Investing in the Future

Written by Spiral Design on March 24, 2023. Posted in All News, Fenimore in the Community.

Investing in the Future

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Fenimore associates participated in several different career and investment education events for students recently as part of our ongoing commitment to investing in future generations. Highlights include:

Middleburgh Central School District Career Day

Fenimore was proud to be among the 40+ businesses and organizations participating in Middleburgh Central School District Career Day.

Students in grades 7^th through 12^th had the opportunity to select areas of interest from different career groupings. Within each group, presenters spent time with the students discussing their organization, role within the organization, career background and required skills. During each of these sessions, Joe LeRoy, an Investor Relations professional at Fenimore, spoke to students about the tradeoffs between spending, borrowing, and investing, the importance of time in the market and the critical skills and background required to serve investors.

Liberty Partnerships Program Career Fair at SUNY Cobleskill

Liza Baran, Director of Shareholder Services & Operations, welcomed the opportunity to attend the Liberty Partnerships Program Career Fair at SUNY Cobleskill. The fair provided an opportunity for SUNY Cobleskill students to explore a wide variety of careers. Liza was able to meet with students as they stopped by the Fenimore table to ask questions and learn about the types of careers at Fenimore, educational requirements, and daily business activities.
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Junior Achievement Titan CEO Challenge

Junior Achievement (JA) brings business leadership skills and inspiration to nearly 150 Capital Region high schools. During the recent JA Titan CEO Challenge, Christian Snyder, J.D., CFA®, President of Fenimore, was pleased to be among the local CEO/President mentors.

The goal of the JA Titan CEO Challenge is “…a focus on financial analysis and insights into the workforce, JA Titan brings business economics to life with decision-making across all functions of the students’ simulated companies.” Each class was paired with a mentor that shared their personal experiences related to business management, tying together first-hand knowledge and the popular simulation challenge in which students compete as business CEOs.

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Fenimore Day at Ellms Farm

Written by Spiral Design on October 24, 2022. Posted in All News, Fenimore in the Community.

Fenimore Day at Ellms Farm

Every fall since 2005, Ellms Family Farm opens its gates to welcome people from all over the Capital Region to their farm in Ballston Spa, NY. For many families, the combination of activities, pumpkins, and cider donuts make it a ‘must-do’ event.

Fenimore had the opportunity to partner with Ellms for the 2022 fall season to sponsor the music stage and host a Fenimore Day. During the Fenimore Day, members of the Fenimore team and their families spent a Saturday at Ellms passing out donuts and hosting guessing games for attendees.

‘Supporting our community for generations’ continues to be part of Fenimore’s legacy and the team was thrilled to enjoy a day with their families and support a 3^rd generation family business, Ellms Family Farm.

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The Joshua Project Summer Lunch Program

Written by Spiral Design on September 14, 2022. Posted in All News, Fenimore in the Community.

The Joshua Project Summer Lunch Program

The Joshua Project does wonderful things feeding our neighbors throughout Schoharie County and Fenimore was thrilled to work in partnership with them to provide lunches and healthy snacks to individuals and families during this past summer.

Throughout the month of August, every Friday a team of associates would cook and serve pizza, prepare salads, fruits and snacks to attendees. Across the four Fridays, Fenimore assisted in preparing and serving over 175 lunches at the Cobleskill United Methodist Church.

“Partnering with the Joshua Project to help serve lunches this summer has been an honor. Knowing that we contributed in a small way to being part of a community that helps and serves others is inspiring.”

— Shannon Almy, Relationship Manager

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27 Years & Running

Written by Spiral Design on September 9, 2022. Posted in All News, Community Spotlight, Fenimore in the Community.

27 Years & Running

An Interview with FAM 5k Team Captain, Keith Cataldo

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Since 1994, Fenimore Asset Management has held its annual FAM 5K “Fund” Run/Walk each September (except during COVID-19). Preparations for this year’s race on September 24^th are already in full swing and we caught up with Keith Cataldo, Director of Trading and Operations at Fenimore and the FAM 5k Team Captain to learn more about why he became the organizer of this race what that means to him.
1. HOW DID YOU BECOME THE FAM 5K TEAM CAPTAIN?
  I was just lucky, I guess!
  
