KB Financial Companies
Steven serves as a Managing Director of Wealth Management at KB Financial and is a recognized expert in applying prudent investor guidelines to life insurance product selection and portfolio management according to established and proven asset management doctrine. Prior to joining KB Financial, Steven worked for an Austin, Texas firm specializing in Private Placement Life Insurance for ultra high net worth families where he oversaw marketing efforts for the Northeast.
After graduating from the State University of New York at Albany School of Business with a BS in Business Administration and concentration in Finance, Steven received his advanced Insurance degree from the Wharton School of Business as well as his Trust and Estate Practitioners designation from the Society of Trust and Estate Practitioners (STEP).
Steven lives in Chappaqua, NY along with his wife and sons and enjoys travel, tennis, skiing, and ping pong with his family. He is on the Board of the Kidney Cancer Coalition and participates in the MSK Cycle for Survival. He is currently training for next year’s 192-mile Pan Mass Challenge where he will be riding alongside his sister on her 13th annual ride.
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KB Financial Companies
KB Financial Companies is a close-knit team of diversified professionals dedicated to helping you reach your goals. Many of their senior personnel have over 25 years of experience. This extensive experience, combined with their integrated approach, increases their ability to add significant value to high net worth families, entrepreneurs and key stakeholders. With roots dating back to 1983, KB Financial Companies fields a team of professionals in financial, tax and estate planning, insurance solutions, investment banking, wealth management and family enterprise management.