Profil
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.
Anciens postes connus de Jim G. Mersereau
| Sociétés | Poste | Fin |
|---|---|---|
Carderock Capital Management, Inc.
Carderock Capital Management, Inc. Investment ManagersFinance Carderock offers active investment management and uses a traditional mix of stocks, bonds and cash that is primarily driven by client’s needs for cash flow, and they refine the mix as market conditions dictate. The firm’s investment philosophy focuses on quality, which we define as established companies that are leaders in their industries, with sound business models, capable management and conservative financials. | Gestionnaire de Portefeuille-Actions | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
Carderock Capital Management, Inc.
Carderock Capital Management, Inc. Investment ManagersFinance Carderock offers active investment management and uses a traditional mix of stocks, bonds and cash that is primarily driven by client’s needs for cash flow, and they refine the mix as market conditions dictate. The firm’s investment philosophy focuses on quality, which we define as established companies that are leaders in their industries, with sound business models, capable management and conservative financials. | Finance |
















