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Vicky leads the firm’s Family Office team. She brings to the position a wealth of experience in serving ultra high net worth clients and helping them achieve their personal goals and manage the various financial aspects of their complex lives.

Prior to joining us, Vicky managed a family business where she negotiated and structured all insurance, accounting, and financial aspects of the company. Vicky also worked for a multinational corporation in Corporate Finance. At this position she specialized in treasury functions including employee asset management for defined benefit and defined contribution retirement plans, as well as domestic and international Mergers and Acquisitions.

Vicky received her M.B.A. from the University of Chicago Booth Graduate School of Business in Finance and Statistics and a B.A. in Economics from Vassar College. She maintains the FINRA Series 65 securities registration.

She enjoys biking, fitness, pickleball, and Martial Arts. She resides in Morristown, NJ with her family.

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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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