3010 Westchester Avenue
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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 Business Council of Westchester.
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 LPL 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 past 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.
LPL Financial Advisor
After graduating from SUNY Brockport in the early 1990’s. Joe immediately took a job working on Wall St. Before joining KM Capital Group, his 27-year career has taken him from BNY Mellon to JP Morgan Chase, and most recently HSBC where he directed over 250 million dollars of client assets. Joe holds several securities licenses and continues to use his experience and expertise to help clients identify efficient ways to achieve their lifelong financial goals. Always taking into account all the unique circumstances of each individual. He has lived in Westchester for over twenty years with his wife and three daughters. Often, found cycling on the South County Trail as well as camping and canoeing in various parts of the state. He and his wife continue to volunteer with the Girl and Boy Scouts of America. A history of service to others that is fast approaching 40 years.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC
Jerry’s spent his career in financial services working side by side with clients to pursue their financial goals. His holistic approach to wealth management and financial planning seeks to ensure comprehensive solutions, tailored to their needs and objectives. In addition to his MBA in Finance, Jerry leverages 20 years of industry and market experience to bring a comprehensive perspective to portfolio management and to add value when it matters most.
He joined the firm after nearly 15 years with HSBC, where he managed over $125mm in client assets, and continues to run a practice dedicated to needs based planning. When not working with clients, Jerry enjoys time with his wife and son near their home in Westchester, NY. He’s also a fitness enthusiast who loves a good book, and strives to one day break 100 on the golf course.
William L. Hyman is a third generation financial representative who brings 38 years of Wall Street experience to KM Capital Group. He began his career as a Municipal Bond Underwriter before becoming a financial representative 26 years ago. He joins KM Capital Group from Citibank Personal Wealth Management where he managed over $100 million in Client assets helping them pursue their financial needs and aspirations.
He has lived in Westchester for the past 32 years and is a proud father to his daughter Alex and son David. William is an avid skier and golfer currently holding a 5 handicap.
Founder and Director of Financial Planning
As the Director of Financial Planning for KM Capital Group Kathleen Keegan works with our advisors and clients to develop custom tailored plans that will last generations. As the founder of K-M Capital her story started as a teacher and a student.
Kathleen earned her B.S. and M.A. at Hofstra University in New York. She is a Certified Financial Planner since 1988 and past president and chairman of the Board of Directors of the Financial Planning Association of Long Island. She was a member of the Board of Directors from 1989 - 2004.
Ms. Keegan has been on the "Money Hotline" for USA Today and was a participant in the Daily News Personal Financial Hotline. She contributed to various articles on personal financial planning for the Daily News. Kathleen has been a guest on the CNBC Money Club with Bill Griffith, a guest on the Connie Chung show and on "Fox on Money". In addition, Ms. Keegan lectures to various groups, including the AARP's Women's Financial Information Program.
After a decade of teaching secondary school, Ms. Keegan decided to make a career change. In 1983, she wanted to become more knowledgeable about money and embarked on a long journey into the world of financial services. After receiving initial training in life insurance, Kathleen was hired by Shearson Lehman Bros and would eventually become an independent financial planner in 1988. In January of 1993, Kathleen founded the corporation of K-M Capital Inc. She wanted to be able to offer her services as a LPL Investment Advisor Representative and to act as a fiduciary.
Kathleen began in this business to learn the language of financial planning and to understand the way that money is managed and how to reasonably grow earned money in a safe and consistent manner. She used her skills as a teacher to become a "financial translator" to the people who sought her help. She says, “My career was designed to help and encourage people to learn to save and invest for a comfortable future. I am happy to say that there are many families that have started to invest with me in the 80's and now include their children and grandchildren. To me, to see the progression of the generations that are saving and investing is heartwarming.”
Ms. Keegan’s passion is travelling the globe as she has been to over 90 countries. Each trip she takes is a lesson in the uniqueness and the similarities of mankind.
Branch Operations Support
Courtney lives in Sayville, NY with her family. She graduated from Roger Williams in Rhode Island with a degree in marketing. Courtney has over ten years of experience in the financial services industry and is a welcomed addition to our team. She enjoys baking, the beach, and is thrilled to work with such a diverse client base.
Client Service Associate
Danielle graduated from Western Conncticut State University and began her career in management and customer service. After 15 years of gaining extensive management experience, she deployed the skills developed to manage an independent insurance agency.
Now, with experience in the insurance world and a love for finance, she is thrilled to be working with everyone at KM Capital Group. Danielle resides in the beautiful Hudson Valley with her 2 kids. Along with spending time with her family, she loves weekend getaways and exploring and relaxing in the great outdoors.
Jennifer Bosse is part of LPL's Marketing Solutions program, a service that provides industry-trained LPL professionals who can help simplify operations and streamline LPL advisors’ practices. With over 10 years of experience in both traditional and digital marketing, Jennifer has worked in publishing and brand building to grow her clients' business and online reach. With a distinct passion for writing, creative design and marketing analysis, Jennifer pairs her "outside of the box" ideas with detailed precision to complete successful campaigns.
Jennifer holds a Bachelors in Strategic Communications and resides in South Carolina with her husband and two sons. In her spare time, she presides as website and social media manager for the PTO, partners with local charities for community outreach programs, and enjoys long hikes with her family.
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.