Matthew J. Rozzi
Chief Operating Officer at KB Financial Cos LLC
Profile
Matthew J.
Rozzi currently works at KB Financial Cos LLC, as Chief Operating Officer.
Mr. Rozzi also formerly worked at IDB Capital Corp., as President & Chief Executive Officer from 2010 to 2022, Republic National Bank of New York (Guernsey) Ltd., as Associate Managing Director, Republic Financial Services, Inc., as Associate Managing Director, Prudential Investment Management Services LLC, as Principal in 2010, Signature Securities Group Corp., as Chief Operating Officer from 2001 to 2006, HSBC Brokerage USA, Inc., as Chief Operating Officer, UMTB Securities, Inc., as President & Chief Compliance Officer, Signature Bank (New York, New York), as Principal in 2006, The Prudential Insurance Company of America, Inc., as Principal in 2010, and INX Ltd., as Chief Operating & Compliance Officer.
Mr. Rozzi received his undergraduate degree from Fordham University.
Matthew J. Rozzi active positions
| Companies | Position | Start |
|---|---|---|
KB Financial Cos LLC
 KB Financial Cos LLC Insurance Brokers/ServicesFinance Part of Digital Insurance LLC, KB Financial Cos LLC is a company that provides financial, tax and estate planning, insurance solutions, wealth management, business succession planning and corporate advisory services. The company is based in Princeton, NJ. The company was founded by James David Kaplan, William Damora. James David Kaplan has been the CEO since incorporation. KB Financial Cos was acquired by OneDigital Investment Advisors LLC on September 27, 2022. | Chief Operating Officer | - |
Former positions of Matthew J. Rozzi
| Companies | Position | End |
|---|---|---|
IDB Capital Corp.
 IDB Capital Corp. Investment Banks/BrokersFinance A subsidiary of Israel Discount Bank of New York, IDB Capital Corp. is a broker/dealer headquartered in New York City. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. IDB is a member of the NASD and the SIPC. | Chief Executive Officer | 2021-12-31 |
Prudential Investment Management Services LLC
 Prudential Investment Management Services LLC Investment Banks/BrokersFinance Part of Prudential Financial, Inc., Prudential Investment Management Services LLC distributes securities products and services. The company is based in Newark, NJ. | Corporate Officer/Principal | 2010-02-27 |
The Prudential Insurance Company of America, Inc.
 The Prudential Insurance Company of America, Inc. Insurance Brokers/ServicesFinance The Prudential Insurance Company of America, Inc. provides investment advice, and insurance products and services. The company was founded in 1875 and is headquartered in Newark, NJ. | Corporate Officer/Principal | 2010-02-27 |
Signature Securities Group Corp.
 Signature Securities Group Corp. Investment ManagersFinance Part of Signature Bank (New York, New York), Signature Securities Group Corp. is a company that provides investment advice. The company is based in New York, NY. William John Maguire has been the CEO of the company since 2007. | Chief Operating Officer | 2006-08-30 |
| SIGNATURE BANK | Corporate Officer/Principal | 2006-08-29 |
Training of Matthew J. Rozzi
| Fordham University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| SIGNATURE BANK | Finance |
| Private companies | 10 |
|---|---|
Prudential Investment Management Services LLC
Prudential Investment Management Services LLC Investment Banks/BrokersFinance Part of Prudential Financial, Inc., Prudential Investment Management Services LLC distributes securities products and services. The company is based in Newark, NJ. | Finance |
Signature Securities Group Corp.
Signature Securities Group Corp. Investment ManagersFinance Part of Signature Bank (New York, New York), Signature Securities Group Corp. is a company that provides investment advice. The company is based in New York, NY. William John Maguire has been the CEO of the company since 2007. | Finance |
IDB Capital Corp.
IDB Capital Corp. Investment Banks/BrokersFinance A subsidiary of Israel Discount Bank of New York, IDB Capital Corp. is a broker/dealer headquartered in New York City. The firm provides a full array of trading and execution services for their clients. They do not provide any internal research. IDB is a member of the NASD and the SIPC. | Finance |
| HSBC Brokerage USA, Inc. | Finance |
| UMTB Securities, Inc. | |
| Republic National Bank of New York (Guernsey) Ltd. | Finance |
The Prudential Insurance Company of America, Inc.
The Prudential Insurance Company of America, Inc. Insurance Brokers/ServicesFinance The Prudential Insurance Company of America, Inc. provides investment advice, and insurance products and services. The company was founded in 1875 and is headquartered in Newark, NJ. | Finance |
| Republic Financial Services, Inc. | |
INX Ltd.
 INX Ltd. Investment Banks/BrokersFinance INX Ltd. operates as a digital asset and security token trading platform. The company was founded by Shy Datika in 2017 and is headquartered in Gibraltar, Gibraltar. | Finance |
KB Financial Cos LLC
KB Financial Cos LLC Insurance Brokers/ServicesFinance Part of Digital Insurance LLC, KB Financial Cos LLC is a company that provides financial, tax and estate planning, insurance solutions, wealth management, business succession planning and corporate advisory services. The company is based in Princeton, NJ. The company was founded by James David Kaplan, William Damora. James David Kaplan has been the CEO since incorporation. KB Financial Cos was acquired by OneDigital Investment Advisors LLC on September 27, 2022. | Finance |
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