Kingsview Partners logo

Kingsview Partners Employee Directory

Financial ServicesOregon, United States201-500 Employees

Kingsview Partners is a financial services firm that provides fee-based wealth management, including financial planning and portfolio and investment management. The approach centers on aligning long-term client objectives with careful planning, aiming to keep clients informed and comfortable with investment allocations and future financial plans. Based in Grants Pass, Oregon, the firm emphasizes a commitment to client interests and building trust through ongoing guidance beyond the initial plan. The organization portrays itself as a team of skilled professionals focused on understanding clients’ needs, concerns, and goals to meet and exceed them, with a reputation as a core measure of success.

Find Kingsview Partners employees' phone numbers or email addresses

Kingsview Partners Global Highlights

Location
Employees

North America
253

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  • United States Of America
    253

Africa
1

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  • Ghana
    1

Asia
1

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  • China
    1

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Kingsview Partners's Leadership

  • Stylized image of a person
    A. D.
    Chief Executive Officer
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    R. T.
    Chief Commercial Officer
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    B. S.
    Partner | Wealth Manager
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    C. W.
    Partner | Wealth Manager
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    D. C.
    Partner | Wealth Manager
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    D. D.
    Partner | Wealth Manager
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    J. B.
    Partner | Wealth Manager
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  • Stylized image of a person
    M. E.
    Partner | Wealth Manager
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Kingsview Partners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Finance
  • Healthcare Services
  • Program & Project Management
  • Other
  • Legal
  • Accounting

Contact profiles from Kingsview Partners

Name
Title
Contact Info
Location
Last Update
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    R. N.
    Partner
    Phone icon
    Jun 27, 2025
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    R. T.
    Chief Commercial Officer
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    Oct 18, 2024
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    T. L.
    Partner
    Phone icon
    Jun 08, 2026
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    W. C.
    Partner
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    Oct 17, 2024
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    M. S.
    Director Of Compliance
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    Jul 01, 2026
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    R. S.
    Senior Integrations Lead
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    May 28, 2026
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    C. H.
    Quality Assurance Lead
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    Jun 01, 2026
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    N. P.
    Portfolio Manager
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    Oct 21, 2024
  • Stylized image of a person
    Y. P.
    Portfolio Manager
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    Oct 22, 2024
  • Stylized image of a person
    M. S.
    Principal
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    Oct 21, 2024

Frequently Asked Questions

What is Kingsview Partners known for?

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Kingsview Partners was founded in 2014 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Kingsview Partners's company overview page for more information.

What is Kingsview Partners's most common email format?

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Kingsview Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Kingsview Partners email formats with LeadIQ.

How many employees does Kingsview Partners have currently?

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Kingsview Partners has approximately 251 employees as of July 2026. These team members are located across 4 continents, including North AmericaAfricaAsia.

Who are Kingsview Partners's key employees and leadership?

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As of July 2026, Kingsview Partners's key employees include:

  • Chief Executive Officer: A. D.
  • Chief Commercial Officer: R. T.
  • Partner | Wealth Manager: B. S.
  • Partner | Wealth Manager: C. W.
  • Partner | Wealth Manager: D. C.

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