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Brooke is a Director in the firm’s Family Office Services Division. She comes to KB Financial with a background in Private Wealth Management working for over 20 years with ultra-high net worth clients. Brooke is committed to delivering a fully integrated approach to wealth management and providing solutions that work for each specific client. She works closely with her client’s external advisors to coordinate financial reporting, bill pay, estate planning and other financial projects.

Most recently Brooke worked at BNY Mellon as a Senior Director in their Wealth Management Group and prior to that she spent 17 years with Bessemer Trust where she was a Senior Client Advisor. She has experience working with CEOs, entrepreneurs, multigenerational families, and women in transition.

Brooke lives in Millburn, NJ with her husband, two children and two dogs. She works with the Cooperman College Scholars program, a non-profit organization that provides scholarships and other support services to highly motivated students. In addition, Brooke works with mentoring college students on financial literacy in the NYC area.

Brooke received her JD from Brooklyn Law School and a BA from Syracuse University.

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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


    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.

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