Caleb Beery, CFA
Investment Operations Manager
Caleb joined Ramsier Financial Services in January of 2015. His responsibilities at the office include overseeing support staff, preparing financial plans, researching investments and assisting with operational and client services. 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 three children Chloe, Jeana and Wyatt.