Mon - Fri 8:00am-4:45pm (216) 771-3450
Mon - Fri 8:00am-4:45pm (216) 771-3450

Colorado Office Opened / First Open-End REIT

Colorado Office Opened / First Open-End REIT

Boyd Watterson opened its Denver, Colorado office and launched an open-end strategy real estate REIT
Read More

Second Closed-End Real Estate Program Launched

Boyd Watterson launched a second closed-end strategy real estate program created for a private bank with international investors
Read More

Boyd, Moore & Co. Founded

Boyd, Moore & Co. is founded by Robert M. Boyd and Franklin C. Moore in Cleveland, Ohio
Read More

David G. Watterson Joined

David G. Watterson joined Boyd, Moore & Co.
Read More

Company Name Changed

Company name is changed to Boyd, Watterson & Co.
Read More

Earned CFA Charter Number 24

David Watterson earned CFA charter number 24 as part of the first class of charterholders, beginning the company’s strong commitment to the Chartered Financial Analyst Institute and Program
Read More

Duff & Phelps Investment Management Co. formed

Boyd, Watterson & Co. merged with Duff & Phelps to form Duff & Phelps investment Management Co., which was later acquired by Phoenix Investment Partners
Read More

Boyd Watterson Asset Management, LLC

Employees purchased the Cleveland operations and returned to the company’s roots with the name Boyd Watterson Asset Management, LLC
Read More

Mercantile Bankshares Co. Acquired Boyd Watterson

Mercantile Bankshares Corporation acquired Boyd Watterson to complement its institutional fixed income product offerings
Read More

Boyd’s Employees Purchased Cleveland Operations

PNC Financial Services Group, Inc. purchased the interests of Mercantile Bankshares Corporation. Seven months later, Boyd Watterson employees purchased the Cleveland operations and advisory services from PNC
Read More
1 2