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

Ken Kilpatrick, CFA

Ken Kilpatrick, CFA

Position: Vice President, Senior Research Analyst
Categories: Research and Data Lab
Location: Our Team
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As a Senior Research Analyst for the Real Estate division, Ken C. Kilpatrick is responsible for leading the fundamental research team to help portfolio managers identify key macro-, portfolio-, and asset-level risks throughout Boyd Watterson’s real estate products. This includes assisting in the launch of new products through outreach, data collection and dissemination, and product research; highlighting major risks through diligent research on potential new acquisition opportunities and existing portfolio dynamics; sourcing accretive deals in new sectors through broker outreach and data collection; and communicating effectively with clients through quarterly marketing updates.

Ken began his time at Boyd Watterson in February of 2017 and since then has been an integral part of the collaboration to form the Real Estate Research department. He has assisted in growing the GSA focused open-end real estate fund, launching and growing the state and local government focused open-end real estate fund, and launching the open-ended REIT product.  He has also helped form some new SMA products tailored to specific client needs.  Moreover, as these new products have launched and grown, Ken has helped build and create the firm’s proprietary data system which provides a competitive advantage in the marketplace.

Previously, he served as a Financial Analyst with First National Bank where he created reports to assist the management team evaluate retail branch performance throughout its entire footprint.

  • BS in Business Administration with a double major in Finance and Economics from Youngstown State University
  • CFA Charter Holder
  • Member of the CFA Institute
  • Member of the Urban Land Institute