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Fenimore Asset Management and St.Peters Hospital Foundation

The FAM 5 Featured Nonprofits: St. Peter’s Hospital Foundation

Written by Wright Design on . Posted in All News, Company Hightlights, Featured News & Insights, Fenimore in the Community.

The FAM 5 Featured Nonprofits:
St. Peter’s Hospital Foundation

Fenimore Asset Management and St.Peters Hospital Foundation

Fenimore Asset Management is featuring five nonprofits as part of its 50th anniversary celebration and overall 2024 charitable giving. St. Peter’s Hospital Foundation represents Healthcare, one of our five main giving categories.

ST. PETER’S HOSPITAL FOUNDATION, Albany, NY

  • Founded in 1978, St. Peter’s Hospital Foundation serves as the fundraising arm of St. Peter’s Hospital.
  • The purpose of St. Peter’s Hospital Foundation is to advance the Mercy Mission by continuing to provide critical funding to support the programs and services that St. Peter’s Hospital provides.
  • Through the generosity of our community, funds raised support programs and services including Cancer Care Services, Surgical Services, Cardiovascular Care, Maternity Services, NICU, Emergency Medicine, ALS, Women’s Health, Mission Services, and more.
  • The critical funding to St. Peter’s Hospital ensures that our community continues to have access to world-class healthcare and the most advanced technology right here in the Capital Region.
  • In addition to monetary gifts, volunteer opportunities are available at St. Peter’s Hospital through their volunteer services team.

Watch our video that spotlights all five nonprofits.

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  • Fenimore Asset Management and St.Peters Hospital Foundation
  • Fenimore Asset Management and St.Peters Hospital Foundation
  • Fenimore Asset Management and St.Peters Hospital Foundation
  • Fenimore Asset Management and St.Peters Hospital Foundation

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Schoharie Free Library Kids Crafts on the Porch

The FAM 5 Featured Nonprofits: Mohawk Valley Library System

Written by Wright Design on . Posted in All News, Company Hightlights, Featured News & Insights, Fenimore in the Community.

The FAM 5 Featured Nonprofits:
Mohawk Valley Library System

Fenimore Asset Management and Mohawk Valley Library System, Schenectady, NY

Fenimore Asset Management is featuring five nonprofits as part of its 50th anniversary celebration and overall 2024 charitable giving. The Mohawk Valley Library System represents Education, one of our five main giving categories.

MOHAWK VALLEY LIBRARY SYSTEM, Schenectady, NY

  • Mission: The Mohawk Valley Library System (MVLS) serves communities by empowering libraries.
  • The MVLS serves 14 public libraries and their communities in Fulton, Montgomery, Schenectady, and Schoharie Counties.
  • It offers shared resources and services to allow libraries to serve as a nexus for collaborating and building community.
  • Demand for electronic materials, including e-books and audiobooks, is dramatically increasing. The MVLS provides access to a dynamic shared collection of more than 24,000 electronic items.
  • Library activities promote community engagement, foster civic responsibility, and enhance overall quality of life.
  • Volunteers are always needed. You can help out with library programs, join a Friends of the Library group, and more.

Watch our video that spotlights all five nonprofits.

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  • Fenimore Asset Management and Mohawk Valley Library System
  • Schoharie Free Library Kids Crafts on the Porch

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Fenimore Asset Management and Proctors Collaborative

THE FAM 5 Featured Nonprofits: Proctors Collaborative

Written by Wright Design on . Posted in All News, Company Hightlights, Featured News & Insights, Fenimore in the Community.

The FAM 5 Featured Nonprofits:
PROCTORS COLLABORATIVE

Fenimore Asset Management is featuring five nonprofits as part of its 50th anniversary celebration and overall 2024 charitable giving. Proctors Collaborative represents The Arts, one of our five main giving categories.

PROCTORS COLLABORATIVE, Schenectady, NY

  • As an arts and community development organization, Proctors Collaborative makes a wide variety of performing arts experiences accessible, while also supporting the community behind the scenes.
  • Founded in 1977 by community advocates who rescued the 1926 Proctors theatre from demolition, the organization has grown to become the region’s destination for touring Broadway shows.
  • In 2012, Proctors launched an affiliation with Capital Repertory Theatre, modeling how organizations can work together to share services for mutual benefit across the region.
  • The Collaborative partnered with Universal Preservation Hall in 2016 and Schenectady-Saratoga Symphony Orchestra in 2022.
  • The partnership of venues hosts more than 1,700 events per year, attended by 650,000 people.
  • The Collaborative supports 1,300 direct and indirect jobs and makes a $45 million annual impact on the region’s economy.

Watch our video that spotlights all five nonprofits.

