Nicholas T. Perini, CFA

Helping Clients Invest With Clarity and Confidence

Nicholas T. Perini, CFA, is Vice President and Portfolio Manager at Beese Fulmer. He also serves as Partner and Chief Compliance Officer, supporting the firm’s disciplined, fiduciary-driven approach to wealth management and client service. 

Areas of Focus

Nick helps individuals and families navigate complex financial decisions through disciplined portfolio management and personalized planning, including:

• Generational wealth transfer and long-term family planning
• Tax-efficient strategies surrounding privately held business sales
• Investor education and behavioral finance guidance
• Long-term investment planning rooted in rational decision-making

Nick is particularly interested in behavioral finance and helping clients better understand the emotional and psychological factors that influence financial decisions. He works closely with clients to build confidence in a disciplined, long-term investment approach.

Prior Experience

Prior to joining Beese Fulmer, Nick spent five years in institutional investment management at North Fork Bank in New York. While at North Fork Bank, he was an analyst and member of the investment committee. Nick worked with a wide range of clients including pensions, trusts, union accounts, and high-net-worth individuals.

Education

• CFA Institute: CFA Charterholder, awarded 2012
• Case Western Reserve University Weatherhead School of Management: MBA, 2010
• Impact Scholar in Finance
• Bucknell University: BS in Business Administration, 2003

Civic Involvement & Awards

• CFA Society of Cleveland: Board Member and Past President
• Walsh University CFA Institute Investment Research Challenge Team: Mentor
• Walsh University Student Managed Investment Portfolio: Advisor
• First Tee of Canton: Past Board Member;
• Rotary Club of Canton: Past Board Member
• Weatherhead School of Management Alumni Advisory Council: Past Member