Fenimore Asset Management
Liza Baran has over 15 years of work experience in the finance industry. Liza most recently served as the Director of Shareholder Services & Operations at Fenimore Asset Management since September 2020. Prior to that, they held various roles at Ayco, a Goldman Sachs Company, including Vice President, Director, Senior Manager, Team Leader, and Financial Analyst. Their tenure at Ayco spanned from 2005 to 2020.
Liza Baran holds a Bachelor of Science (B.S.) degree in Finance from Siena College. Liza also earned a Master of Business Administration (MBA) degree from the University at Albany, SUNY. Liza has additional certifications, including a Life, Accident and Health Insurance License from the New York State Department of Financial Services, as well as Series 7 & 66 certifications from the Financial Industry Regulatory Authority (FINRA). The specific start and end years, as well as the months of obtaining the certifications, are not provided.
This person is not in any offices
Fenimore Asset Management
Fenimore Asset Management is the investment advisor to the Fenimore Private Client Group (separately managed accounts) and FAM Funds (mutual funds). Our mission is to help investors preserve their wealth and grow it over the long term. To accomplish this, our team of seasoned professionals conducts in-depth, independent research and analyzes the companies behind the investments to gain unique insights. Fenimore uses this first-hand knowledge and a time-tested process to help achieve our investors’ long-term financial goals. Fenimore History Thomas O. Putnam founded Fenimore Asset Management in 1974 as a means to manage family money after the Putnams astutely sold their textile business, Fenimore Fabrics, in Upstate New York. The family knew what it takes to run a successful business and based their investment philosophy on finding companies exhibiting those same quality characteristics. Fenimore Disclosure Fenimore Asset Management, the investment advisor to FAM Funds, does not endorse and is not responsible and assumes no liability for content, products, or services posted by third-parties on this or any Internet or social media site. Past performance is not indicative of future results, current performance may be lower or higher than the performance date quoted. Investment returns may fluctuate; the value of your investment upon redemption may be more or less than the initial amount invested. In part, the purpose of this presentation is to provide investors with an update on financial market conditions. This summary does not purport to be complete and no obligation to update or otherwise revise such information is being assumed. These materials are provided for informational purposes only and are not otherwise intended as an offer to sell, or the solicitation of an offer to purchase, any security or other financial instrument. This summary is not advice or a recommendation. More disclosure info: https://www.famfunds.com/fenimore-asset-management-disclosure
Employees
11-50