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.