Brian L. Gevry, CFA, is CEO and CIO of Boyd Watterson Asset Management, LLC, responsible for the strategic leadership of the company and the oversight of the company’s investment processes and committees. Brian also serves as a Manager of Boyd Watterson and as Chairman of the Real Estate Investment Committee. Prior to his role as CEO, Brian served as Boyd Watterson’s Chief Operating Officer from 2000–2006. Previous leadership roles with the company include Executive Vice President and member of the Operating Committee of Duff & Phelps Investment Management Co., Boyd Watterson’s predecessor company. Brian also held positions as a fixed income portfolio manager and senior strategist on the Conservative Value Equity and Fixed Income committees. Brian began his career with the company in 1991. Brian holds a CFA Charter from CFA Institute, an MBA from Case Western Reserve University, and a BA from Cleveland State University. He is a member of CFA Society Cleveland and of CFA Institute.
Timothy M. Hyland serves as National Director of Sales and Marketing for all institutional and retail sales. Tim also serves as a Manager of Boyd Watterson Asset Management. Tim joined predecessor company Duff & Phelps Investment Management Co. in 1994 as Executive Vice President and National Sales Manager. Prior to joining the company, Tim held the position of Senior Vice President with McDonald & Co. Securities, Inc. since 1990. Tim joined McDonald & Co. in 1985 as an Associate Vice President and was elected to the firm’s Presidents’ Council for top producers in 1989. He began his career as an Account Executive with Smith Barney Harris & Upham in 1982 and holds a BS from Georgia Institute of Technology.
Brian A. Convery, CFA, is the Deputy CIO of Boyd Watterson, responsible with the CIO for developing and overseeing investment strategies for the company. He is the primary portfolio manager for Boyd Watterson’s private state government fund and a member of the Real Estate Investment Committee. In addition, Brian manages the company’s research and quantitative teams. Brian joined Boyd Watterson Asset Management in 2011. Prior to joining the company, Brian was a senior investment analyst with Key Private Bank in Cleveland. Previously, he was a partner at WR Huff Asset Management. Brian has also served as a management consultant with Deloitte Touche Tohmatsu Ltd. Brian holds a CFA Charter from CFA Institute, an MBA from Georgetown University, and a BA from the University of Dayton. He is a member of the CFA Society of Cleveland and CFA Institute.
Patricia J. Jamieson is the Chief Financial Officer and a Director of Boyd Watterson Asset Management Company. Prior to joining Boyd Watterson in 2016, Patty Jamieson was with Keycorp until 2013, where she held various executive director positions that reported directly to the Chief Financial Officer since 1998. Patty currently serves on the board of directors of Centrus Energy Corp, a public company. She has also served on the board of Titanium Asset Management Company, which was then a public company. Patty holds a BS in Accounting from John Carroll University.
Michael E. Bee serves as an Executive Vice President for the Institutional Sales division. He also serves as a Manager of Boyd Watterson Asset Management. Michael joined Duff & Phelps Investment Management Co. (Boyd Watterson’s predecessor company) as a research associate in 1990. Michael has served in many roles between the company’s offices in Cleveland and Chicago, including senior investment strategist and large-cap equity and fixed income portfolio manager. Prior to joining the company, Michael was a senior financial analyst within the Corporate Trust Division of the Northern Trust Company in Chicago. Michael holds an MBA from John Carroll University and a BS, in Economics, from DePaul University. He is also a member of the CFA Society of Chicago and serves on the Investment Committee of the Laurel School for Girls.
Mike R. Vandenbossche, CFA, is CIO of Fixed Income and oversees the company’s fixed income strategies. Mike joined Boyd Watterson Asset Management in 2014. Prior to joining the company, Mike was a portfolio manager with Ambassador Capital Management and Munder Capital Management. At Munder, he was a member of the investment strategy team, headed the captive insurance team and managed the corporate and CMBS sectors. Prior to joining Munder, Mike managed institutional fixed income portfolios for Victory Capital Management. Mike started his investment career at First of America Bank in 1990, holding multiple positions including portfolio manager, asset/liability manager, and municipal analyst. Mike holds a CFA Charter from CFA Institute, an MBA from Western Michigan University, and a BA from Central Michigan University. He is also a member of the CFA Society of Detroit and CFA Institute.
