Michael J. Shay is the Director of Trading Operations responsible for overseeing the operations team, monitoring workflows, identifying backlogs, and assisting with accuracy and efficiency. Mike’s core functions include reconcilement, performance, trade settlement, new accounts, account maintenance, proxies, regulatory mailings, and Fixed Income trading. Importantly, Mike creates an open-dialogue environment between the operations team and our internal and external partners to ensure back-office operations run efficiently.
Prior to joining Boyd Watterson in April of 2025, Mike was the Investment Operations Manager with Strategic Value Bank Partners, LLC. He also worked as a Senior Research Analyst within KeyBank’s Multi-Strategy Research team.