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Caleb Beery, CFA

Caleb Beery, CFA

Investment Operations Manager / Associate Advisor

Caleb joined Ramsier Financial Services in January of 2015.  In addition to advising clients and preparing financial plans, he oversees the office’s operational and investment processes.  He is Series 7 and 24 registered and earned his CFA charter in 2019 from CFA Institute.

Prior to joining the firm, Caleb was employed by a property and casualty insurance company where he was responsible for the accounting of that company’s investment portfolio.

Caleb is a graduate of Rittman High School and The University of Akron, where he majored in Accounting.  He lives in Rittman and enjoys spending time with his wife Charity and their four children Chloe, Jeana, Wyatt and Oscar.