Your Trusted Investment Partner
ABOUT US
MEET OUR TEAM
At Fenimore, people are our greatest advantage. Our associates are conscientious stewards of our investors’ capital and committed to always serving with integrity. Please see our team below. You can search all associates or view by department.
- All
- FAM Funds Shareholder Services
- Fenimore Client Services
- Investment Operations
- Investment Research
- Management
- Sales And Marketing
- Administration
Tom Putnam
FOUNDER & EXECUTIVE CHAIRMAN
Anne Putnam
CHIEF EXECUTIVE OFFICER
John Fox, CFA®
CHIEF INVESTMENT OFFICER
Michael Balboa
CHIEF FINANCIAL OFFICER
Liza Baran
DIRECTOR OF SHAREHOLDER SERVICES & OPERATIONS
Kevin Smith, CFP®
DIRECTOR OF PRIVATE CLIENT SERVICES
Makayla Tebano
VICE PRESIDENT, MARKETING
Shannon Almy
SENIOR RELATIONSHIP MANAGER
Renee Barratiere
SENIOR RELATIONSHIP MANAGER
Andrew Boord
PORTFOLIO MANAGER, FAM SMALL CAP FUND
Keith Cataldo
DIRECTOR OF TRADING
Rachel Crisafulli
MARKETING ASSOCIATE
Shaun Fagant
REGIONAL DIRECTOR
Palmer Fargnoli
REGIONAL SALES DIRECTOR
Hunter Frayne, CFA®
INVESTMENT RESEARCH ANALYST
Kevin Gioia, CFA®
PORTFOLIO MANAGER, FAM SMALL CAP FUND
Antonio Goodwyn, CFA®
INVESTMENT RESEARCH ANALYST
Paul Hogan, CFA®
PORTFOLIO MANAGER,
FAM DIVIDEND FOCUS FUND
Jesse Koepp, CTFA
SENIOR RELATIONSHIP MANAGER
Joe LeRoy, CFP®
INVESTOR RELATIONS
Erin Luciano
RELATIONSHIP MANAGER
Colleen Marsh
SENIOR SHAREHOLDER SERVICES ASSOCIATE
Bill McCartan
SENIOR DIRECTOR
Wahid Nabi
SHAREHOLDER SERVICES ASSOCIATE
William Preston, CFA®
PORTFOLIO MANAGER,
FAM DIVIDEND FOCUS FUND
Frank Privitera
DIRECTOR OF MARKETING
Karen Rhinehart
DIRECTOR, INFORMATION TECHNOLOGY
Donna Rios
ADMINISTRATIVE ASSISTANT
Marc Roberts, CFA®
PORTFOLIO MANAGER, FAM VALUE FUND
Nancy Singer
SENIOR OPERATIONS SPECIALIST
Michael Weaver
JUNIOR DIRECTOR
Drew Wilson, CFA®
PORTFOLIO MANAGER, FAM VALUE FUND
Donnamarie Kuntzsch
OPERATIONS ASSOCIATE
Jennifer Stinson
ADMINISTRATIVE ASSISTANT
Richard Heim
SENIOR RELATIONSHIP MANAGER
Jonathan Moran
DIRECTOR
Brendan Scoralick
OPERATIONS ASSOCIATE