  I am the 3^rd member of the Fenimore Family to take over the reigns as Race Director. I had some big sneakers to fill following our previous two directors (George Chelius & Peter Sweetser).
  
  Six years ago, I started to assist Peter with some of the race coordination. Once you understand the impact the race has had and will continue to have on the charities and our community, who wouldn’t want to be part of that?
  
  It’s a lot of work but an honor to be associated with the race.
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AFTER A 2-YEAR HIATUS, THE FAM 5K IS BACK WITH YOU LEADING THE WAY. WHAT IS ONE WORD YOU WOULD USE TO DESCRIBE BEING ABLE TO CONDUCT THIS RACE AGAIN IN OUR COMMUNITY?
Opportunity!

During the pandemic when we were unable to host the FAM5k, Fenimore continued to support these organizations behind the scenes. However, the race is what provides the “Opportunity” to bring attention to five outstanding organizations. Organizations that make the lives of people better; that make our community better.

BY DAY, YOU ARE FENIMORE’S DIRECTOR OF TRADING. EVERY YEAR AROUND THIS TIME YOU TRANSFORM INTO OUR FAM 5K TEAM CAPTAIN – 2 VERY DIFFERENT ROLES. ARE THERE ANY SIMILARITIES?
I think that both roles require someone that can be comfortable with making decisions.

As the Director of Trading my job is to try get all our clients the best possible entry or exit price on an investment. I must decide when to buy or sell a security to ensure that I put our client’s best interest first. I may not always be right, but I will have a reason for making that decision at that time.

It’s the same with my role as race director. I look at all the information and make a decision that I believe is in the best interest of the race that year. It’s impossible to always be right, but you need to be comfortable with your decision and able to learn from any mistakes.

WHAT IS ONE BEHIND THE SCENES DETAIL OF ORGANIZING A COMMUNITY 5K THAT PEOPLE WOULD BE SURPRISED TO KNOW?
People are usually surprised when I tell them that I begin my preparation for the September FAM5K at the end of January. I have built a spreadsheet to help keep me and the race timeline on track. The first order of business is always to sign a contract securing the Cobleskill Fairgrounds (where the race is hosted), followed by contacting the board for that year’s charity race recipient.

I have over 80 separate checkbox items on my sheet that range from ordering T-Shirts to testing walkie-talkies.

There are two certainties as race director:

- You can never be too prepared.
- You will always forget something.

WHAT’S EASIER TO YOU – RUNNING A 5K OR ORGANIZING A 5K?
I don’t by any measure consider myself to be a runner. But running a 5K would be much easier than organizing one. The FAM5K is also considered a “Run/Walk”. I wouldn’t be setting any new course records (Male: 14:26 & Female: 16:06), but I know I would have a lot of fun competing with family and friends.

WHAT IS YOUR FAVORITE PART OF RACE DAY?
Is it bad to say when it’s over? In the immortal words of John “Hannibal” Smith from my favorite 80’s Television show The A-Team:

“I love it when a plan comes together”

Join Keith and Fenimore on September 24th to walk/run and support our mission of endorsing and promoting the qualities of family, health, and service to our community.

Learn more and register here: http://www.fam5k.com/

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Helios Care Community Project

Written by Spiral Design on March 31, 2022. Posted in All News, Fenimore in the Community.

HELIOS CARE COMMUNITY PROJECT

At Helios Care, employees and volunteers work towards “Making Life Easier for patients and families facing serious illness or end of life by providing choices, dignity and compassionate care.”

Earlier this month, Fenimore associates worked together in hopes of making life a little easier for the employees and volunteers who travel every day and provide care for Helios Care patients.

Our associates assembled and delivered 150 gift bags filled with portable phone chargers and gifts cards in hopes of making their travels a little easier. Thank you to everyone at Helios Care for your hard work and dedication to Helios Care and our community. We sincerely hope those tokens of appreciation helped to make a small difference in your day.

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Food For Thought

Written by Spiral Design on March 23, 2022. Posted in All News, Community Spotlight, Fenimore in the Community.

FOOD FOR THOUGHT

The Regional Food Bank of Northeastern New York distributed more than 51 million pounds of food and grocery products in 2021 — the equivalent of 42 million meals — across 23 counties! The need is great … and growing.

