JM

Jonathan Millman

Partner | Wealth Manager at Kingsview Partners

Jonathan Millman is a Partner and Wealth Manager at Kingsview Partners, where Jonathan constructs financial plans for clients for retirement and manages investments. Jonathan has experience as a First Vice President at Wells Fargo Advisors, and as a Portfolio Manager at Merrill Lynch and Morgan Stanley Investment Management. Jonathan graduated from the University at Albany with a Bachelor of Arts in Business and English.

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Timeline

  • Partner | Wealth Manager

    January, 2019 - present