![Josh Lewis](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profiel
Mr. Josh Lewis is a Chairman & Senior Managing Partner at Kingsview Wealth Management LLC.
Mr. Lewis started as a runner on the commodities trading floors in 1990 at the World Trade Center for Refco Inc., which was one of the largest Futures Clearing Merchants in the industry at the time.
His time on the floor taught him how to service client needs in a very high pressure environment where little mistakes could have grave outcomes.
The trading floors are a multidimensional place where one survives on intuition and collaboration.
This experience sharpened his skills as a leader and gave him a deep understanding of the underbelly of this industry and all that goes into operationally servicing a complex financial business.
Early on, Mr. Lewis showed his entrepreneurial spirit when he created an independent floor brokerage business named Commodities Brokerage Services, which grew quickly as it brought new forms of service to its wholesale clients.
In 1994, he sold his portion of the business to his partner so that he could expand his horizons off of the trading floor.
Eerdere bekende functies van Josh Lewis
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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. | Algemeen Directeur | - |
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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 |