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Our story

Six decades of purpose, progress, and unwavering trust

From our 1960s beginnings in Lower Manhattan to our current Midtown office, our firm is built on six decades of independent research, breaking barriers, and true client alignment. Step into our story and explore the key milestones that shaped who we are today.

Our History

1965

Michael Kimelman and Sheila Baird meet at Anderson & Co, where they work as a trader and an analyst, respectively.

1966

M. Kimelman & Co. is established as a broker dealer and opens its doors at 20 Exchange Place in New York City.

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1972

Pat Ross-Kimelman joins the firm.

1974

Sheila is elected President of the Financial Women’s Association (FWA).

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1975

Sheila discusses the Nucor deal on NYC’s Channel 13 Wall Street Week.

1977

Kimelman & Co. moves to 100 Park Avenue.

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1988

After 40 years at 100 Park Avenue, K&B moves to 800 3rd Avenue.

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K&B Today

With over $1.5B in assets under management, K&B continues to serve every client with a personalized, white-glove approach to financial management.

Featured Perspectives

Fresh insights and honest perspectives on the markets, economy, and the future of wealth, straight from our team.

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Planning for life, partnering for generations.

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