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KB Financial Companies appoints two directors

Christian Fernsby |
Princeton, N.J., USA - KB Financial Companies announced it has appointed Julie Straley as managing director of Family Office Services and Richard Rankin as managing director of KB Corporate Finance.

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Julie Straley has 30 years of experience in wealth planning and advisory services.

Prior to joining KB Financial, Ms. Straley managed the outsourced family office needs of Goldman Sachs ultra-high net worth clients.

Ms. Straley managed a single family office for 200+ shareholders of one of America's largest privately held companies for twelve years and was a private banker at PNC for ten years.

She started her career as a Bank Examiner for the Treasury Department.

Ms. Straley is a Certified Financial Planner who received a B.S. in Accounting from Rutgers School of Business.

She is licensed as a life, property and casualty insurance producer, holds Series 7 and 63 securities licenses and has considerable family governance experience.

Richard Rankin brings over 35 years of experience in the financial services industry.

Mr. Rankin is an accomplished professional with research, institutional equity sales and management, investment banking, relationship management and business development expertise.

During his career, he has gained experience across firms ranging from Canada's central bank, UBS, and Morgan Stanley.

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