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

Kaman Tam

Kaman Tam

Position: Performance Analyst
Categories: Information Technology and Operations
Location: Our Team

Kaman Tam is a Performance Analyst, specializing in daily performance and operations for fixed income accounts. She certifies the accuracy of account performance and all numbers reported externally to ensure Boyd Watterson is verified and compliant with Global Investment Performance Standards (GIPS).

Kaman joined the company in February of 2017 after having served as a Trade Support Specialist at Key Bank and a Transition Specialist and Client Associate for Stratos Wealth Partners.

  • MBA from the University of Phoenix
  • BS in Financial Services and Financial Planning from the University of Akron