Beechtree joins Beese Fulmer
FOR IMMEDIATE RELEASE
Beechtree Capital Investment Joins Forces with Beese Fulmer Private Wealth Management
Southampton, NY & Canton, OH – March 3, 2025 – After more than 30 years of dedicated service in the investment management industry, Beechtree Capital Investment, Inc. founder Susan K. Burke, CFA, has announced her decision to retire. As part of this transition, Beechtree Capital will join forces with Beese Fulmer Private Wealth Management, a highly respected Registered Investment Advisor with a 44-year history of serving multi-generational family wealth.
Ms. Burke will remain in a consultative role for at least six months to ensure a seamless transition for her clients.
"I have had the privilege of working closely with Nicholas Perini, CFA, Vice President and Portfolio Manager at Beese Fulmer, over the past few years," said Burke. "Through this relationship, I have come to appreciate our shared investment philosophy, which emphasizes capital preservation while seeking strategic growth opportunities. I am confident that Beese Fulmer is the right partner to continue serving my clients with the same level of care and expertise they expect."
Founded in 1980, Beese Fulmer Private Wealth Management currently manages over $1.5 billion in assets. The firm’s team of experienced investment professionals provides personalized financial guidance tailored to the needs of individuals, families, and institutions.
"We are honored that Susan has entrusted us with the opportunity to serve her clients," said Nicholas Perini. "At Beese Fulmer, we take a long-term approach to wealth management, ensuring that each client’s financial goals are met with a personalized and disciplined investment strategy. We look forward to welcoming Beechtree clients into our Beese Fulmer family."
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