Prior to joining Fenimore, Mr. Wise held national leadership positions with Tandem Wealth Advisors of Phoenix, AZ, and Beaumont Capital Management of Needham, MA. He also served as a retirement income specialist with John Hancock Investments. He is a Chartered Retirement Planning Counselor (CRPC®), an Accredited Investment Fiduciary (AIF®), and a Certified 401(k) Plan Administrator. Mr. Wise holds a bachelor’s degree in political science from Trinity College in Hartford, CT.
Founded in 1974, Fenimore Asset Management is an independent, nationally recognized investment manager with more than $3.6 billion in assets under management (as of 9/30/2022) through its Cobleskill and Albany offices. 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. The firm’s team focuses on in-depth research, investing in carefully selected quality businesses, and providing its investors with highly personalized investment services.