Finance

Maximus DiSesa Chooses to Join Kingsview Asset Management

POUGHKEEPSIE, NY—  December 5, 2016

Maximus DiSesa has left Edward Jones Investments and joined Kingsview Asset Management as a Regional Managing Director of Wealth Management.

“Joining Kingsview will help me better serve clients and the Hudson Valley community,” said DiSesa.

Based in Poughkeepsie, New York, DiSesa is a rising star in the investment management industry after tripling his client base after only five years in business. This incredible growth was fueled by his passion for improving the lives of his clients and his dedication to the field.  Max is joined by his Senior Business Office Administrator, Kathy Howard, with whom he has been working with for 4 years.

“Max is going to be an important member of our team as we move forward,” said Josh Lewis, Senior Managing Partner of Kingsview Asset Management. “Kingsview hopes to add to his success as an advisor and we look forward to seeing how he can positively affect our firm.”

About Kingsview Asset Management

Kingsview Asset Management (“KAM”) is an investment advisor registered with the Securities and Exchange Commission headquartered in Chicago, Illinois. 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.