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We carefully evaluate the specific needs, skills, experience 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, knowledge 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

Senior Vice President, Retirement Services
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Mark Massad

Mark I. Massad

Senior Managing Director, Corporate Advisory
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Matthew Rozzi

Matthew Rozzi

Vice President, Operations
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Bill Damora

William H. Damora

Vice President, Wealth Management
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Mark Thielmann

Mark E. Thielmann

Managing Director, Corporate Advisory
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Chris Velis

Chris Velis

Senior Director, Tax Services
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Vicky Dionne

Vicky Dionne

Managing Director, Family Office Services
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James Kaplan

James D. Kaplan

Senior Vice President, Retirement Services
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Matthew Rozzi

Matthew Rozzi

Vice President, Operations
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Bill Damora

William H. Damora

Vice President, Wealth Management
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Andrew Melnick

Chief Investment Strategist
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Steven Turi

Chief Investment Officer
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Elliot Silverstein

Elliot Silverstein

Senior Director, Wealth Management
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Steven Zeiger

Steven Zeiger

Senior Director, Wealth Management
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Dan Furiness

Daniel J. Furiness

Senior Director, Financial Planning
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Graham Clarke

Graham Clarke

Senior Director, Wealth Management
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Krystian Suber

Krystian Suber

Senior Director, Wealth Management
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Drew Frantz

Drew Frantz

Director, Investment Research
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Jeannine LaMantia

Client Relationship Associate
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Frank Piscitelli

Director, Wealth Management
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Thea Kennedy

Thea C. Kennedy

Manager, Insurance 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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Henry Ellis

Henry Ellis

Manager, Wealth Management
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Vicky Dionne

Vicky Dionne

Managing Director, Family Office Services
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Chris Velis

Chris Velis

Senior Director, Tax Services
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D’arcy Kelemen

Senior Director, Family Office Services
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Larry Gallo

Larry Gallo

Senior Manager, Tax Services
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Carole Stempien

Director, Family Office Services
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Claudia Valdes

Director, Family Office Services
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Vanessa Dalmau

Specialist Family Office Services
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Cody Rhodes

Specialist, Family Office Services
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Danielle Salapatas

Associate, Family Office Services
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Olga Cerezo Sanchez-Casey

Specialist Family Office Services
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Mark Massad

Mark I. Massad

Senior Managing Director, Corporate Advisory
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Mark Thielmann

Mark E. Thielmann

Managing Director, Corporate Advisory
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Stephen Carton

Associate Corporate Advisory
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Tom Teper

Tom Teper

Operating Executive
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Not Finding What You’re Looking For?

Princeton, NJ

300 Carnegie Center Drive, Suite 240
Princeton, NJ  08540
Phone: (609) 924-7250
Fax: (609) 514-4725

    THE POWER OF
    Information
    Expertise
    Collaboration

    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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