Robert M. Law serves as Chief Investment Officer and Portfolio Manager on the real estate team. Bob is also a member of the Real Estate Investment Committee. Prior to joining Boyd in 2009, Bob worked for fourteen years at Mercantile Bank and Trust Company in Baltimore as the managing director of real estate investment management. While at Mercantile, Bob grew the AFL- CIO’s Building Investment Trust from $200 million to $1.9 billion over a ten year period. Bob also worked for five years as the senior vice president and division manager of the real estate industries at Maryland National Bank. Bob graduated from the Virginia Military Institute in 1965 with a B.S. in civil engineering and he attended the Graduate Government and Business program at George Washington University from the fall of 1968 to the spring of 1970.
Thomas J. Tarantino serves as General Counsel, Chief Compliance Officer of Boyd Watterson Asset Management. Tom has practiced law for over 25 years in the areas of corporate and business law, investment adviser regulation, securities law, commercial real estate, government law, and public finance. Tom holds a JD from Cleveland-Marshall College of Law and a BA from Cleveland State University. He is admitted to the Supreme Court of Ohio, the United States District Court, Northern District of Ohio and the United States Court of Appeals for the Sixth Circuit. Tom is also a member of the National Society of Compliance Professionals.
James A. Waler is Chief Operations Officer and Chief Technology Officer. James joined Duff & Phelps, the predecessor of Boyd Watterson Asset Management, in 1990. Prior to joining the firm, James served as an analyst within the National Data Processing Center at Ernst & Young. James holds a BS from John Carroll University.
For 14 years of his career, Mr. Iudicello served in senior management positions in the United States General Services Administration (GSA), with responsibilities for management of the annual preparation of GSA’s 5 year plan and Capitol Hill testimony on the plan and annual GSA prospectuses. Following his employment with the GSA, Mr. Iudicello organized the first national fund specializing in the acquisition and management of real estate assets leased by Federal government entities. He employed this model in six funds, assembling and managing government leased portfolios with over 650 buildings and 23.4 million square feet of space, raising institutional, European and sovereign wealth fund equity and arranging balance sheet and CMBS debt with international banks. Mr. Iudicello graduated from the U.S. Air Force Academy, has an Executive MBA degree from Georgetown University and MCE degree from Catholic University.
Stephen A. Perry serves as a member of the Real Estate Investment Policy Committee and is responsible for advising the real estate team on GSA property strategy and client service. Prior to joining Boyd Watterson in 2014, Steve was the President/Executive Director of the Pro Football Hall of Fame in Canton, Ohio, where he continues to serve as an Honorary Member of the Board of Trustees. Previously, Steve served as the 17th Administrator (CEO) of the U.S. General Services Administration (GSA), a position appointed by President George W. Bush and confirmed by the U.S. Senate. While at the GSA, Steve was responsible for overseeing the agency’s 14,000 employees dedicated to the improvement of the workplace for 1.2 million federal workers housed in government owned or leased properties by managing assets, maximizing value in acquisitions, and implementing technology solutions. He also held various managerial positions at The Timken Company, including Senior Vice President for Human Resources, Purchasing and Corporate Communications, and served in the Cabinet of Ohio Governor George Voinovich as Director of the Department of Administrative Services. Steve has also served as an active participant in a number of organizations, including the Board of Directors for Labor Policy Association, Manufacturing Alliance for Productivity and Innovation, and the National Association of Manufacturing, and has served on numerous boards involved in community service. Steve holds an MS in Management from Stanford University and a BA in Accounting from the University of Akron.
