James Mersereau

James W. Mersereau, CFA, is a Portfolio Manager at Carderock Capital Management, Inc., an independent investment advisory firm based in Washington, DC. He is responsible for managing client portfolios, developing investment strategies, and overseeing asset allocation decisions for individual and institutional clients.

Mersereau's expertise includes equity and fixed income investing, with particular focus on large-cap U.S. equities and diversified multi-asset portfolios. He leverages fundamental analysis and disciplined risk management to guide investments primarily within public markets sectors.

Before joining Carderock, Mersereau held investment roles at Riggs National Bank from 1983 to 1986 and at Merrill Lynch from 1979 to 1983. He is a Chartered Financial Analyst (CFA), reflecting his deep commitment to professional standards and analytical rigor in portfolio management.