as an investment advisor and his relationship based approach to financial planning brings an effective perspective to the field, along with his desire to provide accessible financial information for clients.
“We are excited to welcome Peter to our team, and excited to have him lead our efforts in his region,” said Josh Lewis, Senior Managing Partner of Kingsview Asset Management. “His background and experience will be right at home at our firm.”

Kingsview Asset Management (“KAM”) is an investment advisor registered with the Securities and Exchange Commission headquartered in Grants Pass, Oregon. Our multi-faceted firm ensures that KAM can offer virtually any strategy or product the financial services industry has to offer. This ensures that registration or affiliation never limits our client’s options.

KAM maintains custodial relationships with Charles Schwab, TD Ameritrade and Interactive Brokers. By giving clients multiple alternatives for the custody of their money they can maximize each firm’s individual benefits for a unique need.

Edward Jones Advisor Joins Kingsview in Charleston, South Carolina

Todd Confarotta, has joined Kingsview Asset Management as a Regional Managing Director, working from the firm’s water front office on James Island in Charleston, South Carolina.

“I’m looking forward to working with Kingsview and joining a team that has always been dedicated to upholding a fiduciary standard,” said Confarotta, an Accredited Asset Management Specialist. “I believe we can work together to better meet investor needs as we grow our footprint in Charleston.”

Confarotta’s 17 years of experience as an investment advisor and his relationship based approach to financial planning brings an effective perspective to the field, along with his desire to provide accessible financial information for clients. “We are excited to welcome Todd to our team, and excited to have him lead our efforts in his region,” said Josh Lewis, Senior Managing Partner of Kingsview Asset Management. “His background and experience will be right at home at our firm.”

Kingsview Asset Management (“KAM”) is an investment advisor registered with the Securities and Exchange Commission headquartered in Grants Pass, Oregon. Our multi-faceted firm ensures that KAM can offer virtually any strategy or product the financial services industry has to offer. This ensures that registration or affiliation never limits our client’s options.

KAM maintains custodial relationships with Charles Schwab, TD Ameritrade and Interactive Brokers. By giving clients multiple alternatives for the custody of their money they can maximize each firm’s individual benefits for a unique need.

Edward Jones Advisor Joins Kingsview in San Marcos, California

Dimitris Magemeneas, has joined Kingsview Asset Management as a Regional Managing Director, opening the firm’s first office in San Marcos, CA.

“I’m looking forward to working with Kingsview and joining a team that is so passionate about financial planning,” said Magemeneas. “I believe we can work together to better meet client needs as we grow our footprint in greater San Diego.”

Magemeneas’ decade of experience as an investment advisor began at Edward Jones. Previously an industrial engineer, his scientific approach to financial planning brings an effective perspective to the field, along with his desire to provide accessible financial information for clients. “We are excited to welcome Dimitris to our team, and excited to have him lead our efforts in his region,” said Josh Lewis, Senior Managing Partner of Kingsview Asset Management. “His background and experience will be right at home at our firm.”

Kingsview Asset Management (“KAM”) is an investment advisor registered with the Securities and Exchange Commission headquartered in Grants Pass, Oregon. Our multi-faceted firm ensures that KAM can offer virtually any strategy or product the financial services industry has to offer. This ensures that registration or affiliation never limits our client’s options.

KAM maintains custodial relationships with Charles Schwab, TD Ameritrade and Interactive Brokers. By giving clients multiple alternatives for the custody of their money they can maximize each firm’s individual benefits for a unique need.