Casey F. Wendeln serves as a member of the Real Estate Portfolio Management team and is a member of the Real Estate Investment Committee. He also oversees capital markets activities and is responsible for oversight of the LIFE Fund and Separate Accounts. Since joining Boyd Watterson, he has worked on approximately $700 million in acquisitions and development projects and placed $1.7 billion in debt financing. Prior to joining Boyd in 2009, Casey worked in the Capital Markets Group at Jones Lang LaSalle in Chicago, where he worked on over $2.4 billion in commercial property transactions. He also interned at ProLogis Trust while getting his MBA in 2008. Casey graduated magna cum laude from the University of Notre Dame with a BBA in Finance and earned his MBA at the Kellogg School of Management at Northwestern University.
Thomas M. Cicotello serves as a member of the Boyd Watterson portfolio management team. In this role, Tom is responsible for developing and maintaining key strategic relationships. Prior to joining Boyd Watterson, Tom was Senior Asset Manager and Director of Commercial Leasing for the privately held Clark Enterprises, Inc. (CEI) of Bethesda, Maryland. At CEI, Tom was responsible for the oversight of management, leasing, and capital improvement activities associated with CEI’s commercial and hospitality portfolio. Before joining CEI, Tom was responsible for the mid-Atlantic portfolio of the publicly traded HRPT Properties Trust (NYSE: HRP). Tom’s experience includes completing more than $675 million in leasing transactions and overseeing more than 14 million square feet of commercial real estate. He has an BSBA in International Business and Finance from The American University. In addition, Tom holds the designations of CCIM from the CCIM Institute and RPA from the Building Owners and Managers Institute International. He was a 2007 recipient of The Prince Gallitzin Cross Award from the Diocese of Altoona-Johnstown. Tom also sits on the boards of Safe Shores—the DC Children’s Advocacy Center, the Monsignor Smyth Endowment Fund, and the SW Business Improvement District in Washington, DC.
Joseph V. Capra is Head of Acquisitions for our State Government Fund. Prior to joining BWAM in 2015, Mr. Capra was Director of the Midwest Capital Markets Group at DTZ (now Cushman & Wakefield). He also formerly worked at the FDIC where he was on the committee responsible for managing a $3 billion portfolio of commercial real estate loans. Previously, Joe worked at Barclays Capital where he oversaw the origination, underwriting and securitization of over $1.25 billion in commercial real estate loans. Prior to Barclays he worked for Keybank Real Estate Capital where he managed a $600 million portfolio of commercial real estate loans. Joe earned his MBA in Finance from the University of Missouri.
Eric F. Dowling is Head of Acquisitions for our GSA Fund. Prior to joining BWAM in 2015, Eric worked for Green Courte Partners, where he had broad responsibilities in acquisitions and asset management and led the disposition efforts for various properties. Eric also previously had development, underwriting, and acquisitions roles with The DSF Group, Arbor Commercial Mortgage, and Equus/BPG Properties. Eric has a BS from Villanova University, and earned his MBA with a concentration in Real Estate and Urban Land Economics from the University of Wisconsin-Madison.
Kristen L. Albano is Head of Asset Management for our State Government Fund. Prior to joining Boyd Watterson in 2014, Kristen worked at IndCor Properties, Inc., a Blackstone Company, focusing on ownership and management of industrial properties. She also served as portfolio and asset manager for Charter Hall Real Estate, formerly Macquarie Real Estate Inc. and has held various financial and analytical real estate positions in her early career. Kristen has an MBA with emphasis in Finance and Real Estate from the University of San Diego and a BS from Cornell University.
Brian R. Orr is Head of Asset Management for our GSA Fund. Prior to joining Boyd Watterson in 2014, Brian worked at Ernst & Young, LLP, where he managed a team on various investment consulting, valuation, and capital markets engagements for the Transaction Real Estate Advisory Services group. He also served as a Leasing Specialist for the General Services Administration (GSA), responsible for performing lease procurement and leasehold portfolio management, as well as conducting market analysis and working with building representatives and brokers while negotiating leases for various federal agencies. Earlier in his career, Brian held various financial and analytical real estate positions. Brian is a member of the Chicago Real Estate Council, the Mortgage Bankers Association, and an Associate Member of the Institute of Real Estate Management. Brian has a BA from Purdue University.
