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Mark is a member of the Board of Directors of the holding company, KB Financial Companies, LLC, and CEO of KB Corporate Finance, LLC. KB Corporate Finance, together with its affiliate KB Capital Partners, is an integrated middle market Investment Banking and Direct Investment group.

For over 30 years, Mark has worked with clients in corporate finance, direct investing/private equity, and accounting, including international mergers and acquisitions, arranging debt and equity financing, public-to-private conversion of companies, and corporate recapitalizations.

Mark has been responsible for all aspects of the investment process, including sourcing, transaction structures, financing, and execution of post-closing growth strategies. Mark has led investments in a number of industries including consumer products, aviation logistics, manufacturing, and distribution. He has held senior executive positions and board roles within those investments.

Mark is a Certified Public Accountant, a member of the American Institute of Certified Public Accountants and a former board member of the National Association of Certified Valuation Analysts.

Mark serves as a member of the Board of Directors of the MIAX Pearl, LLC Options and Equity Exchange, a wholly owned subsidiary of Miami International Holdings, Inc. and is a member of the Council (Board of Directors) of the Bermuda Stock Exchange, a majority controlled subsidiary of Miami International Holdings, Inc. In addition, Mark serves as an advisor to the Board of Directors of Allentown Holdings, LLC, a portfolio company of Capital Partners Private Equity Fund III, L.P., a $600 million committed fund.

He has an MBA from the Graduate School of Business from Columbia University and an undergraduate degree from Rider University. Mark and his wife have 2 children and are residents of Miami, FL and Bermuda.

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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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    KB Financial Partners LLC - Broker Dealer Disclosure

    Investment advisory services offered through KB Financial Partners, LLC which is independently owned and operated. Securities offered through M Holdings Securities, Inc., a registered broker/dealer, member FINRA and SIPC.

    For important information related to KB Financial Partners, LLC refer to the KB Financial Partners, LLC’s Client Relationship Summary (Form CRS) by navigating to

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