Our Wealth Management Team

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...

Jeffry M. Rosen is a third-generation business owner who started his own career working in the insurance field. He received his first license in 1983 and founded JMR Financial Services in 2005, in Lake Success, New York. He was a...

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...

Joe Praino is a Wealth Advisor here at KM Capital Group, Inc. With over 30 years of experience in the finance industry and holding licenses and certificates including NYS Insurance, series 7/63/65/24/26/53. He has developed a...

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  ...

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 20 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 ...