Kingsview Welcomes Todd Confarotta
- Todd Confarotta, has joined Kingsview Asset Management as a Regional Managing Director, working from the firm’s water front office on James Island in Charleston, South Carolina.
“I’m looking forward to working with Kingsview and joining a team that has always been dedicated to upholding a fiduciary standard,” said Confarotta, an Accredited Asset Management Specialist. “I believe we can work together to better meet investor needs as we grow our footprint in Charleston.”
Confarotta’s 17 years of experience as an investment advisor and his relationship based approach to financial planning brings an effective perspective to the field, along with his desire to provide accessible financial information for clients.
“We are excited to welcome Todd to our team, and excited to have him lead our efforts in his region,” said Josh Lewis, Senior Managing Partner of Kingsview Asset Management. “His background and experience will be right at home at our firm.”
About Kingsview Asset Management
Kingsview Asset Management (“KAM”) is an investment advisor registered with the Securities and Exchange Commission headquartered in Grants Pass, Oregon. 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.