Jim G. Mersereau
Profile
Prior to joining Carderock Capital Management, Mr. Mersereau founded The Mersereau Company in 1986.
He formed investment advisory firm in 1984 as sole proprietorship and was the Senior Vice President of the investment advisory department of Folger, Nolan, Fleming, Douglas, Inc. from 1978 to 1984.
Also, he is the President and founder of Mersereau, Meek, Inc. in 1970 providing investment supervisory and counsel services primarily to individual clients.
Mr. Mersereau received BE degree from the Yale University in 1953.
He is a Member of the Association for Investment Management and Research.
Former positions of Jim G. Mersereau
| Companies | Position | End |
|---|---|---|
Carderock Capital Management, Inc.
 Carderock Capital Management, Inc. Investment ManagersFinance Carderock Capital Management, Inc. (Carderock) is a registered independent wealth management firm headquartered in Chevy Chase, Maryland. Carderock was founded in 1986 to offer an alternative and provide personalized investment management services to individual clients, their families and the organizations and institutions they represent. | Portfolio Manager-Equities | - |
Experiences
Positions held
Linked companies
| Private companies | 1 |
|---|---|
Carderock Capital Management, Inc.
Carderock Capital Management, Inc. Investment ManagersFinance Carderock Capital Management, Inc. (Carderock) is a registered independent wealth management firm headquartered in Chevy Chase, Maryland. Carderock was founded in 1986 to offer an alternative and provide personalized investment management services to individual clients, their families and the organizations and institutions they represent. | Finance |
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