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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

Co-Chief Executive Officer
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Mark Massad

Mark I. Massad

Co-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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Mark Thielmann

Mark E. Thielmann

Managing Director, Corporate Advisory
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Julie Straley

Managing Director, Family Office Services
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James Kaplan

James D. Kaplan

Co-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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Andrew Melnick

Chief Investment Strategist
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Steven Turi

Chief Investment Officer
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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

Managing Director, Financial Planning
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Graham Clarke

Graham Clarke

Managing Director, Wealth Management
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Krystian Suber

Krystian Suber

Managing Director, Wealth Management
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Drew Frantz

Drew Frantz

Director, Investment Research
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Jeannine LaMantia

Analyst, Operations
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Frank Piscitelli

Director, Operations & Client Services
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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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Henry Ellis

Henry Ellis

Associate, Wealth Management
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Julie Straley

Managing Director, Family Office Services
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Vicky Dionne

Vicky Dionne

Director, Family Office Services
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Carole Stempien

Director, 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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D’arcy Kelemen

Associate, Family Office Services
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Shana Odlen

Associate, Family Office Services
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Claudia Valdes

Associate, Family Office Services
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Danielle Salapatas

Senior Analyst, Family Office Services
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Ben Hoefer

Analyst, Family Office 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

Co-Chief Executive Officer
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Mark Thielmann

Mark E. Thielmann

Managing Director, Corporate Advisory
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Richard S. Rankin

Managing Director, Corporate Finance
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Stephen Carton

Analyst, Corporate Advisory
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Dennis O'Donnel

Dennis M. O’Donnell

Operating Executive
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Tom Teper

Tom Teper

Chief Financial Officer & 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.

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