Bartlett, Pontiff, Stewart & Rhodes, P.C. has announced that Alexandra D. Finocchio has joined the firm as an associate attorney.
Ms. Finocchio received her Juris Doctor degree from American University Washington College of Law in Washington, D.C., graduating cum laude in 2022. While their she worked as a student attorney with the Disability Rights Law Clinic, served as a staff editor on the American University Law Review, and volunteered with the War Crimes Research Office. She has been a member of the District of Columbia Bar since 2022 and was admitted to the New York State Bar in 2024. She is also a member of the Warren County Bar and New York State Bar Associations.
Prior to receiving her Juris Doctor, she obtained her Master of Laws in International Law with International Relations in Europe from the University of Kent, Kent Law School.
Ms. Finocchio graduated from the University of Delaware in Newark with a Bachelor of Arts in International Relations—specializing in diplomacy in the Middle East—and History. She also minored in Islamic Relations with Arabic Language.
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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.