Hugh K. Nisbet works in acquisitions for the real estate team. Hugh joined Boyd Watterson Asset Management in 2017. Hugh brings 23 years of financial services experience to BWAM most recently working as a senior underwriter for KeyBank, focusing on its Commercial Mortgage Back Securities, Fannie Mae and Freddie Mac loan products. Hugh has also held credit and production positions for Barclays Real Estate Capital’s and Natixis’ commercial real estate lending divisions. Throughout his commercial real estate career, Hugh has facilitated the structuring and financing of over $2 billion worth of commercial real estate transactions. He also held various positions in insurance and derivatives trading early in his financial services career. Hugh holds a BSBA and an MBA with a concentration in Finance from the University of Missouri.
Francis J. Coppola is an Asset Manager with the real estate team for government properties in the East. Prior to joining Boyd Watterson, Frank was a Portfolio Manager with Lincoln Property Company overseeing assets in Southwest Washington D.C. Frank has held various real estate positions from agency leasing to acting as a team leader managing all financial and operational aspects within a portfolio of properties. He holds a designation of CCIM from the CCIM Institute and a State of Maryland Associate Broker Real Estate License. Frank has a BS in Business Administration from Susquehanna University.
James E. Georgantas, CFA, CPA, works in asset management for the real estate team. Prior to joining Boyd Watterson in 2015, James worked at Global Logistic Properties (formerly IndCor Properties, Inc.), focusing on financial analysis for a vast portfolio of industrial real estate. James also served as a senior associate within the real estate audit practice for KPMG, LLP. James is a Certified Public Accountant (CPA) and holds a Charter from CFA Institute. James is a member of the AICPA, the ICPAS, CFA Institute, and CFA Society Chicago, where he serves on the education advisory panel. James holds an MS and BS in Accounting from the University of Illinois at Urbana-Champaign.
Jeff W. Hurvitz is an Asset Manager with Boyd Watterson’s real estate team in the Washington, DC office. Prior to joining the company in 2019, Jeff was a Vice President at Jones Lang LaSalle (JLL) on the Government Investor Services team, where he represented owners and developers in the pursuit of GSA leases and the sale of GSA leased assets. On behalf of his clients, Jeff completed over 100 lease transactions totaling over 6 million square feet of space and supported the Capital Markets Government Solutions group, a specialty practice group at JLL dedicated to the sale of Government leased assets, with over $2.0 billion in asset sales. Prior to JLL, Jeff was a Registered Representative with a national securities broker-dealer. Jeff holds a Master’s Degree in Real Estate with a concentration in Development from Georgetown University and a BS in Business Administration with a concentration in Finance from the College of Charleston.
Patrick J. McGarry is an Asset Manager for the real estate team. Prior to joining Boyd Watterson in 2018, Patrick worked in the Chicago office of American Realty Advisors, providing broad asset management services for a portfolio of core and value-add office and industrial properties. Previously, Patrick worked for Reit Management and Research, where he served as the Fiscal Operations Manager overseeing the Midwest Region. He also spent seven years at Equity Office Properties in a variety of financial and analytical roles. Patrick has an MBA in Real Estate Finance and Investment from DePaul University’s Kellstadt Graduate School of Business and a BBA in Finance from The University of Notre Dame.
Anthony M. Perrino is an Asset Manager for the real estate team. Prior to joining Boyd Watterson in 2020, Anthony was an Asset Manager with American Realty Advisors, overseeing a portfolio of core and value-add office and industrial properties. Previously, Anthony held positions at Brookfield Properties Retail (formerly GGP, Inc.) and Ventas, Inc., where he focused on corporate finance, asset management, and financial planning and analysis. Anthony has an MBA with concentrations in Finance and Real Estate Finance and Investment from DePaul University’s Kellstadt Graduate School of Business and a BA from the University of Illinois at Urbana-Champaign.
Joe DiMartino works in acquisitions for the real estate team. Prior to joining Boyd Watterson, Joe worked at Heitman, LLC as an Acquisitions Associate and a Portfolio Accountant. At Heitman, Joe began in the accounting department working on an open-ended commingled fund with assets across the United States. In mid-2015, Joe transitioned to the acquisitions team focusing on both US private equity and private real estate debt investment strategies. During his time at Heitman, Joe has worked on all property types from multifamily and office to student housing and self-storage focusing on core, value-added, and opportunistic strategies. Joe has a BA in Business Economics from State University of New York at Cortland.
