Jim Haley Email & Phone Number
Senior Director @ Fenimore Asset Management
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Jim Haley Location
- Charleston, SC, US
Jim Haley Work
- 2026 -now Senior Director @
- 2023 -2025 Chief Executive Officer @
- 2021 -2025 Managing Director- Private Client Group @
- 2017 -2025 Senior Portfolio Manager @
- 2013 -2017 Client Advisor, Vice President @
Jim Haley Education
- Campbell University
(Graduate of Southeastern Trust School)
2003-2003 - Campbell University
Masters (Trust and Investment Management)
2002-2003 - Siena University
B.A. (Finance)
1993-1997 - NDBG
Jim Haley Skills
- Wealth Management
- Estate Planning
- High Net Worth Individuals
- Wealth Management Services
- Strategic Financial Planning
- Charities
- Wealth
- Retirement
- Portfolio Management
- Banking
- Small Business
- Retirement Planning
- Credit
- Financial Planning
- Management
- Investment Advisory
- Financial Analysis
- Finance
- Leadership
- Team Building
- Business Analysis
- Strategy
- Project Management
Jim Haley Summary
- Jim Haley, based in Charleston, SC, US, is currently a Senior Director at Fenimore Asset Management. Jim Haley brings experience from previous roles at Dividend Assets Capital, LLC and SunTrust Bank. Jim Haley holds a 2003 - 2003 Campbell University. With a robust skill set that includes Wealth Management, Estate Planning, High Net Worth Individuals, Wealth Management Services, Strategic Financial Planning and more. Jim Haley has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Fenimore Asset Management Employees
Chris la Porta
Director - Private Client Group
Cobleskill, NY, US
William Wise
Director
Ridgefield, CT, US
Michael Balboa
Chief Financial Officer
Albany, NY, US
Keith Cataldo
Director of Trading and Operations
Cobleskill, NY, US
Bryan Engler
Senior Investment Analyst
Scottsdale, AZ, US
William Preston
Director of Research
Albany, NY, US
Palmer Fargnoli
Regional Sales Director
Albany, NY, US
Andrew Boord
Portfolio Manager
Memphis, TN, US
Anne Putnam
Chief Executive Officer
Cobleskill, NY, US
Tom Putnam
Founder
Cobleskill, NY, US
Jim Haley
Senior Director
Charleston, SC, US
Frank Privitera
Marketing and Community Relations
Cobleskill, NY, US
Marc Roberts
Portfolio Manager of the FAM Value Fund
New York, NY, US
Christian Snyder
President
Saratoga Springs, NY, US
Matthew Laverty
Controller
Albany, NY, US
Shaun Fagant
Regional Director
Albany, NY, US
Makayla Tebano
Vice President Marketing
Schenectady, NY, US
Liza Baran
Director of Shareholder ServicesandOperations
Albany, NY, US
Carina Trudell
Senior Operations Associate
Albany, NY, US
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