Bob Szeles
Investment Committee Member at Beese Fulmer Investment Management, Inc.
Profile
Mr. Robert R.
Szeles, CFA, is a Portfolio Manager at Beese Fulmer Investment Management, Inc. 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.
Prior to joining Beese Fulmer, he 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 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. | Investment Committee Member | 2022-02-28 |
Former positions of Bob Szeles
| Companies | Position | End |
|---|---|---|
PNC Capital Advisors LLC
 PNC Capital Advisors LLC Investment ManagersFinance PNC Capital Advisors LLC (PCA) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned direct subsidiary of PNC Bank, NA, which is wholly-owned by The PNC Financial Services Group, Inc. (NYSE: PNC), a financial holding company. The firm was founded in 2009 from the business combination of PNC Capital Advisors, Inc. and Allegiant Asset Management Co. following the acquisition of National City Corp., the parent of Allegiant, by PNC. PCA provides taxable fixed income discretionary investment advisory services to institutional accounts. | Analyst-Equity | 2019-10-31 |
| AVERY DENNISON CORPORATION | Corporate Officer/Principal | - |
PNC Investments LLC
 PNC Investments LLC Investment ManagersFinance PNC Investments LLC is a SEC-registered investment advisor and broker-dealer headquartered in Pittsburgh, Pennsylvania. The firm was founded in 2003 and is a subsidiary of PNC Bank, NA, ultimately owned by PNC Financial Services Group, Inc. (NYSE: PNC). PNC Investments provides retail brokerage and investment advisory services to individuals and high-net worth individuals. | Corporate Officer/Principal | - |
Training of Bob Szeles
| John Carroll University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| AVERY DENNISON CORPORATION | Process Industries |
| Private companies | 3 |
|---|---|
PNC Capital Advisors LLC
PNC Capital Advisors LLC Investment ManagersFinance PNC Capital Advisors LLC (PCA) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm is a wholly-owned direct subsidiary of PNC Bank, NA, which is wholly-owned by The PNC Financial Services Group, Inc. (NYSE: PNC), a financial holding company. The firm was founded in 2009 from the business combination of PNC Capital Advisors, Inc. and Allegiant Asset Management Co. following the acquisition of National City Corp., the parent of Allegiant, by PNC. PCA provides taxable fixed income discretionary investment advisory services to institutional accounts. | Finance |
PNC Investments LLC
PNC Investments LLC Investment ManagersFinance PNC Investments LLC is a SEC-registered investment advisor and broker-dealer headquartered in Pittsburgh, Pennsylvania. The firm was founded in 2003 and is a subsidiary of PNC Bank, NA, ultimately owned by PNC Financial Services Group, Inc. (NYSE: PNC). PNC Investments provides retail brokerage and investment advisory services to individuals and high-net worth individuals. | Finance |
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 |
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