Trenton M. Joyce is an acquisitions analyst with Boyd Watterson’s real estate team. Prior to joining the company in 2018, Trenton held the position of commercial mortgage analyst at Fitch Ratings, where he assessed the credit characteristics of US and Canadian CMBS transactions. Previously, Trenton was a structured finance analyst with US Bank, where he was responsible for the monthly oversight and calculations of MBS and ABS trusts. Trenton earned a BBA with a major in Finance from the University of Dayton and is currently enrolled in the CFA program.
Steven Zhang, CFA, works in acquisitions for the real estate team. Prior to joining BWAM in December 2019, Steven worked for Fosun International in New York, where he was an integral part of the real estate team that closed over $2 billion of transactions. Steven also previously held underwriting and origination roles with Quantum Capital Partners. He started his career with Eastdil Secured (Wells Fargo). Steven holds a CFA Charter from CFA Institute, a Masters of Planning in Real Estate Development from the University of Southern California and a BA in Finance from Sun Yat-sen University.
Ryan P. Gerrety is an Asset Manager for the real estate team located in Washington, D.C. Before joining Boyd Watterson, Ryan worked as a Real Estate Manager with CBRE managing various assets in Washington D.C. and Virginia. Prior at CBRE, Ryan worked as an account executive with CoStar Group in Washington D.C. Ryan has a BA in Political Science from Elon University.
Ryan L. Howard works in asset management for the real estate team. Prior to joining Boyd Watterson in 2017, Ryan worked for Deloitte in their Real Estate Consulting group. Ryan earned a BBA with a double major in real estate and finance from the University of Wisconsin-Madison.
Jesse Meetre is an Asset Manager for the real estate team located in Washington, D.C. Before joining Boyd Watterson, Jesse worked as a Senior Associate on the Asset Management team at Carr Properties’ that covered a portfolio of 4.5 million square feet as well as another 2.4 million square feet of development. Prior to Carr Properties, Jesse worked for First Potomac Realty Trust as a Senior Analyst on the Asset Management team. Jesse has a BSBA with a focus in Finance from the University of Central Florida.
Steve Riley is an Asset Manager for the real estate team located in Washington, D.C. Prior to joining the company, Steve worked as a Senior Associate in Jones Lang LaSalle’s capital markets division focusing on government related and institutional investment sales where he participated in over $750 million of transactions. Prior to JLL, Steve held positions at Brandywine Realty Trust and First Potomac Realty Trust where he focused on asset management, transactions, and development activities. Steve has a BSBA with a focus on Real Estate from the University of Central Florida.
Eshaan Varma works in asset management for the real estate team. Prior to joining Boyd Watterson in September 2019, Eshaan worked at JPMorgan within the Tax Oriented Investments group, where he held various positions in analytics and asset management of affordable housing properties. Eshaan holds a Master’s of Science in Accountancy from DePaul University’s Kellstadt Graduate School of Business and a BS in Finance from Loyola University Chicago.
Julia S. Jacobsen serves as an Asset Manager for the real estate team in the Washington, DC office. Prior to joining Boyd Watterson in 2020, Julia worked at Spaulding & Slye Investments as an Assistant Vice President in Asset Management, where she managed a portfolio consisting of office, retail and multi-family product in Chicago, Philadelphia and Atlanta. Julia holds a BS from Gettysburg College.
Keith S. Schuman is a Senior Analyst with Boyd Watterson’s real estate team. Prior to joining the company in 2017, Keith worked at the Inland Real Estate Group. At Inland, Keith was responsible for performing due diligence on various property types across multiple funds, including shopping centers, single-tenant retail, multifamily, and medical office assets. Keith earned a BBA with a double major in real estate and finance from the University of Wisconsin-Madison.
