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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 D. Kaplan

Chief Executive Officer
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Mark I. Massad

Corporate Director, KB Financial Companies
CEO, KB Corporate Finance
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William H. Damora

Senior Director, Co-Founder KB Financial Companies
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Cynthia Gavenda

Managing Director, Family Office Services
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Erik Mosholt

Chief Investment Officer, KB Wealth
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James D. Kaplan

Chief Executive Officer
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Erik Mosholt

Chief Investment Officer, KB Wealth
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William H. Damora

Senior Director, Co-Founder KB Financial Companies
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Elliot Silverstein

Managing Director, Wealth Management
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Steven Zeiger

Managing Director, Wealth Management
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Linda Valente

Operations Manager
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Daniel J. Furiness

Director, Financial Planning
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Louis C. Fancher III

Director
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Brad Heindel

Director, Investment Research
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Drew Frantz

Analyst, Portfolio Design
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Robert L. Auer

Analyst, Insurance Solutions
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Thea C. Kennedy

Manager, Client Services
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Rhea Jacobs

Executive Assistant
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Erika LaRocca

Executive Assistant
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Henry Ellis

Associate, Wealth Management
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James Firpo

Associate, Wealth Management
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Cynthia Gavenda

Managing Director, Family Office Services
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Carol Evinski

Associate, Family Office Services
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Vicky Dionne

Associate, Family Office Services
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Ronald J. Sacco

Director, Accounting & Tax Services
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Joseph Sacco

Managing Director, Tax & Business Advisory
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Larry Gallo

Senior Manager, Accounting & Tax Services
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Rip Mason

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

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

Managing Director, Corporate Advisory
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Paul Zetterberg

Associate, Corporate Advisory
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Dennis M. O’Donnell

Operating Executive
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