Team

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...

Robert is a LPL Financial Advisor at KM Capital Group, where he brings over 15 years of experience to his work with clients. Robert also earned his MBA in Personal Financial Planning over 10 years ago, making him one of the longest ...

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...

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...

William L. Hyman is a third generation financial advisor 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 advisor 26 years ago. He joins...

As the Director of Financial Planning for KM Capital Group Kathleen Keegan works with our advisors and clients seeking to develop custom tailored plans that will last generations. As the founder of K-M Capital her story started as  ...

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...

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...