3010 Westchester Avenue
Marc Stein is the President and Managing Director of KM Capital Group, Inc., where he heads a four-advisor team whose practice focuses on the needs and goals of high-net-worth families, closely held businesses and foundations. At the core of his practice Marc draws on his 16 years of experience to bring an emphasis on financial planning and professional asset management that typically spans several generations of a client's family.As an independent advisor, Marc provides objective and custom wealth management for his clients, understanding that each client is unique and needs personalized solutions. Marc has been a featured panelist at the prestigious BNY Mellon/Pershing INSITE Conference and several Lockwood Advisor Regional Symposiums. Additionally, he is currently a recurring panelist for the Goldman Sachs 10K Small Business Initiative. Marc has also served as a consultant for executive compensation packages and is a member of the Westchester Business Counsel.
Marc lives in Rye Brook, NY with his wife and two young boys. When he’s not helping clients, Marc enjoys boating, hiking and spending time outdoors with his family.
Robert F. Blair, MBA brings over 15 years of experience to his role as a financial advisor at KM Capital Group. After beginning his career at a mutual insurance company, he quickly realized that being an independent financial advisor fit his goals and passions more directly. Through this approach, he creates custom-tailored plans that utilize goal-based strategies for his clients. Rather than focusing on a few products or services, Robert enjoys being able to adjust a client’s plan based on their unique characteristics and circumstances.
In addition to his extensive experience, Robert also holds his MBA in Personal Financial Planning. He received this designation over 10 years ago, making him one of the longest tenured people with that designation in the country. That education, combined with the technological advances at LPL Financial, make Robert a qualified financial professional for all different types of clients. At KM Capital Group, he handles most of the firm’s life insurance planning. By specializing in what he’s excelled at in his career, Robert is able to better serve the firm’s clients.
Rob resides in Sayville, NY with his family where he has spent his entire adult life serving his community. In addition to being the Chairman of one of Long Island's largest events, The Sayville Summerfest; he is also a past president of the Greater Sayville Chamber of Commerce. Contact him today to explore the difference that his experience and level of care make to your financial plan.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.