Bob Szeles

Mr. Robert R.
Szeles, CFA, is a Portfolio Manager at Beese Fulmer Investment Management, Inc. He is also an Analyst.
He is a member of the firm’s investment committee and holds the responsibility for making investment recommendations in the Consumer Discretionary, Consumer Staples, and Health Care sectors.
Mr. Szeles spends his time collaborating with individuals, families, and institutions to provide customized solutions for each client’s specific needs; with special consideration for tax and estate circumstances, risk tolerance, and spending needs.
He also leads the expansion and development of the institutional segment of Beese Fulmer; working with an array of institutions and their respective consultants to communicate the firm's investment process and philosophy.
Prior to joining Beese Fulmer, Mr. Szeles spent nearly a decade on an equity team.
The team was acquired by Federated Hermes from PNC Capital Advisors in 2019 and worked out of the Cleveland offices of both firms.
While at Federated Hermes, he was a Senior Investment Analyst supporting three mutual funds with global equity exposures.
He frequently traveled throughout Europe, meeting with senior management to better understand the long-term implications of current decision-making and perform due diligence.
In addition, he attended conferences with forums from central bank leaders, geopolitical experts, and senior company management.
He worked with product management and sales to understand the needs of institutional clients.
He supported the development of new product launches which required working with experts in fund accounting, legal, product, sales, and executives to bring new mutual funds to market.
Mr. Szeles earned a Bachelor of Science degree in Business Administration from John Carroll University.
He is a CFA charter holder.