Fenimore Asset Management, an independent, Capital Region-based investment advisory firm and manager of the FAM Funds family of mutual funds, welcomes Carina Trudell and Jim Haley to its growing team.
Ms. Carina Trudell has been appointed Senior Operations Associate. She is a Voorheesville resident and offers 25 years of investment industry experience. As a strategic leader and accomplished project manager, Ms. Trudell helps drive the firm’s operational and service excellence.
“We are very pleased to have Carina on the team,” said Liza Baran, Director of Shareholder Services & Operations. “As Fenimore continues to grow and evolve operationally, Carina will be integral to our strategic vision and adoption of new technologies to better serve investors.”
Prior to joining Fenimore, Ms. Trudell was the Vice President, Head of Corporate Onboarding and Experience at Goldman Sachs Ayco and held other leadership roles during her 25-year tenure. She earned a bachelor’s degree in business administration from Sage College of Albany.
As Senior Director, Mr. Jim Haley, CFP®, has nearly 30 years of investment industry experience. Based in South Carolina, Mr. Haley partners with individuals, families, nonprofits, and institutions to impart Fenimore’s distinctive investment approach and solutions.
“Jim’s vast experience in building long-term, trust-based relationships and delivering research-driven guidance fits our culture perfectly,” stated Fenimore CEO Anne Putnam. “As a valuable member of our relationship team, Jim will expand our market in the South by helping investors with our thoughtful, long-term approach to achieve their financial goals.”
Mr. Haley served in management at Dividend Assets Capital (DAC) before Fenimore. He is a graduate of Campbell University (Master of Trust and Investment Management), Southeastern Trust School, and Siena University (BS in Finance). Mr. Haley also earned the designation of Certified Financial Planner (CFP®) and a certificate in the principles of Servant Leadership through The Greenleaf Center at Seton Hall University.
Founded in 1974, Fenimore Asset Management is an independent, nationally recognized investment manager with $5.06 billion in assets under management (as of December 31, 2025) 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.
Carina Trudell, Senior Operations Associate
Jim Haley, Senior Director