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Markets Can Be Irrational... you don't have to be.

Who is Beese Fulmer? They are a Private Wealth Management firm founded in 1980. Dennis Fulmer and William Beese were both trust officers — and successful ones — at Harter Bank. But they wanted to focus more on helping the customer than on elevating the institution. So they left and created their own company with its own rules.

The first principle was to gain a meaningful understanding of the customer and identify their needs in every instance.

The second principle was to be unlike far too many other investors and do everything they do around rational investing.

Over 30 years later, those two principles are still in place, as solid as always, with all of their investment experts more resolute about The Rules of the Rational than ever.

Meet your team of Beese Fulmer rational investors:

 

Dennis S. Fulmer, CFA, President and Principal

Dennis co-founded the firm along with William Beese in 1980. Prior to creating the company, both served as Trust Investment Officers for Harter Bank. Dennis serves as our Chief Investment Officer, which involves investment selection for the model portfolio and setting asset-allocation parameters. Dennis earned a B.A. in Economics from Denison University in 1975 and an M.B.A. from Kent State University in 1979. He holds the Chartered Financial Analyst designation, which he earned in 1983. Dennis also serves on the boards of community organizations and participates in fundraising activities for them.

 

Lynn S. Hamilton, Vice President and Portfolio Manager

A Stark County native, Lynn Hamilton has worked in money management for 38 years.  For 32 years, he has worked in the Trust Department of KeyBank, managing over $350 million for wealthy individuals, families, corporations, and charitable accounts.  From 1992 to 2000, he managed Victory Capital Management (a division of KeyBank) Ohio Stock Mutual Fund.  He graduated from the College of Wooster in 1973 with a major in History and minor in Economics and earned his Masters of Business Administration from Miami University.  Active in the community, Lynn currently serves on the boards of:  Buckeye Council, Boy Scouts of America; Canton Student Loan Foundation (past president); Health Foundation of Greater Massillon (past president); Walsh University Advisory Board; and the Rodney Klein Stock Market Museum and Library.

 
 

Nicholas Perini, CFA, Vice President and Portfolio Manager

Nicholas joined the firm in July 2010. Prior to joining Beese Fulmer, Nicholas spent five years in Institutional Investment Management at North Fork Bank in Melville, New York. While at North Fork Bank, Mr. Perini served on the investment policy committee, which oversaw more than $2 billion in assets. Nicholas currently functions as a Portfolio Manager and Analyst, where he seeks out mispriced investment opportunities and advises the firm as how best to act on these opportunities. Mr. Perini earned a B.S. in Business Administration from Bucknell University in 2003 and an M.B.A. from Case Western Reserve University in 2010.  In 2015, the Canton Regional Chamber of Commerce and Canton Repository recognized Nick as one of Stark County's Top Twenty Under Forty Young Professional

 

Ryan T. Fulmer, Vice President and Portfolio Manager

Ryan joined the firm in 2011. Prior to joining Beese Fulmer, Ryan worked at Goldman Sachs in New York City where he conducted investment research and made  recommendations in banks stocks. Ryan currently functions as a Portfolio Manager and received his B.A. from Denison University. Ryan serves on the boards of many community organizations including the Jackson Township CIC, Ystark Executive Committee (2013-2015), Co-Chairs Ystark's Business Outreach Committee (2013-2015), United Way Family and Financial Stability Council (2013-2015), Stark County District Library Foundation and The Workshops (Board President).  In 2013, the Canton Regional Chamber of Commerce and Canton Repository recognized Ryan as one of Stark County's Top Twenty Under Forty Young Professional

 
 

Marsha McDonald, Portfolio Administrator 

Marsha has been with the company for 30 years and serves as a portfolio administrator. Her responsibilities include processing trades, opening new trading accounts, reconciling client statements, and mailing the monthly and quarterly reports.

 
 

Diana Hetrick, Client Service Administrator

Diana has been with the company for 15 years and works with all new accounts, transfers, distributions, and helps service clients. She enjoys being with her family and participating in her daughter's school activities.



 
 

Jennifer Art, Accounting Administrator

Jennifer has a B.S.B.A. in Marketing and 10 years of experience in Banking and Finance.  She enjoys volunteering for Cross Country events. 


 

 

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  • Ask the Investor: Is Amazon a company I should invest in?
    Monday, July 3, 2017

    In the dot-com stock market bubble one of my friend’s fathers used to ask me, “What does your father, Denny (Beese Fulmer’s co-founder), think of Lucent Technologies?” In the 1990’s Lucent was a high-flying stock that many retail investors chased, but ultimately were disappointed in when the stock price crashed.

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