Fenimore Asset Management, Inc.

Anne Putnam is a financial advisor with Fenimore Asset Management, Inc., holding Series 63 and Series 65 licenses and 20 years of industry experience. She has worked with Fenimore since 2006. Outside of her advisory role, she serves as a governance assistant for the Reformed Church of America, participating in quarterly meetings. Fenimore Asset Management provides discretionary portfolio management to individual and institutional clients, including mutual funds and privately offered pooled investment vehicles. The firm employs a bottom-up, value-oriented investment approach based on fundamental company and credit analysis.

Palmer Fargnoli is a financial advisor at Fenimore Asset Management, Inc. with two years of industry experience. He previously worked at The Stockade Consulting Group, Inc. for nine years before joining Fenimore Securities, Inc. Fargnoli holds a Series 66 designation and is a shareholder and board participant in Quadshift Inc., a vertical and B2B software company. Fenimore Asset Management provides discretionary portfolio management to individual and institutional clients, including mutual funds and private pooled investment vehicles. The firm employs a bottom-up, value-oriented investment approach based on fundamental company and credit analysis.

Brendan Scoralick is a financial advisor at Fenimore Asset Management, Inc. with three years of industry experience. He holds a Series 66 designation and previously worked at Fenimore Securities, Inc. and Farm Credit East, ACA. Outside of his advisory role, he is co-owner and lead consultant of 24S Agency LLC, a marketing and business management firm, and serves as vice president of the Schoharie County Farm Bureau, an agricultural nonprofit. Fenimore Asset Management provides discretionary portfolio management to individual and institutional clients, applying a bottom-up, value-oriented investment approach based on fundamental analysis. The firm offers a range of investment vehicles, including mutual funds and separately managed accounts, and supports clients with periodic reporting and model portfolios through third-party sponsors.

Jonathan Moran is a financial advisor at Fenimore Asset Management, Inc. He holds Series 65 and Series 66 licenses and has eight years of industry experience. Prior to joining Fenimore in 2024, he worked at Lazard Asset Management and The Ayco Company. Outside of finance, he owns a local retail business specializing in t-shirt sales. Fenimore Asset Management provides discretionary portfolio management to individual and institutional clients using a bottom-up, value-oriented investment approach based on fundamental analysis. The firm manages a range of accounts and funds, including mutual funds and private pooled vehicles, and offers model portfolios and written financial planning services.

Jesse Koepp is a financial advisor with Fenimore Asset Management, Inc., holding Series 63, 65, and 66 licenses and 18 years of industry experience. He has been with Fenimore since 2012. Fenimore Asset Management provides discretionary portfolio management to individual and institutional clients, employing a bottom-up, value-oriented investment approach based on the principles of Graham and Dodd. The firm manages a variety of accounts and funds, including mutual funds and private pooled vehicles, and offers model portfolios and financial planning services through third-party sponsors.

Christian Snyder is a CFA® charterholder with five years of industry experience. He is currently with Fenimore Asset Management, Inc., where he has worked since 2022. Prior to this, he was employed at The Ayco Company, L.P. and Mercer Allied for a combined eight years. Fenimore Asset Management provides discretionary portfolio management services to individual and institutional clients, using a bottom-up, value-oriented investment approach based on fundamental company and credit analysis. The firm manages a variety of accounts and funds, including mutual funds and private pooled investment vehicles, and offers non-discretionary model portfolios through third-party sponsors.

Matthew Laverty is a financial advisor at Fenimore Asset Management, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Fenimore since 2017, with prior roles at NBT Bank and Ameriprise Financial. Fenimore Asset Management provides discretionary portfolio management to individual and institutional clients, offering separately managed accounts, mutual funds, and private pooled investment vehicles. The firm employs a bottom-up, value-oriented investment approach based on fundamental analysis and serves a diverse client base including corporations, trusts, pension plans, and non-profit organizations.

