skip to Main Content

LinkedIn |

Caitlin joined KB Financial in 2019 and works with our investment management team to support operations, compliance, and client service.

She is a CFP® professional with over ten years of wealth management and private banking experience. Caitlin earned a BA from Rutgers University and is currently pursuing her MBA at Rutgers University, as well.

Caitlin lives in Hillsborough, NJ and enjoys spending time with her family and friends.

Back To Top