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Carole is a Director in our firm’s Family Office Services Division. She serves as a centralized coordinating resource for the firm’s wealthiest clients. Her responsibilities include working with clients and their external advisors to coordinate financial reporting for individuals, their family businesses and foundations, bill pay, bookkeeping, and various special projects. Carole started her career at The Northern Trust Company and spent 24 years in banking and fiduciary roles serving high net worth individuals and families. Her most recent role was focusing on the management, administration and governance of illiquid family business assets held in trusts and estates.

Carole received her M.B.A. from DePaul University, Chicago, Illinois, and a Bachelor of Science in Business Administration in Finance and International Studies from Saint Louis University, St. Louis, Missouri. She resides in Scotch Plains, NJ with her husband and two daughters.

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Princeton, NJ

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


    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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