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  • Fenimore Asset Management and Proctors Collaborative
  • Fenimore Asset Management and Proctors Collaborative
  • Fenimore Asset Management and Proctors Collaborative

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Celebrating 50 Years in the Community with 5 Nonprofits

Written by Wright Design on . Posted in All News, Community Spotlight, Company Hightlights, Featured News & Insights, Fenimore in the Community.

Celebrating 50 Years in the Community

The FAM 5 Featured Nonprofits

Fenimore Asset Management is featuring five nonprofits as part of its 50th anniversary celebration and overall 2024 charitable giving. 

The organizations represent each of Fenimore’s main giving categories:
The Arts, Education, Healthcare, Human Services, and Youth Development.
The nonprofits are:

  • The Arts = Proctors Collaborative
  • Education = Mohawk Valley Library System
  • Healthcare = St. Peter’s Hospital Foundation
  • Human Services = Regional Food Bank
  • Youth Development = Double H Ranch
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“These are only a few of the hundreds of organizations that are the lifeblood of the Capital Region,” said Fenimore CEO Anne Putnam. “They are our neighbors, our friends, and our support systems that keep us going each and every day.”

“We want to raise awareness and help educate the public about each of these impressive organizations,” shared Fenimore President Christian Snyder. “Our vision is to transform lives and transform communities for generations as we continue to support more than two hundred nonprofits each year.”

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FENIMORE NAMES JUSTINE PHOENIX TO THE FAM FUNDS BOARD OF TRUSTEES

Written by Makayla Tebano on . Posted in All News, Company Hightlights, Featured News & Insights.

FENIMORE NAMES JUSTINE PHOENIX TO THE FAM FUNDS BOARD OF TRUSTEES

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    Fenimore Asset Management, an independent, Capital Region-based investment advisory firm and manager of the FAM Funds family of mutual funds, announces that Justine Phoenix — Vice President, Distribution & Broker Dealer Engagement & Head of Diversity Project North America at Nicsa — has joined the FAM Funds Board of Independent Trustees. She has more than 30 years of experience in asset management and intermediary distribution, including client relationship management, business development, and operations.

    In her role at Nicsa, Ms. Phoenix is responsible for developing and amplifying programs for distribution and broker dealer executives. She also oversees their Diversity Project North America and works with the CEO Advisory Council and Executive Committee to guide and direct its activities.

  • Andrew Boord, Portfolio Manager - Fenimore Small Cap Strategy

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Prior to Nicsa, Ms. Phoenix was Vice President, Senior Relationship Manager at Fidelity Investments where she led relationship management for the Fidelity FundsNetwork®. Before Fidelity, she was Director of Operations for the Investment Company Institute (ICI) and responsible for all mutual fund operations and distribution activities. Additionally, Ms. Phoenix held leadership positions at Massachusetts Financial Services and Boston Financial Data Services.  

“Justine has extensive experience in the mutual fund industry and is very talented,” said Tom Putnam, Founder and Executive Chairman of Fenimore Asset Management. “Her knowledge, insights, and guidance should benefit our investors for many years to come.”

Founded in 1974, Fenimore Asset Management is an independent, nationally recognized investment manager with more than $5.02 billion in assets under management (as of March 31, 2024) through its Cobleskill headquarters and Albany office. The firm’s team focuses on in-depth research, investing in the stocks of carefully selected quality businesses, and providing its investors with highly personalized investment services. Fenimore offers both individually managed portfolios and a family of mutual funds (FAM Funds) that can be used for retirement and other long-term investment planning.

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Richard Heim and Jonathan Moran Join Fenimore

Written by Makayla Tebano on . Posted in Company Hightlights, Featured News & Insights.

RICHARD HEIM AND JONATHAN MORAN JOIN FENIMORE

Fenimore Asset Management, an independent, Capital Region-based investment advisory firm and manager of the FAM Funds family of mutual funds, welcomes Richard Heim and Jonathan Moran to the firm’s growing team.

Mr. Richard “Rick” Heim has been appointed Senior Relationship Manager. He is a Malta resident and offers more than 25 years of investment industry experience. Mr. Heim customizes and curates portfolios for individual and institutional investors to help them achieve their financial goals.

“We are very pleased to have Rick join Fenimore,” shared Kevin Smith, Director of Private Client Services. “His experience, knowledge, and commitment to serving investors with excellence underscores our mission. He is a valued addition to the team.”

Prior to joining Fenimore, Mr. Heim was a Vice President and Financial Consultant with Charles Schwab for more than 15 years and a Financial Consultant with AXA Advisors. He earned a bachelor’s degree in business management from Green Mountain College.

As Director, Mr. Jonathan Moran informs and educates financial professionals about Fenimore’s investment solutions.