Erin Luciano is a financial advisor at Fenimore Asset Management, Inc. with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Fenimore since 2018. Her prior experience includes positions at Samuel A. Ramirez & Co., Inc. and C.L. King & Associates. Fenimore Asset Management provides discretionary portfolio management to individual and institutional clients, including mutual funds and private pooled investment vehicles. The firm employs a bottom-up, value-oriented investment approach based on fundamental company and credit analysis.

William Wise is a financial advisor at Fenimore Asset Management, Inc. with 14 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Fenimore in 2022, he worked at Tandem Wealth Advisors LLC, Beaumont Capital Management LLC, and Beaumont Financial Partners LLC. Fenimore Asset Management provides discretionary portfolio management to individual and institutional clients, offering separately managed accounts, mutual funds, and pooled investment vehicles. The firm follows a bottom-up, value-oriented investment approach based on fundamental company and credit analysis.

Kevin Smith is a CFP® with nine years of industry experience, currently serving at Fenimore Asset Management, Inc. since 2017, following a twelve-year tenure at Berkshire Bank. He holds leadership roles in several nonprofit organizations, including serving as president of the Estate Planning Council of Eastern New York and board member positions at both the Schenectady Community Foundation and Schenectady Community Home. Fenimore Asset Management provides discretionary portfolio management to individual and institutional clients, employing a bottom-up, value-oriented investment approach based on fundamental analysis. The firm manages a variety of accounts and funds, offers model portfolios through third-party sponsors, and maintains unique structural arrangements uncommon among multi-team firms.

Wahid Nabi is a financial advisor at Fenimore Asset Management, Inc. with two years of industry experience. He holds a Series 66 designation and has worked at Fenimore Securities, Inc. and Jahani and Associates, among other firms. Fenimore Asset Management provides discretionary portfolio management to individual and institutional clients, including separately managed accounts, mutual funds, and private pooled investment vehicles. The firm employs a bottom-up, value-oriented investment approach based on fundamental analysis and manages accounts under distinct mandates with periodic reporting to clients.

Shaun Fagant is a financial advisor at Fenimore Asset Management, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, Scott Mc Cauley, and Ayco. Fenimore Asset Management provides discretionary portfolio management to a diverse client base including individuals, institutions, trusts, and non-profit organizations. The firm employs a bottom-up, value-oriented investment approach based on fundamental company and credit analysis for both equity and fixed-income securities.

Ricki Lyn Wrigley is a financial advisor at Fenimore Asset Management, Inc. with 25 years of industry experience. She holds a Series 66 designation and has worked previously at LPL Financial, TIAA-CREF, and Empower Financial Services. Fenimore Asset Management provides discretionary portfolio management to individual and institutional clients, offering separately managed accounts, mutual funds, and private pooled investment vehicles. The firm employs a bottom-up, value-oriented investment approach based on fundamental company and credit analysis, managing accounts under distinct mandates with periodic monitoring and reporting.

James Haley is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Fenimore Asset Management, Inc. He previously worked at Dividend Assets Capital, LLC, SunTrust Advisory Services, and SunTrust Bank. Fenimore Asset Management provides discretionary portfolio management to individual and institutional clients, employing a bottom-up, value-oriented investment approach based on fundamental company and credit analysis. The firm manages various accounts and funds, offers model portfolios through third-party sponsors, and serves as adviser to both registered investment companies and a private fund.

Richard Heim Jr. is a financial advisor at Fenimore Asset Management, Inc. with 24 years of industry experience. He holds a Series 66 designation and has worked at Fenimore Securities since 2024. Outside of his advisory role, he has served as a referee since 2010 and has been affiliated with Charles Schwab and Charles Schwab Bank since 2008. Fenimore Asset Management provides discretionary portfolio management to individual and institutional clients, including separately managed accounts, mutual funds, and private pooled investment vehicles. The firm employs a bottom-up, value-oriented investment approach based on fundamental company and credit analysis for both equity and fixed-income selection.