A Legacy of Care, Driven by Purpose
For 60 years, K&B has put people at the center of wealth management. We believe the true measure of a client relationship is time — serving families across three or more generations not just with their portfolios, but with the life decisions that matter most. Grounded in empathy, deep listening, and a culture built on diversity and integrity, we deliver white-glove wealth stewardship designed around your family’s values and long-term vision.
Who We Are
Grounded in Integrity, Aligned with You
Kimelman & Baird is an independent Registered Investment Adviser and broker-dealer in New York City managing $1.4 billion in assets. As fiduciaries, we operate with an uncompromising commitment to putting your interests first. Our partners invest their personal capital directly alongside our clients, establishing the foundation of trust, shared conviction, and partner alignment that has sustained our client relationships across generations.
The team that supports your life’s goals
Scott Kimelman
Partner & Co-Chief Investment Officer
Yasmeen Mock
COO & Senior Wealth Advisor
Joyce Chan
Finance and Operations Manager
Approach & Philosophy
Relationships First, Not Just Returns
Wealth management is about more than performance — it is about purpose. We focus on the life behind the numbers to build strategies that give you clarity, confidence, and freedom.
- Honest Conversations: We listen deeply to your values and priorities, serving as a trusted sounding board for the decisions that matter most.
- Bespoke, Life-Centered Strategies: Every portfolio is custom-tailored around your specific risk profile, timeline, and family milestones — never templated.
- Disciplined Long-Term Focus: Grounded in fundamental research, we take a 3-to-5-year view to look past short-term noise and compound capital over time.
A Connected Network for Your Total Financial Picture
Managing wealth effectively requires complete alignment across every area of your financial life. We serve as your central financial advocate, seamlessly coordinating our internal investment strategy with your existing CPAs, estate attorneys, and tax advisors. By bringing your professional network into harmony, we eliminate complexity and ensure every decision protects and advances your legacy.
Who We Serve
Investing for Your Life, Legacy, and Mission
We provide customized investment management tailored to the distinct needs of both multi-generational families and purpose-driven institutions.
From building a career to planning retirement and transferring wealth, we design portfolios around your timeline, risk profile, and family dynamics — coordinating with your CPA and estate attorney so every decision supports the legacy you want to leave.
We help foundations, endowments, and nonprofit organizations steward their assets with discipline and transparency, aligning investment policy with spending needs and mission so your organization can serve its cause for generations.
How We Help
Life–Centered Planning for Every Milestone
Securing Your Retirement
We coordinate your assets to protect your personal freedom, giving you the clarity to enjoy your time without worrying about market noise.
Growing Your Wealth
We build tax-aware, institutional portfolios together as a single team, giving your capital the protection and focus it deserves.
Navigating Major Life Changes
We handle the heavy lifting and complexity of major life changes so you can move forward with confidence.
Retirement Account Guidance
Protecting and optimizing your hard-earned savings
Retirement Account Guidance
Protecting and optimizing your hard-earned savings
Let’s Start a Conversation
Every meaningful partnership begins with a conversation. Whether you are planning for retirement, navigating a major life transition, or stewarding a charitable mission, we invite you to talk with us about what matters most to you.