Meet Our Team.
THIS IS WHAT RATIONAL INVESTORS LOOK LIKE.
Meet the Beese Fulmer team. They have nearly a century of combined industry experience in rational investing, primarily in stocks and bonds, with full focus on the customer and their financial goals.
EACH LIVES BY THE RULES OF THE RATIONAL™. YOU'LL WANT TO, TOO.
1) Emotions and short-term thinking are the enemy of the successful investor.
2) There is NO alternative to buying high-quality stocks and bonds at the right price.
3) Eliminate the middle man and trust the expert, your investment manager.
4) Maximize wealth building and minimize taxes, expenses and fees.
5) Viewing all assets on one statement is an asset.
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.
Nicholas joined Beese Fulmer in 2010 and currently serves as Vice President, Portfolio Manager, and Analyst. Nick is also a Partner and the Chief Compliance Officer at Beese Fulmer. Nick specializes in working with high-net-worth and ultra-high-net-worth clients by building customized portfolios for each unique investor’s needs. Nick collaborates with other members of the firm along with outside accountants and attorneys to maximize the sale of client’s privately-held businesses and efficiently pass down generational wealth.
Every client at Beese Fulmer has unique needs and that is why we take the time to build customized portfolios for each of our clients. Part of developing a new client portfolio is educating and working with the client to make sure they understand what we do and why we do it. Understanding how behavioral finance affects a client's decision-making is of particular interest to Nick. Bridging the gap between the human brain’s programming to make irrational financial decisions, and being a rational investor, has become a crucial topic of conversation between Nick and his clients.
Nick resides in Hudson with his wife Jillian, and two children – Lido and Vera. When not at work or helping the Deville School of Business, he enjoys golfing, skiing, and trying new restaurants and recipes with friends and family.
Experience
Prior to joining Beese Fulmer, Nick spent five years in institutional investment management at North Fork Bank in New York. While at North Fork Bank he was an analyst and member of the investment committee. Nick worked with a wide range of clients including pensions, trusts, union accounts, and high-net-worth individuals.
Education
CFA charter holder, CFA Institute, awarded 2012
M.B.A., Case Western Reserve University Weatherhead School of Management, 2010
- Impact Scholar in Finance
B.S., Business Administration, Bucknell University, 2003
Civic Involvement & Awards
Board Member/Past President – CFA Society of Cleveland
Mentor to Walsh University CFA Institute Investment Research Challenge Team
Advisor to Walsh University Student Managed Investment Portfolio
Past Board Member – First Tee of Canton
Past Board Member – Rotary Club of Canton
Past Member – Weatherhead School of Management Alumni Advisory Council
Twenty Under 40 Award Winner – Presented by ystark & the Canton Regional Chamber of Commerce
Robert currently serves as Portfolio Manager and Analyst. He is a member of the firm’s investment committee and holds the responsibility for making investment recommendations in the Consumer Discretionary, Consumer Staples, and Health Care sectors.
Bob spends his time collaborating with individuals, families, and institutions to provide customized solutions for each client’s specific needs; with special consideration for tax and estate circumstances, risk tolerance, and spending needs. Each portfolio consists of individual stocks and bonds that incorporate the ideas of the investment committee.
Bob also leads the expansion and development of the institutional segment of Beese Fulmer; working with an array of institutions and their respective consultants to communicate our investment process and philosophy.
Bob lives in Richfield, Ohio with his wife Lindsay and two children – Coleman and Blake. In his free time, he enjoys exploring the metro parks with his family, playing golf, and competing in triathlons.
Experience
Prior to joining Beese Fulmer, Bob spent nearly a decade on a top-rated international equity team. The team was acquired by Federated Hermes from PNC Capital Advisors in 2019 and worked out of the Cleveland offices of both firms. While at Federated Hermes, Bob was a Senior Investment Analyst supporting three mutual funds with global equity exposures. Bob frequently traveled throughout Europe, meeting with senior management to better understand the long-term implications of current decision-making and perform due diligence. In addition, he attended conferences with forums from central bank leaders, geopolitical experts, and senior company management.
Bob worked with product management and sales to understand the needs of institutional clients. He supported the development of new product launches which required working with experts in fund accounting, legal, product, sales, and executives to bring new mutual funds to market. Assets under management for his team grew from $400 million in 2013 to $1.7 billion in 2021, due to new products, improved marketing tools, and a strong understanding of client needs.
Education
CFA Charter Holder, CFA Institute, Awarded 2015
John Carroll University, Bachelor of Science in Business Administration, Finance, Cum Laude
Civic Involvement and Awards
St. Bernard of Akron Hot Meals
CFA Society of Cleveland Member
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 twenty-two 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 a Client Service 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.
Cara joined Beese Fulmer in July 2022, relocating from North Carolina where she served in customer service management and front desk positions for several years. Cara brings strong customer service and professionalism serving as Beese Fulmer’s front desk receptionist and administrative assistant to the firm.
Cara currently lives with her finance in Louisville. She enjoys kayaking, fishing, and exploring the local parks in her free time.
Start Investing Rationally
Beese Fulmer Private Wealth Management LIVES
by The Rules of the Rational.
Beese Fulmer Private Wealth Management experts know investing from every angle and follow every market trend from a clear-thinking perspective. Check out the Beese Fulmer blog and view the videos to learn more about what they think and how they reason.
Ask the Rational Investor: Investing in Predictable Railroads
Ask the Rational Investor: Checking the 2023 Market Outlook
Ask the Rational Investor: Big Data Impacting Insurance Underwriting