Josh Lewis

Chairman & CEO Kingsview Partners

Role: Chairman & CEO at Kingsview Partners
Location: Westport, CT, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

Experience

Chairman & CEO
Kingsview Partners
Jul 2025 — Present · Westport, CT, US

Skills

Derivatives
Investment Strategies
Alternative Investments
Commodity
Commodity Markets
Series 7
Sales
Strategy
Options
Hedge Funds
Financial Markets
Trading
Trading Strategies
Managed Futures
Technical Analysis
Trading Systems
Management
Equities
Asset Management
Selling

Contact information

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Work email
•••••@kingsview.com
Personal email
•••••@•••••.com
Direct dial
+12•••••••69

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Current company

Kingsview Partners

Financial Services · 253 employees · Founded 2014 · Grants Pass, Oregon, United States

Kingsview Partners is a multi-faceted, fee-based Wealth Management Partnership offering Financial Planning and Portfolio and Investment Management. We believe the first step to successful investment management is sound financial planning, ensuring that every client gets the specialized attention required to meet their investment needs. To us, the only thing that matters is long term client satisfaction. Our commitment is our client’s best Interest and our obligation extends far beyond the initial financial plan. We will not waver on our responsibility to be our client’s financial guide. This means we are here to ensure that your long-term goals do not fall victim to short term wants. Your Financial Advisor is there to keep you informed and comfortable with your investment allocations, your financial plan, and your future.\"We are an organization of highly skilled people committed to understanding what your needs, concerns & goals are and then meeting and exceeding them through careful planning. Since our ultimate successes are tied together, it’s our mission to earn your trust every single day. All we have is our reputation in your eyes.\"- Joshua M. Lewis, Senior Managing Partner

kingsview.com

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