Nicholas Traffley Perini
Analyst-Equity at Beese Fulmer Investment Management, Inc.
Profile
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.
Nicholas Traffley Perini 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. | Analyst-Equity | 2010-06-30 |
Former positions of Nicholas Traffley Perini
| Companies | Position | End |
|---|---|---|
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 | 2008-05-31 |
Training of Nicholas Traffley Perini
| Bucknell University | Undergraduate Degree |
| Case Western Reserve University | Masters Business Admin |
Experiences
Positions held
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Listed companies
Private companies
Connections
1st degree connections
1st degree companies
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Female
Members of the board
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Linked companies
| Private companies | 2 |
|---|---|
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 |
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