Fenimore Asset Management has promoted 20-year veteran Debra Perez to senior vice president, responsible for long-term strategic planning and growth of investment vehicles and services.
In addition to this role, Perez will also continue to serve as senior client relationship manager as well as oversee the firm’s private client services team. This team handles the relationships with, and provides guidance to, existing investment clients.
“During her 20-year tenure, Deb has been a leader in elevating our business services and offerings. She continually pursues excellence,” said Fenimore’s chairman and founder Tom Putnam, in a statement. “Deb is also passionate about giving back to the community and has volunteered for many organizations.”
Fenimore is an independent investment advisory firm located in Cobleskill, New York. Fenimore manages separate individual and institutional portfolios and is the investment advisor to FAM Funds - the FAM Value Fund, FAM Equity-Income Fund, and FAM Small Cap Fund.
It is a value approach investment firm which, according to its brochure, selects stocks in general based on their potential for economic growth, market recognition and stock gain and chooses its fixed income securities based on potential for financial stability and payment of all interest outstanding and return of principal in an unencumbered fashion.