Ryan T. Fulmer

Experienced Leadership for Complex Financial Matters

Ryan T. Fulmer is President and Portfolio Manager of Beese Fulmer, where he serves on the firm’s investment committee and provides investment recommendations for the financial and technology sectors. He guides the firm’s disciplined, research-driven approach to portfolio management.

Areas of Focus

Ryan works with high-net-worth individuals and families across a range of complex wealth planning needs, including:

• Retirement planning and lifestyle analysis
• Generational wealth transfer and next-generation stewardship
• Tax-efficient estate planning strategies involving trusts and family partnerships
• Portfolio construction aligned with advanced tax and estate plans
• Business sale and private equity transaction planning

Prior Experience

Prior to joining the firm, Ryan worked at Goldman Sachs in New York City, providing investment research on regional banks to mutual funds, pension funds, sovereign wealth funds, hedge funds, and ultra-high-net-worth clients. He also worked as an analyst at FSI Group, a long-short hedge fund that specialized in investing in the financial sector.

Education

• Denison University, Granville, Ohio: BA in Economics 

Civic Involvement & Awards

• Board Member: Akron Zoo
• Board Member: Aultman Health Foundation
• Board Member: Early Childhood Resource Center (ECRC)
• Author: Repository’s Ask the Rational Investor