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Scott Kimelman
Partner and Co-Chief Investment Officer at Kimelman & Baird, LLC
About
Scott Kimelman is a Partner and Co-Chief Investment Officer at Kimelman & Baird LLC, a New York-based investment management firm, where he oversees portfolio management, investment strategy, and research. In his current role, he is responsible for setting firm-wide investment policy and leading the evaluation and selection of equity and fixed income investments. He is directly involved in designing client portfolios and mentoring the firm’s analyst team.
He has dedicated his career to Kimelman & Baird, progressing from Research Analyst (1991-2000) to Senior Research Analyst (2000-2010), and now Partner and Co-CIO since 2010. Kimelman’s investment focus is primarily on large-cap U.S. equities and fixed income, with sector expertise in consumer, healthcare, financials, and industrials, aligning with the firm’s core-client strategies.
Scott Kimelman holds a degree in Business Administration and Management from Boston University, and has earlier academic credentials from Hackley School and The Birch Wathen Lenox School. His long tenure at Kimelman & Baird marks him as a key contributor to the firm’s research-driven approach and its reputation for tailored portfolio strategies targeting long-term capital appreciation and preservation.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Kimelman & Baird LLC | Partner and Co-Chief Investment Officer | Jan 2010 to Present | Kimelman & Baird, LLC is a registered investment advisor and broker-dealer in New York City with ~$1 billion in assets under management, dually specializing in investment and financial life management... |
| Kimelman & Baird LLC | Senior Research Analyst | Jan 2000 to Jan 2010 | As the senior research analyst on the portfolio management team, responsibilities included: -Preparing detailed financial statement and in-depth analysis & valuation of companies under coverage, peer ... |
| Kimelman & Baird LLC | Research Analyst | Jan 1991 to Jan 2000 | -Responsible for the creation and maintenance of financial models/reports of portfolio companies, identifying new ideas, tracking major events in the equity market. -Involved in all steps of the inves... |
| NYSE | NYSE Member | Jan 1988 to Jan 1991 | One of the youngest members ever to sign NYSE book. Director of all NYSE floor operations for K&B. Executed K&B principal trades and agency trades for the world’s largest investment banks and brokers.... |
| Weiss, Peck & Greer Venture Associates | Trading Assistant | Jan 1986 to Jan 1988 | Account Executive (Series 7/63) collaborating with institutional and high net worth individuals to execute trades on the NYSE, NASD, CBOE and all other major exchanges. Helped design and execute strat... |
Education
Boston University
Business Administration and Management, General
Hackley School
The Birch Wathen Lenox School
Others at Kimelman & Baird, LLC (2)
| Name | Role | Location |
|---|---|---|
| Founding Partner and Co-Chief Investment Officer | New York, NY , United States | |
| Research Analyst | Greenwich, CT , United States |
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