About Us.

Chairman 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 Chief Investment Officer, which involves investment selection for the model portfolio and setting asset-allocation parameters. Dennis earned a BA in Economics from Denison University in 1975 and an MBA 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.

Ryan T. Fulmer is President of Beese Fulmer Private Wealth Management.  He serves as a portfolio manager and a member of the firm’s investment committee with responsibility for making investment recommendations in the Financial Services and Technology sectors. 

A significant portion of Ryan’s time is spent focusing on high-net-worth and ultra-high-net-worth individuals and families counseling them on complex wealth issues.  Every client’s investment portfolio is customized for their own unique circumstances (lifestyle spending, tax and estate circumstances, and risk tolerance) and built with individual fixed-income and equity securities to maximize the associated benefits of complex tax and estate planning techniques implemented by their professionals.

Experience

Extensive experience working with individuals and families who are looking to maintain their lifestyle in retirement.  Ryan works with clients to holistically analyze their asset allocation, total wealth, spending, gifting, and other cash flows to ensure that their portfolio has the best probability of achieving their goals.

Wide-ranging experience counseling families with generational wealth through the complexity of creating next-generation stewards, while maintaining the elder’s lifestyle in a tax-efficient manner.  Expertise in constructing portfolios that maximize the related benefits of intricate tax and estate planning techniques (which may include: revocable and irrevocable trusts, generations skipping trusts (GSTs), Intentionally Defective Grantors Trusts (IDGT’s), family limited partnerships etc.).

Comprehensive experience working with clients and their professionals (accountants, valuation experts, merger and acquisition counsel, and investment bankers) to estimate how deal structures will affect lifestyle spending and generational wealth goals after the completion of a business’s sale or stair-stepped exit to private equity.

Prior to joining the firm, Ryan worked at Goldman Sachs in New York City providing investment research on regional banks to mutual funds, pension funds, sovereign wealth funds, hedge funds, and ultra-high-net-worth clients. He also worked at as an analyst at FSI Group a long-short hedge fund that specialized in investing in the financial sector.

Education

Denison University, Granville, Ohio: Bachelors of Arts in Economics

Civic Involvement & Awards

Board Member: Akron Zoo

Board Member: Aultman Health Foundation

Board Member: Early Childhood Resource Center (ECRC)

Author: Repository’s Ask the Rational Investor

Ryan was selected as one of 20 outstanding leaders under the age of 40 by ystark and the Repository.

Prior to joining Beese Fulmer in July of 2010, 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. He earned a BS in Business Administration from Bucknell University in 2003 and an MBA from Case Western Reserve University in 2010. In 2015, the Canton Regional Chamber of Commerce and Canton Repositoryrecognized Nick as one of Stark County's Top Twenty Under Forty Young Professional.

Tyler joined Beese Fulmer Private Wealth Management at the end of 2017. Before that, Tyler worked in sell-side equity research, providing stock recommendations to institutional investor clients. While working in equity research, Tyler specialized in researching companies across the consumer sector including retailers, homebuilders, and consumer product manufacturers. Tyler currently functions as a Portfolio Manager at Beese Fulmer, where he focuses on identifying investment opportunities and assisting in portfolio management tasks. Tyler earned his BA from Miami University in Oxford, Ohio, and has passed all three levels of the Chartered Financial Analyst examinations.

Michael joined Beese Fulmer in the summer of 2020. He graduated cum laude from the University of Dayton in the spring of 2020 with a double major in Finance and Management Information Systems. Michael currently functions as an analyst, where he focuses on analyzing investment opportunities and assisting in portfolio management tasks. He specializes in researching information technology companies and is currently pursuing the Chartered Financial Analyst designation.

Jennifer graduated Summa Cum Laude from the University of Akron with a B.S.B.A. in Marketing.  She has worked in business and finance for close to fifteen years, and has been with Beese Fulmer for nearly seven.  Her banking career started in college while she worked as a bank teller, and later progressed to loans and trust administration.  At Beese Fulmer, Jennifer manages and administers many back-office functions.   Her responsibilities include:  payroll, bookkeeping, H/R related duties including benefits administration, and legal and accounting team coordination.   Jennifer enjoys walking, hiking, and visiting U.S. National Parks.  Likewise, she loves spending time with her family, dog and watching OSU football. 

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

Kellie joins Beese Fulmer as part of the MacNealy Hoover Investment Management team with 27 years of experience in client services.  She enjoys spending time with her family along with reading, camping and watching baseball and football. 

Stacie serves as an Office Administrator, joining the firm in early 2020.  Prior to Beese Fulmer, Stacie worked at an information technology company for 14 years.  Stacie currently works on special projects.  

Megan serves as Marketing Assistant and Portfolio Administrator, joining the firm in 2018. Prior to joining Beese Fulmer, Megan worked in marketing and administrative roles across various professional fields. Her responsibilities include processing trades, opening new trading accounts, monthly and quarterly reports, social media and website maintenance and updates, event planning and coordination, and marketing project management. Megan received her Bachelor’s Degree in Communication from Kent State University in 2011. She currently resides in Canton with her son, Caleb.