Team

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.

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: Canton Chamber of Commerce
• 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. 

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

Patrick joined Beese Fulmer in 2024 and currently serves as Chief Operating Officer. Patrick oversees the day-to-day operation of the firm and works with the team to improve processes and efficiency.

Prior to joining Beese Fulmer, Patrick spent almost twenty-two years in a variety of operational and management roles at The Karcher Group (TKG), last as their Chief Operating Officer. Prior to TKG, Patrick also spent time at Oak Associates and the former Dairy Mart Convenience Stores Corporate Offices in I.T. Management roles.  

Education

• BA, Public Relations, Marketing, Miami University, 1997

Civic Involvement & Awards

• Education Committee – Canton Regional Chamber of Commerce
• Past Board Member / Board Chair – Aultman College
• Past Board Member – Compassion Delivered
• Past Board Member – Aultman Healthcare Delivery System
• Past Board Member – Domestic Violence Project, Inc.
• 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 Health Care sector.

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.

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
• Akron Area YMCA Board of Trustees

Scott 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 and staples sectors. 

Scott also leads the expansion and development of the institutional segment of Beese Fulmer; working with institutions and their respective representatives to communicate our investment process and philosophy. In addition to investment research, he spends his time collaborating with institutions, families, and individuals to provide customized solutions for each client’s specific needs.

Experience:

Prior to joining Beese Fulmer, Scott spent over 15 years on a top-rated international growth equity team. The team was acquired by Federated Hermes from PNC Capital Advisors in 2019 and he worked out of the Cleveland offices for both firms. He was very instrumental in coordinating the smooth transition of PNC funds to Federated Hermes. While at Federated Hermes, Scott was a Senior Investment Analyst supporting three international focused mutual funds and a separate portfolio of US listed ADR’s.

Scott spent six years working for KeyBanc Capital Markets as a NASDAQ trader. While there he learned a great deal about trade execution and proprietary trading for the company. There he delivered steadfast processes with efficient and profitable execution for very large institutional order flow. 

He began his career working on the exchange floor of the Chicago Board of Trade. He worked his way up from running orders in the trading pits, to becoming a market maker and proprietary trader in the Federal Funds and Treasury Note Futures trading markets.

Education:

• Case Western Reserve University, MBA.
• Brown University, Bachelor of Arts.

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. 

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.  

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.

Krissy joined Beese Fulmer in June 2023. She attended Kent State University. She has a background as an Executive Assistant and Event Coordinator. She enjoys spending time with her family, hiking, attending concerts and going to the beach.