skip to Main Content

Richard Rankin Appointed as Managing Director of KB Corporate Finance

PRINCETON NJ – KB Financial Companies, LLC, a Princeton NJ based Financial Services Organization, is pleased to announce it has recently appointed Richard Rankin as Managing Director of KB Corporate Finance.  In this role, he will be responsible for promoting growth in the firm’s middle market advisory business.

Richard brings over 35 years of experience in the financial services industry.  He is an accomplished professional with research, institutional equity sales and management, investment banking, relationship management and business development expertise.  During his career, he has gained experience across firms ranging from Canada’s central bank, UBS, and Morgan Stanley.  He was more recently Chief Operating Officer of a $1.0+ Billion AUM long-short equity hedge fund, and a successful fund raiser for a $100+ Billion AUM institutional fund manager.  He has established a solid reputation counseling corporations on a diverse range of issues including capital raising and structure, relationship and operating management policy, regulatory compliance, and change of control.

“The addition of such a seasoned investment banking professional to our team continues to demonstrate the level of commitment and excellence we consistently deliver to our clients”, says Mark Massad, Chief Executive Officer of KB Corporate Finance.  According to Mr. Rankin, “I am very excited to be joining KB and bringing my strategic advisory, and capital markets experience to a host of family owned and entrepreneurial businesses that KB serves.”

ABOUT KB FINANCIAL COMPANIES

With roots dating back to 1983, KB Financial Companies, LLC is comprised of a team of highly qualified individuals in financial, tax and estate planning, insurance solutions, wealth management and merchant banking offering a variety of family office services to a diverse client base. We are dedicated to assisting our clients in the pursuit of their goals – whether that means growing and preserving family wealth for future generations or monetizing an interest in a closely-held business. Our integrated approach increases our ability to add significant value for entrepreneurs, high net worth individuals, their family and business interests. KB Financial services clients through offices in Princeton, NJ and Point Pleasant Beach, NJ.

Not Finding What You’re Looking For?

Princeton, NJ

300 Carnegie Center Drive, Suite 240
Princeton, NJ  08540
Phone: (609) 924-7250
Fax: (609) 514-4725

Point Pleasant Beach, NJ

501 Broadway
Point Pleasant Beach, NJ 08742
Phone: (732) 899-1000
Fax: (732) 899-3000

    THE POWER OF
    Information
    Expertise
    Collaboration

    KB Financial Companies is a close-knit team of diversified professionals dedicated to helping you reach your goals. Many of our senior personnel have over 25 years of experience. This extensive experience, combined with our integrated approach, increases our ability to add significant value to high net worth families, entrepreneurs and key stakeholders.

    © Copyright 2021. All Rights Reserved.

    KB Financial Partners LLC - Broker Dealer Disclosure

    Investment advisory services offered through KB Financial Partners, LLC which is independently owned and operated. Securities offered through M Holdings Securities, Inc., a registered broker/dealer, member FINRA and SIPC.

    For important information related to KB Financial Partners, LLC refer to the KB Financial Partners, LLC’s Client Relationship Summary (Form CRS) by navigating to  https://www.kbfinancialcompanies.com/disclosures/.

    For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.

    Check the background of these firms and investment professionals on FINRA’s BrokerCheck

    Click here for important Disclosures

    Back To Top