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Michael Balboa

Chief Financial Officer at Fenimore Asset Management

Michael Balboa has a strong background in finance and auditing. Michael started their career at Deloitte in 2005, where they worked in the Audit and Assurance department until January 2009. Michael then moved to Ernst & Young in 2010, where they worked in the Financial Services Office until February 2016. Following their time at Ernst & Young, Balboa joined Fenimore Asset Management in February 2016 as the Chief Financial Officer, where they currently hold this position.

Michael Balboa's education history includes a BS in Accounting from Providence College and an MS in Accounting from the University of Connecticut. Additionally, they hold certifications as a Certified Public Accountant from the Commonwealth of Massachusetts and as a Series 28 from FINRA. The specific years of completion or obtaining the certifications are not provided.

Location

Albany, United States

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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

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