“Jonathan’s experience working with financial advisors will allow him to be a vital contributor to our third-party distribution and service team,” said CEO Anne Putnam. “His dedication to developing long-term relationships to assist advisor allocations reinforces Fenimore’s approach.”

Mr. Moran held various positions with Lazard Asset Management and The Ayco Company before joining Fenimore. He is an Accredited Investment Fiduciary (AIF®). A Niskayuna native, Mr. Moran is involved in the community and holds a bachelor’s degree in finance from Siena College.

Founded in 1974, Fenimore Asset Management is an independent, nationally recognized investment manager with more than $5.02 billion in assets under management (as of March 31, 2024) through its Cobleskill headquarters and Albany office. The firm’s team focuses on in-depth research, investing in the stocks of carefully selected quality businesses, and providing its investors with highly personalized investment services. Fenimore offers both individually managed portfolios and a family of mutual funds (FAM Funds) that can be used for retirement and other long-term investment planning.

  • Andrew Boord, Portfolio Manager - Fenimore Small Cap Strategy

    Senior Relationship Manager

    Rick Heim, Senior Relationship Manager

  • Andrew Boord, Portfolio Manager - Fenimore Small Cap Strategy

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    Jonathan Moran, Director

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FENIMORE CELEBRATES NEW ALBANY OFFICE ON WOLF ROAD AND 50TH ANNIVERSARY

Written by Makayla Tebano on . Posted in Company Hightlights, Featured News & Insights.

FENIMORE CELEBRATES NEW ALBANY OFFICE ON WOLF ROAD AND 50TH ANNIVERSARY

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    Fenimore Asset Management, an independent, Capital Region-based investment advisory firm and manager of the FAM Funds family of mutual funds, held a ribbon cutting today to celebrate the company’s opening of its new Albany office at 142 Wolf Road. This is one of several celebrations as the firm marks 50 years of business this year.

    Conveniently located next to Frank Adams Jewelers and across from Shoppers Park, the new location is more than double the size of Fenimore’s previous Albany office. The larger space accommodates multiple operating groups to better serve investors. It also supports the firm’s growing team, including several long-tenured and new associates who live regionally.

    Fenimore’s Albany office is open Monday through Friday from 8:30 a.m. to 5 p.m. Stop by or call 518.234.4393 to schedule an appointment.

  • Andrew Boord, Portfolio Manager - Fenimore Small Cap Strategy

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“We wanted to make sure that the investor experience and work environment are the same as our Cobleskill headquarters while increasing our Capital Region visibility and access,” shared Fenimore President Christian Snyder. “People can meet with us and benefit from Fenimore’s half-century of experience in successfully navigating complex economic and financial market cycles.”

“In honor of our 50th anniversary, we’d also like to announce that we will be making five major charitable gifts in the region as part of our overall culture of philanthropic support,” said Fenimore CEO Anne Putnam. “The donations will be in the areas of The Arts, Education, Health Care, Human Services, and Youth Development.”

Founded in 1974, Fenimore Asset Management is an independent, nationally recognized investment manager with more than $5.02 billion in assets under management (as of March 31, 2024) through its Cobleskill headquarters and Albany office. The firm’s team focuses on in-depth research, investing in the stocks of carefully selected quality businesses, and providing its investors with highly personalized investment services. Fenimore offers both individually managed portfolios and a family of mutual funds (FAM Funds) that can be used for retirement and other long-term investment planning.

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Palmer Fargnoli Joins Fenimore as Regional Sales Director

Written by Makayla Tebano on . Posted in Company Hightlights, Featured News & Insights.

Palmer Fargnoli Joins Fenimore as Regional Sales Director

Fenimore Asset Management, an independent, Capital Region-based investment advisory firm and manager of the FAM Funds family of mutual funds, hired Palmer Fargnoli as Regional Sales Director. In his role, Mr. Fargnoli meets with individuals, families, nonprofits, and institutions to impart Fenimore’s distinctive investment approach and solutions.

“Palmer has a history of fostering trust and developing long-term relationships, so he fits our culture very well,” said Fenimore CEO Anne Putnam. “He is committed to helping our investors achieve their financial goals and is dedicated to community service.”

Mr. Fargnoli’s extensive career includes more than 25 years of sales and fundraising experience for higher education institutions and nonprofits. He holds a BA from Union College and two MS degrees from Syracuse University.

Founded in 1974, Fenimore Asset Management is an independent, nationally recognized investment manager with more than $4.57 billion in assets under management (as of December 31, 2023) through its Cobleskill and Albany offices. The firm’s team focuses on in-depth research, investing in the stocks of carefully selected quality businesses, and providing its investors with highly personalized investment services. Fenimore offers both individually managed portfolios and a family of mutual funds (FAM Funds) that can be used for retirement and other long-term investment planning.

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Palmer Fargnoli

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