Profil
Mr. Sean P.
McGillivray is a Chief Executive Officer at Kingsview Wealth Management LLC.
He is a Financial Advisor and an operations and technology integration expert.
Mr. McGillivray 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.
Mr. McGillivray began his career as a commodities broker at Great Pacific Trading Company in Grants Pass, Oregon where he soon assumed a leadership role as a partner and Vice President of the firm.
His time at Great Pacific was instrumental in honing his skills as a financial industry operations expert and entrepreneur as he strategically diversified Great Pacific’s business into financial planning, traditional and alternative investment management, and insurance.
Postes actifs de Sean Patrick McGillivray
Sociétés | Poste | Début |
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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. | Directeur Général | 01/01/2021 |
Expériences
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Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
Entreprise privées | 1 |
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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 |