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Cody is a Senior Analyst in our firm’s Family Office Services Division. Cody was a Tax Associate at Citrin Cooperman where he started his professional career before joining KB. He is an experienced preparer of tax returns and quarterly tax projections for high net worth individuals, partnerships and corporations. Cody was a Member of the Trust and Estates Practice group responsible for preparing trust and gift tax returns and calculating and tracking annual exclusion gifts. Cody graduated from The Chazanoff School of Business at the College of Staten Island, with a BS in Accounting. He will be supporting our tax compliance practice and assisting our clients with bill pay and bookkeeping.

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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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