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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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Mark Thielmann

Mark E. Thielmann

Managing Director, Corporate Advisory
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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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D’arcy Kelemen

Analyst, 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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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

Point Pleasant Beach, NJ

501 Broadway
Point Pleasant Beach, NJ 08742
Phone: (732) 899-1000
Fax: (732) 899-3000

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.

© Copyright 2020. All Rights Reserved.

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  https://www.kbfinancialcompanies.com/disclosures/.

For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to https://mfin.com/m-securities.

Check the background of these firms and investment professionals on FINRA’s BrokerCheck

Click here for important Disclosures

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