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.
Rick Heim, Senior Relationship Manager
Jonathan Moran, Director