Kimelman & Baird, Llc
Kimelman & Baird, LLC is a registered investment advisor and broker-dealer in New York City with $1.4 billion in assets under management. K&B understands that money is just fuel for living the life you want and living richly means something different for each person. We help individual clients and families discover what is most important to them by having an honest conversation about life. We then translate those goals into an active investment strategy that helps clients fulfill their aspirations and dreams. Kimelman & Baird have been serving individuals and families for over 55 years, providing investment management, retirement planning, and intergenerational wealth transfer. K&B also manages investment portfolios for foundations and non-profit organizations. When you are ready to work with an investment advisor that takes the time to listen and learn about you, give us a call. You’ll find the honesty refreshing. We Listen. We Learn. We Invest. Contact Us (212) 686-0021 nwilson@kimelmanbaird.com Securities and advisory services are offered through Kimelman & Baird, LLC, Member FINRA/SIPC and an SEC Registered Investment Adviser. Investing involves risk, including possible loss of principal. Past performance does not guarantee future results. K&B does not control and is not responsible for any third-party content on this page or any other third-party sites that may be linked to by this page.
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Verified contacts
12
available on Kipplo
LinkedIn employees
11
1 to 10 range
Open roles
—
no listings
Distinct roles
9
indexed titles
Tech stack
1
tools in use
Monthly traffic
56
organic / mo
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- YM
Yasmeen M.
Partner - COO, Head of Client Relations and Portfolio Administration · Other
EmailPhone - GB
Gabriela Bruzzo
Operations and Client Service Coordinator · Other
EmailPhone - SB
Sheila Baird
Founding Partner & Co-chief Investment Officer · Finance & Accounting
EmailPhone - PK
Pat Kimelman
Administrative Director · General Business & Management
EmailPhone - JV
Jack Vanneck
Research Analyst · Finance & Accounting
EmailPhone - NW
Nicole Wilson
Operations & Client Service Coordinator · Other
EmailPhone - SK
Scott Kimelman
Partner & Co-chief Investment Officer · Finance & Accounting
EmailPhone - SB
Sheila Baird
Founding Partner & Co-chief Investment Officer · Finance & Accounting
EmailPhone
Showing 8 of 12 verified contacts
Top roles at Kimelman & Baird, Llc
9 distinct titles indexed · top 9 shown.
- 2founding partner & co-chief investment officer
- 2operations and client service coordinator
- 2partner & co-chief investment officer
- 1administrative director
- 1economics & french student at the university of miami
- 1operations & client service coordinator
- 1partner - coo, head of client relations and portfolio administration
- 1research analyst
- 1summer intern
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