Nicholas Traffley Perini
Analyst-Equity bij Beese Fulmer Investment Management, Inc.
Profiel
Mr. Nicholas T.
Perini, CFA MBA, is Vice President at Beese Fulmer Investment Management, Inc. He serves as Portfolio Manager and Analyst at the firm.
He is also a Partner and the Chief Compliance Officer at Beese Fulmer.
He specializes in working with high-net-worth and ultra-high-net-worth clients by building customized portfolios for each unique investor’s needs.
He 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, Mr. Perini spent five years in Institutional Investment Management at North Fork Bank in Melville, New York.
While at North Fork Bank he was an analyst and member of the investment committee.
He worked with a wide range of clients including pensions, trusts, union accounts, and high-net-worth individuals.
Mr. Perini earned a BS in Business Administration from Bucknell University in 2003 and an MBA from Case Western Reserve University in 2010.
He is a CFA charter holder.
Actieve functies van Nicholas Traffley Perini
Bedrijven | Functie | Begin |
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Beese Fulmer Investment Management, Inc.
Beese Fulmer Investment Management, Inc. Investment ManagersFinance Beese Fulmer Investment Management, Inc. (BFIM) is an independent, SEC-registered investment advisor headquartered in Canton, Ohio. The firm was founded by William Beese and Dennis Fulmer in 1980 and do-business-as Beese Fulmer Private Wealth Management. BFIM provides personalized confidential investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations on a discretionary and nondiscretionary basis. | Analyst-Equity | 01-07-2010 |
Eerdere bekende functies van Nicholas Traffley Perini
Bedrijven | Functie | Einde |
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Amivest Corp
Amivest Corp Investment Banks/BrokersFinance Part of Capital One Financial Corp., Amivest Corp provides money management and broker dealer services. The company is based in New York, NY. Amivest was acquired by North Fork Bancorp, Inc. on May 15, 1998. | Corporate Officer/Principal | 01-06-2008 |
Opleiding van Nicholas Traffley Perini
Bucknell University | Undergraduate Degree |
Case Western Reserve University | Masters Business Admin |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Verwante bedrijven
Bedrijven in privébezit | 2 |
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Beese Fulmer Investment Management, Inc.
Beese Fulmer Investment Management, Inc. Investment ManagersFinance Beese Fulmer Investment Management, Inc. (BFIM) is an independent, SEC-registered investment advisor headquartered in Canton, Ohio. The firm was founded by William Beese and Dennis Fulmer in 1980 and do-business-as Beese Fulmer Private Wealth Management. BFIM provides personalized confidential investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and corporations on a discretionary and nondiscretionary basis. | Finance |
Amivest Corp
Amivest Corp Investment Banks/BrokersFinance Part of Capital One Financial Corp., Amivest Corp provides money management and broker dealer services. The company is based in New York, NY. Amivest was acquired by North Fork Bancorp, Inc. on May 15, 1998. | Finance |