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Sheila Baird
Founding Partner and Co-Chief Investment Officer at Kimelman & Baird, LLC
About
Sheila Baird is the Founding Partner and Chair at Kimelman & Baird, LLC, where she also serves as Co-Chief Investment Officer. Based in New York, she has been a driving force behind the firm's investment strategy and client service ethos since its establishment in 1966, overseeing asset allocation and deeply engaging in each portfolio decision. Sheila's responsibilities include guiding research-driven investment decisions and navigating macroeconomic challenges for clients.
With over 56 years of experience in the financial industry, Sheila has built expertise across multiple asset classes, including equities, bonds, and mutual funds. Kimelman & Baird, under her leadership, has become known for its robust research and focus on U.S. and global equity markets, as well as its commitment to ethical, client-centric portfolio management. She has appeared as an industry expert on "Wall Street Week" and is recognized for her pivotal contributions to stock selection and market analysis, such as her historic recommendation on Nucor Corporation.
Sheila holds a Bachelor's degree in Commerce and Finance from the University of Toronto and maintains FINRA Series 1 and Series 63 licenses. Her professional affiliations include leadership roles in the Financial Women’s Association, and board involvement with various educational, philanthropic, and cultural entities. Sheila is widely respected for her integrity, investment acumen, and her significant role in advancing diversity and ethical standards within the investment advisory sector.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Kimelman & Baird, LLC | Founding Partner and Co-Chief Investment Officer | Nov 1966 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... |
Education
University of Toronto
Bachelor's degree, Business/Commerce, General
Skills & Expertise
Others at Kimelman & Baird, LLC (2)
| Name | Role | Location |
|---|---|---|
| Research Analyst | Greenwich, CT , United States | |
| Partner and Co-Chief Investment Officer | New York, NY , United States |
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