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Kim Lammers

Kim Lammers

Portfolio Manager at Carderock Capital Management Inc.

New York, NY , United States

About

Kim Lammers serves as a Portfolio Manager at Carderock Capital Management Inc, headquartered in New York, NY. In this role, she is responsible for managing client portfolios, conducting investment research, and implementing asset allocation strategies tailored to client objectives. Her responsibilities likely include monitoring market conditions, performing securities analysis, and engaging clients on portfolio performance.

Her investment expertise primarily centers on public equity markets, though Carderock Capital Management is known for managing balanced portfolios that may also include fixed income assets. Kim leverages her analytical skills to evaluate sector trends and individual company fundamentals, focusing on long-term value creation for her clients.

Before joining Carderock Capital Management, Kim accumulated extensive experience in the investment industry, contributing to her comprehensive knowledge of portfolio construction and risk management. She is recognized for her rigorous due diligence and client-centered approach. Kim’s educational background and professional certifications further support her commitment to delivering high-quality investment management solutions.

Career History

OrganizationRoleDate RangeDetails
CARDEROCK CAPITAL MANAGEMENT INCPortfolio ManagerJul 2022 to Present
Tiedemann AdvisorsVice President, Associate AdvisorJun 2021 to Nov 2021
Build Asset ManagementCredit AnalystDec 2019 to Dec 2020
Johnson Investment CounselPortfolio Manager AssistantApr 2018 to Apr 2019
Fifth Third SecuritiesLicensed Investment Support SpecialistMay 2016 to Apr 2018

Education

University of Kentucky

Bachelor of Science (B.S.), Economics

2012 2016

Others at Carderock Capital Management Inc. (2)

NameRoleLocation
Daniel Kane
Daniel Kane
PMChevy Chase Village, MD , United States
J
James Mersereau
Owner and Portfolio ManagerWashington, DC , United States