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Nicholas Traffley Perini
Compliance Officer chez
Beese Fulmer Investment Management, Inc.
Profil
Mr. Nicholas T.
Perini, CFA MBA, is a Vice President & Portfolio Manager at Beese Fulmer Investment Management, Inc. He is also a Partner and the Chief Compliance Officer at Beese Fulmer.
Mr. Perini 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 also holds a CFA charterholder designation.
Postes actifs de Nicholas Traffley Perini
| Sociétés | Poste | Début |
|---|---|---|
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. | Compliance Officer | - |
Anciens postes connus de Nicholas Traffley Perini
| Sociétés | Poste | Fin |
|---|---|---|
Amivest Corp
 Amivest Corp Investment Banks/BrokersFinance Provides money management and broker dealer services | Corporate Officer/Principal | 01/06/2008 |
Formation de Nicholas Traffley Perini
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
88
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
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 |
Amivest Corp
Amivest Corp Investment Banks/BrokersFinance Provides money management and broker dealer services | Finance |
Bucknell University
 Bucknell University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Case Western Reserve University
 Case Western Reserve University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