Nikola Tatic works in acquisitions for the real estate team. Prior to joining Boyd Watterson in 2017, Nikola worked at GEM Realty Capital as an Intern in their real estate acquisitions group, providing analysis and market research on a variety of different asset types. He also worked at The Hearn Company as a Summer Intern for their real estate acquisitions team. Nikola has a BA in Economics with a Minor in Finance from Indiana University.
Colleen B. Hyland is a Senior Asset Management Analyst with Boyd Watterson’s real estate team. Prior to joining the company in 2018, Colleen was a Client Analyst for Marquette Associates, an investment consulting firm. Colleen holds an MBA from Loyola University of Chicago and a BS with a double major in Finance and Marketing from Marquette University.
Brant T. Goodrich is an Asset Management Analyst for Boyd Watterson’s real estate team. Prior to joining the company, Brant worked as a Senior Performance Analyst for Marquette Associates. Brant also was a Financial Advisor at Merrill Lynch prior to joining Marquette. Brant earned a BA in Economics from Wheaton College and is currently enrolled in the CFA program.
Allegra M. Godfrey supports the real estate team as an Asset Management Analyst. Prior to joining Boyd Watterson in 2021, Allegra worked at JSO Valuation Group as an Associate, where she completed appraisals across various asset types for property tax appeals in Cook County, Illinois. Allegra holds a BBA from University of Wisconsin-Madison in Finance, Real Estate and Management and is a member of the Wisconsin Real Estate Alumni Association.
Colin Reisert serves as an Analyst for the real estate team in the Washington, DC office. He started at Boyd Watterson as an Intern in the Research Lab, focusing on identifying target assets for acquisition. Prior to joining Boyd, Colin worked at Christenson Investment Partners where he facilitated efficiency for internal office procedures, product development, and client communication. Colin holds a BSBA in Finance with Minor in Psychology from the Darla Moore School of Business at the University of South Carolina.
Michael J. Krushena, CFA, is Deputy CIO of Fixed Income focusing on the high yield and securitized sectors. Prior to joining Boyd Watterson Asset Management in 2017, Michael was the deputy chief investment officer for the Retirement Systems of the City of Detroit. Earlier in his career, Michael served as a senior portfolio manager with Ambassador Capital Management and Munder Capital Management. At both institutions, Michael was a member of the Corporate Credit Strategy team and traded the corporate and asset-backed sectors. He also managed Munder Capital Management’s Enhanced Core institutional composite and the Munder Bond Fund. Michael started his investment career with First Chicago Capital Markets in 1995. Michael holds a CFA Charter from CFA Institute, an MBA from the University of Michigan, and a BA from the University of Michigan. He is also a member of the CFA Society of Detroit and the CFA Institute.
David M. Dirk, CFA, is Director of Portfolio Management and Trading. David joined Duff & Phelps Investment Management Co., predecessor to Boyd Watterson, in 1996. David holds a CFA Charter from CFA Institute, an MBA from Case Western Reserve University, and a BA from Baldwin Wallace University. He is also a member of the CFA Society of Cleveland and CFA Institute.
S. Brad Fush, CFA, is Director of Credit Research for the company’s fixed income strategies. Brad joined Boyd Watterson Asset Management in 2019. Prior to joining the company, Brad was the Director of Credit Research for Incore Capital Management and Munder Capital Management. At Incore, he was a senior member of the investment strategy committee and focused on credit analysis and credit modeling for the corporate sector. Brad started his career at Comerica Bank holding multiple positions including Manager, Commercial Lender and Commercial Credit Analyst. Brad holds a CFA Charter from the CFA Institute, an MS in Accounting and MBA in Finance from Wayne State University, and a BA in Economics from Albion College. He is also a member of the CFA Society of Detroit and the CFA Institute.
Greg D. Oviatt, CFA, is a Senior Portfolio Manager focusing on Boyd Watterson’s suite of taxable fixed income portfolios. Prior to joining Boyd Watterson Asset Management in 2019, Greg was a Senior Portfolio Manager at INCORE Capital Management and Munder Capital Management where he was a senior member of the investment strategy committee, managed institutional fixed income portfolios primarily for insurance companies, and performed credit research in the banking sector. Prior to joining Munder in 2000, Greg was a Money Market Portfolio Manager and Fixed Income Trader at National City Investment Management Company, First of America Investment Corporation and First of America Bank Corporation. Greg began his career in the investment management industry in 1994. Greg holds a CFA Charter from the CFA Institute and a BA in Economics from Kalamazoo College. He is also a member of the CFA Society of Detroit and the CFA Institute.
