Marc Stein is the President and Managing Director of KM Capital Group, Inc. With over 20 years of experience in the financial industry, Marc believes his expertise in financial planning and asset management significantly enhances the quality of service he provides his clients. He believes in building long-lasting relationships with his clients and their families, striving to be a multi-generational advisor that can provide guidance and support to the entire family. By taking a holistic approach to financial planning, he helps families create a comprehensive financial strategy that aligns with their values and objectives.
Marc had the honor of being a featured panelist at prestigious events such as BNY Mellon/Pershing, INSITE Conference and various Lockwood Advisor Regional Symposiums, as well as a recurring panelist for the Goldman Sachs 10K Small Business Initiative, consulting on executive compensation packages.
Outside of work, Marc resides in Rye Brook, NY with his wife, their two sons and their dog. In his free time, he enjoys boating, car racing, hiking, and spending quality time outdoors with his family. A fun fact about Marc is that he took up cooking during Covid and still loves to impress his friends and family with a delicious culinary creation!