Cynthia manages our firm’s Family Office Services Division. Prior to joining KB Financial, Cynthia was the CEO and founder of a boutique family enterprise management firm where she spent ten years managing 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, will enhance our platform and improve our ability to manage the complex needs of our family office clients. Prior to that, Cynthia, an inactive CPA, had fifteen years of diverse experience in corporate banking, management consulting and financial planning. She has been published in financial services magazines and is a frequent speaker on family office formation and management.
Cynthia received an MBA from the Kellogg School of Management at Northwestern University and was an Accounting graduate of 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 12 years.