Robert Szeles
Portfolio Manager - Beese Fulmer
- Role
- Portfolio Manager at Beese Fulmer
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Robert Szeles
Portfolio Manager and Analyst with expertise in equity analysis and a deep commitment to…
Experience
Portfolio Manager
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.
Education
John Carroll University
Bachelor of Science in Business Administration, Finance
2006 — 2010
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.