Bob Szeles

Analyst-Equity at

Beese Fulmer Investment Management, Inc.

Finance

Process Industries

Consumer Services

Profile

Mr. Robert R.
Szeles, CFA, is a Portfolio Manager at Beese Fulmer Investment Management, Inc. He is also an 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.
Mr. Szeles 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.
He 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 the firm's investment process and philosophy.
Prior to joining Beese Fulmer, Mr. Szeles spent nearly a decade on an 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, he was a Senior Investment Analyst supporting three mutual funds with global equity exposures.
He 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.
He 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.
Mr. Szeles earned a Bachelor of Science degree in Business Administration from John Carroll University.
He is a CFA charter holder.

Bob Szeles active positions

Companies	Position	Start
Beese Fulmer Investment Management, Inc. Beese Fulmer Investment Management, Inc. Investment ManagersFinance BFIM chooses investments for a specific client relative to their tolerance for risk and income needs. Dividend income is an important consideration for many of their clients who depend upon their portfolios to cover their expenses. The firm generally favors stocks of larger, more stable companies with a good history of dividend growth for these clients. Most of their accounts are balanced accounts, meaning they primarily have a combination of equities and fixed income securities in the portfolio.	Analyst-Equity	01/03/2022

All active positions of Bob Szeles

Former positions of Bob Szeles

Companies	Position	End
PNC Capital Advisors LLC PNC Capital Advisors LLC Investment ManagersFinance PCA believes its disciplined, risk-focused approach helps enable consistent client outcomes while allowing for flexibility across mandates to address client-specific objectives. The three key components of their approach to asset management are: (1) client-centered orientation, (2) risk focus, and an (3) integrated team approach. They also provide custom fixed income management capabilities, based upon a client’s specific investment policies, permissible investments, and other portfolio management parameters.	Analyst-Equity	01/11/2019
AVERY DENNISON CORPORATION	Corporate Officer/Principal	-
PNC Wealth Management LLC PNC Wealth Management LLC Investment ManagersFinance PNC Wealth Management serves as the sponsor or portfolio manager of wrap fee investment programs. A portfolio of mutual funds and ETFs is selected based on the client's risk tolerance, asset levels, time horizons and financial goals.	Corporate Officer/Principal	-

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Linked companies

Private companies	5
Avery Dennison Corp. Avery Dennison Corp. Pulp & PaperProcess Industries Designs and develops labeling and functional materials, radio frequency identification inlays, tags & software applications	Process Industries
Beese Fulmer Investment Management, Inc. Beese Fulmer Investment Management, Inc. Investment ManagersFinance BFIM chooses investments for a specific client relative to their tolerance for risk and income needs. Dividend income is an important consideration for many of their clients who depend upon their portfolios to cover their expenses. The firm generally favors stocks of larger, more stable companies with a good history of dividend growth for these clients. Most of their accounts are balanced accounts, meaning they primarily have a combination of equities and fixed income securities in the portfolio.	Finance
PNC Wealth Management LLC PNC Wealth Management LLC Investment ManagersFinance PNC Wealth Management serves as the sponsor or portfolio manager of wrap fee investment programs. A portfolio of mutual funds and ETFs is selected based on the client's risk tolerance, asset levels, time horizons and financial goals.	Finance
John Carroll University John Carroll University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
PNC Capital Advisors LLC PNC Capital Advisors LLC Investment ManagersFinance PCA believes its disciplined, risk-focused approach helps enable consistent client outcomes while allowing for flexibility across mandates to address client-specific objectives. The three key components of their approach to asset management are: (1) client-centered orientation, (2) risk focus, and an (3) integrated team approach. They also provide custom fixed income management capabilities, based upon a client’s specific investment policies, permissible investments, and other portfolio management parameters.	Finance

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