Fenimore Asset Management, an independent, Capital Region-based investment advisory firm, has added Richard Heim and Jonathan Moran to the firm’s team.
“Rick” Heim has been appointed senior relationship manager. He is a Malta resident and offers more than 25 years of investment industry experience. He 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,” said 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, 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, 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.”
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, he is involved in the community and holds a bachelor’s degree in finance from Siena College.
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The Town of Greenfield has appointed resident Duane Cornell to the position of historian. The part-time position includes the role of interpreting the past, teaching and writing about history, advocating for historic preservation and helping promote historic anniversaries. The role had been held for the past 10 years by Ron Feulner, who passed away this year.
Cornell held numerous positions at CurtisLumber for 27 years until he retired in 2023. He is a past member of the Greenfield Fire Department, serving as lieutenant and captain.
He is a fifth-generation resident of Greenfield. He said his love of history was born in the historic home he was raised in on Old Stone Church Road. The home and his family trace back to the 1800s in Greenfield. After many years in Saratoga, Luzerne and Corinth, he returned to his hometown five years ago purchasing property in Porter Corners.
Cornell has been married to his wife, Betty, for 26 years and has a grown daughter and son, along with three grandchildren. He is an active member of the Greenfield Historical Society, where he will continue to play a role.