Justin C. Waggoner is a Senior Portfolio Manager and Trader focusing on Boyd Watterson’s suite of intermediate taxable portfolios. Justin joined Duff & Phelps Investment Management Co., predecessor to Boyd Watterson, in 1999. Justin holds an MBA from Case Western Reserve University and a BS from The Ohio State University. Justin is a member of the CFA Society of Cleveland and CFA Institute.
James R. Shirak is a member of Boyd Watterson’s Executive Committee and Real Estate Investment Committee. Prior to joining Boyd Watterson in 2000, Jim was founder and principal of Sterling Asset Management in Cleveland, Ohio. Previously, he held the position of head of fixed income for BP America, Inc.’s Pension Plan and Savings and Investment Plan. Jim also served as director of fixed income for the Investment Centre and head of fixed income for the Pension Plan of Republic Steel and Lincoln National Corp. Jim holds an MBA and a BA from Ohio University. Jim is a member of CFA Society of Cleveland, CFA Institute, and is a past President of the Bond Club of Cleveland.
Robert H. Fernald is a Portfolio Manager focusing on Boyd Watterson’s suite of core fixed income portfolios with an emphasis on the securitized sectors. Rob joined Boyd Watterson Asset Management in 2014. Prior to joining the company, Rob was a senior portfolio manager with Goode Investment Management Inc. where he managed the Index Plus Strategy and had responsibility for consultant and client relationship management. Previously, Rob managed the fixed income portion of the pension account for TRW. Prior to TRW, Rob managed the total return mutual funds and institutional accounts for Victory Capital Management in Cleveland. Rob started his career in Boston in 1976 at the Bank of Boston. He has held a variety of trading and portfolio positions at commercial banks, regional broker/dealers, and investment companies in Boston, New York City, and Cleveland. Rob holds a BS from Trinity College in Hartford CT.
Christie Espin is a Portfolio Manager focusing on Boyd Watterson’s suite of tax-free portfolios. Prior to joining the company in 2008, Christie served as the Senior Municipal Trader for First Union/Wachovia for ten years. Christie holds a BA from the University of North Carolina at Chapel Hill.
Rich D. Pasela is a Portfolio Manager and Credit Research Analyst focusing on Boyd Watterson’s suite of short-term fixed income portfolios. Prior to joining the company in 2016, Rich held various positions at McDonald & Co. Securities and Key Bank, including operations specialist, retail equity trader, equity research liaison/product manager, and corporate investment grade fixed income desk strategist. Rich has a BA from Baldwin Wallace University. He is a member of the CFA Society of Cleveland and CFA Institute and is currently enrolled in the CFA program.
Joy M. Franz serves as a Fixed Income Trader. Joy joined Duff & Phelps, predecessor to Boyd Watterson Asset Management, in 1993 as an operations analyst. Prior to joining the company, Joy was a trust operations clerk III at National City Bank.
Ashish Mishra is a Junior Portfolio Manager for Boyd Watterson’s fixed income team. Prior to joining the company in 2018, Ashish worked in different roles in Biopharma Industry. He holds an MBA from the Case Western Reserve University, Weatherhead School of Management, an MS from Jiwaji University, Gwalior, and a BS from V.B.S. Purvanchal University, Jaunpur.
Evan M. Yerega serves as the Treasurer for the real estate team. Prior to joining Boyd Watterson in July 2019, Evan was with KeyCorp for over ten years where he held various roles of increasing responsibility in the Finance, Treasury, Credit Risk and Commercial Real Estate groups. Most recently, he worked in the Income Property Group where he managed a $300MM portfolio of commercial real estate loans. Evan holds a BBA in Finance and Economics from Ohio University.