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Patrick Willoughby
Chief Operating Officer at Beese Fulmer
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Work Experience
Chief Operating Officer
Jun 2024 - Present · 7 months
May 2018 - May 2024 · 6 years
Chief Operating Officer
Jan 2020 - May 2024 · 4 years and 4 months
Senior Vice President
May 2018 - Jan 2020 · 1 years and 8 months
Company Details
11-50 Employees
We are a private, independent Registered Investment Adviser based in Canton, Ohio serving both families and institutions. We are not like other wealth management advisors. On purpose. We don't take on too many clients, so each portfolio manager can give careful attention to their clients. We don’t sell insurance, make loans or draft estate plans, but our lengthy experience working with high net worth clients has given us valuable insight on these issues. Since the Firm was founded in 1980, we have operated with a rational investment philosophy grounded in long-term ownership of carefully selected high quality companies with predictable growth, sustainable earnings, and disciplined capital allocation.
Year Founded
1980
Social Media
Linkedin
Industry
Financial Services, Investment Services
HQ Location
4334 Munson Street, N.W. Suite 102 CANTON, OH 44718, US
Keywords
Wealth ManagementFamily OfficeRational InvestingInvestment AdvisorHigh Net Worth
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Contact Details
  • Email AddressP**@beesefulmer.com
    Reveal Email
  • Phone Number(xxx)xxx-xxxx
    Reveal Phone

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