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Steve is the Chief Investment Officer of KB Financial. Steve is also the CIO for SkyView Investment Advisors, a firm he co-founded in 2010. In these roles, Steve utilizes his extensive knowledge of the financial markets and his experience managing discretionary portfolios to set the direction for our investment decisions. He is responsible for determining the strategic asset allocation that guides client investment portfolios. In the past, he has served as CIO for Riverview Alternative Investment Advisors. Prior to this, Steve worked at Barclays Capital and Daiwa Securities, where he co-headed Global Equity Derivatives. Earlier in his career, Steve worked at IBM Corporation and Bell Atlantic (Verizon) in various management and engineering positions.

Steve graduated from New Jersey Institute of Technology, with a BS in Electrical Engineering. He earned his M.B.A. from The Stern School of Business at New York University. He has also passed the industry exam for the Series 65 license.

Steve enjoys various watersports and is a frustrated golfer. He lives in Rumson and enjoys serving and supporting several Monmouth County community organizations.

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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

    For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to

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