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 $1.5 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
Partner, COO & Senior Wealth Advisor
Sapan Vyas, CFA®
Partner, Co-Chief Investment Officer & Senior Wealth Advisor
Joyce Chan
Finance and Operations Manager
Nicole Wilson
Client Relationship Manager
Gabriela Bruzzo
Operations and Client Service Coordinator
Jack Vanneck
Research Analyst
Jack Kimelman
Trading Operations and Research Associate
Sheila Baird
Founder & Chair
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 advisors into alignment, we work to reduce complexity and help align every decision with your broader 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.
Holistic, life-centered planning across life stages.
We work with families across time horizons simultaneously—managing assets for those who built them, seeking growth for future generations, and preparing rising family members to be thoughtful stewards. From pre-retirees and business owners to inheritors and high earners, we tailor our guidance to your exact milestones.
Fiduciary experience and mission-aligned investing.
Capital preservation for charitable organizations is a responsibility to a mission. Because our partners have served as Board Chairs, Treasurers, and Investment Committee members, we carry true fiduciary experience. We help endowments and foundations balance immediate spending needs with long-term capital growth.
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 Transitions
We handle the heavy lifting and complexity of major life changes so you can move forward with confidence.
Protecting Your Family
& Legacy
We help you protect your assets and prepare the next generation, ensuring your family’s wealth continues to support your shared values.
Making an Impact
We help you align your wealth with your deepest values. Together, we structure smart, legacy-minded strategies that support the causes and communities closest to your heart.
Let’s Start a Conversation
Every meaningful partnership begins with a conversation. Whether you are planning for retirement, navigating a life transition, or stewarding a mission, we invite you to talk with us today.