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We carefully evaluate the specific needs, skills, expertise and aspirations of each client to assemble a client team we believe is best suited to assist them in pursuit of their goals. Clients receive personal attention from their dedicated team members and depending on their needs, the direct involvement of KB Financial’s senior management team—a commitment that larger firms often can’t make.

KB Financial team members offer a blend of experience, talent and diverse disciplines while sharing a commitment to intellectual integrity, expertise and excellence – working hard to earn and keep our clients’ trust through generations. KB Financial can continue to provide this level of service by attracting and retaining highly qualified professionals all sharing a common commitment.

Leadership Team

James Kaplan

James D. Kaplan

Chief Executive Officer
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Mark Massad

Mark I. Massad

Corporate Director, KB Financial Companies
CEO, KB Corporate Finance
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Matthew Rozzi

Matthew Rozzi

Chief Operating Officer
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Bill Damora

William H. Damora

Senior Director, Co-Founder KB Financial Companies
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Cynthia Gavenda

Cynthia Gavenda

Managing Director, Family Office Services
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James Kaplan

James D. Kaplan

Chief Executive Officer
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Matthew Rozzi

Matthew Rozzi

Chief Operating Officer
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Bill Damora

William H. Damora

Senior Director, Co-Founder KB Financial Companies
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Steven Turi

Chief Investment Officer
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Andrew Melnick

Chief Investment Strategist
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Elliot Silverstein

Elliot Silverstein

Managing Director, Wealth Management
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Steven Zeiger

Steven Zeiger

Managing Director, Wealth Management
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Dan Furiness

Daniel J. Furiness

Director, Financial Planning
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Drew Frantz

Drew Frantz

Director, Investment Research
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Graham Clarke

Graham Clarke

Director, Wealth Management
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Krystian Suber

Krystian Suber

Director, Wealth Management
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Linda Valente

Linda Valente

Director, Operations & Client Services
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Caitliin West

Caitlin West

Manager, Operations & Compliance
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Thea Kennedy

Thea C. Kennedy

Manager, Client Services
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Rhea Jacobs

Rhea Jacobs

Executive Assistant
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Erika LaRocca

Erika LaRocca

Executive Assistant
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Financial Advisor

Robert L. Auer

Analyst, Insurance Solutions
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James Firpo

James Firpo

Associate, Wealth Management
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Henry Ellis

Henry Ellis

Associate, Wealth Management
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Cynthia Gavenda

Cynthia Gavenda

Managing Director, Family Office Services
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Carol Evinski

Carol Evinski

Associate, Family Office Services
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Vicky Dionne

Vicky Dionne

Associate, Family Office Services
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Chris Velis

Chris Velis

Managing Director, Tax & Accounting Services
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Ron Sacco

Ronald J. Sacco

Senior Advisor, Accounting & Tax Services
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Larry Gallo

Larry Gallo

Senior Manager, Accounting & Tax Services
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Rip Mason

Rip Mason

Chairman, KB Corporate Finance
General Partner, KB Capital Partners
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Mark Massad

Mark I. Massad

Corporate Director, KB Financial Companies
CEO, KB Corporate Finance
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Mark Thielmann

Mark E. Thielmann

Managing Director, Corporate Advisory
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Paul Zetterberg

Paul Zetterberg

Associate, Corporate Advisory
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Dennis O'Donnel

Dennis M. O’Donnell

Operating Executive
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Tom Teper

Tom Teper

Operating Executive
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