Cynthia manages our firm’s Family Office Services Division. Prior to joining KB Financial, Cynthia was the CEO and founder of Kendall Gray, a boutique life management firm where she spent ten years managing private family offices. Her responsibilities included the coordination of family advisors, oversight of estate, tax and insurance planning, combined financial reporting and bill pay, administration and reporting for family foundations and various special projects. Her in-depth experience, combined with the diverse offerings at KB, has enhanced our platform and improved our ability to manage the complex needs of our family office clients. In the 20 years prior to Kendall Gray, Cynthia’s experience included public accounting/consulting at Deloitte, corporate banking at Deutsche Bank Securities, and financial planning at Mass Mutual.
Cynthia received an MBA from the Kellogg School of Management at Northwestern University and a B.S. in Accounting from Lehigh University. She resides in New Providence, NJ with her husband and three children.
In her free time Cynthia loves to play bridge and golf and cheer her children on in their various endeavors. Her oldest son is a year-round competitor with the Special Olympics of NJ and she and her husband are proud to have run a SONJ track and field program for the past 13 years.