Robert Szeles, Cfa

Robert Szeles, Cfa Email and Phone Number

Portfolio Manager @ Beese Fulmer
Cleveland, OH, US
Robert Szeles, Cfa's Location
Cleveland, Ohio, United States, United States
Robert Szeles, Cfa's Contact Details

Robert Szeles, Cfa personal email

n/a
About Robert Szeles, Cfa

Portfolio Manager and Analyst with expertise in equity analysis and a deep commitment to tailored client solutions. Skilled in investment strategy, risk assessment, and portfolio customization for individuals and institutions. Proven experience in expanding institutional relationships, communicating investment philosophy, and launching successful new products. CFA Charterholder with a background in international equity analysis, client collaboration, and cross-functional teamwork.

Robert Szeles, Cfa's Current Company Details
Beese Fulmer

Beese Fulmer

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Portfolio Manager
Cleveland, OH, US
Robert Szeles, Cfa Work Experience Details
  • Beese Fulmer
    Portfolio Manager
    Beese Fulmer
    Cleveland, Oh, Us
    View
  • Beese Fulmer
    Portfolio Manager
    Beese Fulmer Mar 2022 - Present
    Serve as a Portfolio Manager and Analyst, specializing in Health Care sector investments and working closely with clients to build tailored portfolios of individual stocks and bonds. As a member of the investment committee, I develop recommendations that align with each client’s unique tax, estate, risk tolerance, and spending needs. Additionally, I lead the expansion of our retirement plan solutions, collaborating with business owners, HR professionals, and CFOs to design optimal, customized plans.
    View
  • Federated Hermes
    Senior Equity Analyst
    Federated Hermes Mar 2021 - Mar 2022
    Pepper Pike, Ohio, United States
    View
  • Federated Investors
    Equity Analyst
    Federated Investors Nov 2019 - Mar 2020
    Pepper Pike, Ohio
    Federated Hermes acquired the PNC international investment team.
    View
  • Pnc
    Equity Analyst
    Pnc Aug 2013 - Nov 2019
    View
  • Pnc
    Asset Operations Associate
    Pnc Apr 2012 - Aug 2013
    Cleveland/Akron, Ohio Area
    View
  • Avery Dennison
    Commercial Finance Analyst
    Avery Dennison Jul 2010 - Apr 2012
    View
  • Victory Capital Management
    Fixed Income Research Analyst Intern
    Victory Capital Management May 2009 - Apr 2010
    Cleveland/Akron, Ohio Area
    View
  • Goodyear
    Corporate Financial Planning And Analysis Intern
    Goodyear May 2008 - Aug 2008
    Akron, Ohio
    View

Robert Szeles, Cfa Education Details

Frequently Asked Questions about Robert Szeles, Cfa

What company does Robert Szeles, Cfa work for?

Robert Szeles, Cfa works for Beese Fulmer

What is Robert Szeles, Cfa's role at the current company?

Robert Szeles, Cfa's current role is Portfolio Manager.

What is Robert Szeles, Cfa's email address?

Robert Szeles, Cfa's email address is rs****@****jcu.edu

What is Robert Szeles, Cfa's direct phone number?

Robert Szeles, Cfa's direct phone number is +121622*****

What schools did Robert Szeles, Cfa attend?

Robert Szeles, Cfa attended John Carroll University.

What are some of Robert Szeles, Cfa's interests?

Robert Szeles, Cfa has interest in Golf.

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