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. 

Finance

KB Financial Companies

Co-CEOs

James D. Kaplan

Mark I. Massad

Cody Rhodes

Nancy Mancini

Danielle Salapatas

Claudia Valdes

Olga Cerezo Sanchez-Casey

Rip Mason

Steven Zeiger

Steven Turi

Mark E. Thielmann

William H. Damora

Matthew Rozzi

Krystian Suber

Elliot Silverstein

Tom Teper

Graham Clarke

Leadership Team

Teams at KB Financial Companies

Leadership Team