The Regional Food Bank is responding to the surge in demand for their services due to rising grocery and fuel costs, while also handling supply chain issues and rising operational costs. Their mission “is to alleviate hunger and prevent food waste.”

In mid-March, our associates helped Regional Food Bank partner agencies load their food orders. It was a very enjoyable and meaningful morning!

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A Safe Place to Learn & Grow

Written by Spiral Design on February 8, 2022. Posted in All News, Community Spotlight, Featured News & Insights, Fenimore in the Community.

BOYS & GIRLS CLUBS OF SCHENECTADY

Fenimore’s associates are grateful for our longtime partnership with the Boys & Girls Clubs of Schenectady. It’s an honor to support their life-changing work and help provide state-of-the-art spaces equipped with technologies designed to protect their children and teens.

“The Mission of the Boys & Girls Clubs of Schenectady is to inspire and enable all young people, especially those who need us most, to reach their full potential as productive, caring, responsible citizens.”

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Season’s Greetings – Holiday Community Project Round-up

Written by Spiral Design on November 18, 2021. Posted in All News, Fenimore in the Community.

HOLIDAY COMMUNITY PROJECT ROUND-UP

Throughout the month of December and through many organizations, the Fenimore team participated in several opportunities to spread cheer in our community.

01 Joshua Project Adopt-a-Family

Fenimore associates helped to make Christmas merry and bright for 3 families by working with the Joshua Project to provide over 65 gifts.

02 Toys for Tots

Continuing our tradition, Fenimore was happy to fill a box for the Toys for Tots program.

03 Middleburgh Miracle on Main Street

The 23rd annual celebration Middleburgh’s Miracle on Main Street was held on December 10th. The streets were filled with carolers, a musical light show, a petting zoo, and Mr. & Mrs. Claus. Fenimore sponsored the horse and carriage ride that was available to all attendees and we added to the festive glow of the evening by handing out Santa hats and light-up necklaces.

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04 Senior Stockings Delivery for Mechanicville Community Center

Fenimore associates, spouses, siblings, and kids all came together to deliver 60 gift bags to Seniors in the Mechanicville area in partnership with the Mechanicville Community Center. We hope the socks, blankets and warm wishes will help keep everyone cozy throughout the season.

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FAM 5K “DAY OF THANKS” 2021

Written by Spiral Design on October 9, 2021. Posted in All News, Featured News & Insights, Fenimore in the Community.

FAM 5K “DAY OF THANKS” 2021

Fenimore associates kept the tradition alive of gathering at the Cobleskill Fairgrounds on the fourth Saturday in September. Fenimore did not hold the Annual FAM 5K “Fund” Run/Walk this year due to COVID-19, but the team met up on Saturday, September 25^th to assist in the maintenance and closing of the fairgrounds for the season.

Projects for the Fenimore team included:

Scraping and painting the side of a barn
Building and painting of picnic tables
Fortifying windows

We wanted to extend our support and “thanks” to the Cobleskill Fairgrounds as well as the other local charities the race supports, including:

Catholic Charities of Delaware, Otsego, and Schoharie Counties
Cobleskill Regional Hospital
Helios Care
Schoharie Arc
Schoharie County Community Action Program

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Helping Those Who Help Others

Written by Spiral Design on August 11, 2021. Posted in All News, Company Hightlights, Featured News & Insights, Fenimore in the Community, Uncategorized.

HELPING THOSE
WHO HELP OTHERS

The Fenimore team was excited to kickoff summer by planting flowers outside the Cobleskill Regional Hospital. We sincerely hope the beautiful flowers and bright colors serve as a welcome sight for patients, visitors, and our healthcare workers.

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Investing in the Future

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Fenimore Day at Ellms Farm

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The Joshua Project Summer Lunch Program

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27 Years & Running

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HELIOS CARE COMMUNITY PROJECT

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FOOD FOR THOUGHT

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BOYS & GIRLS CLUBS OF SCHENECTADY

HOLIDAY COMMUNITY PROJECT ROUND-UP

01 Joshua Project Adopt-a-Family

02 Toys for Tots

03 Middleburgh Miracle on Main Street

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04 Senior Stockings Delivery for Mechanicville Community Center

FAM 5K “DAY OF THANKS” 2021

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HELPING THOSEWHO HELP OTHERS

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HELPING THOSE
WHO HELP OTHERS