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
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| CARDEROCK CAPITAL MANAGEMENT INC | Portfolio Manager | Jul 2022 to Present | — | 
| Tiedemann Advisors | Vice President, Associate Advisor | Jun 2021 to Nov 2021 | — | 
| Build Asset Management | Credit Analyst | Dec 2019 to Dec 2020 | — | 
| Johnson Investment Counsel | Portfolio Manager Assistant | Apr 2018 to Apr 2019 | — | 
| Fifth Third Securities | Licensed Investment Support Specialist | May 2016 to Apr 2018 | — | 
Education
University of Kentucky
Bachelor of Science (B.S.), Economics
2012 — 2016
Others at Carderock Capital Management Inc. (2)
| Name | Role | Location | 
|---|---|---|
| PM | Chevy Chase Village, MD , United States | |
| JJames Mersereau | Owner and Portfolio Manager | Washington, DC , United States |