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A Blend of Youth and Experience

Boyd Watterson’s dynamic culture fosters an environment of respect and trust that encourages an exchange of ideas in a collegial environment. We believe that achieving our goals requires inclusion and a shared responsibility with individual accountability.

Brian Gevry, CFA

Position: Chief Executive Officer, Chief Investment Officer
Categories: Board of Directors, Management, Real Estate Investment, Fixed Income Investment
Location: Our Team

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.

Brian Gevry, CFA

Chief Executive Officer, Chief Investment Officer

Cleveland, OH

Timothy Hyland

Position: President, National Director of Sales and Marketing
Categories: Board of Directors, Management, Distribution and Marketing
Location: Our Team

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.

Timothy Hyland

President, National Director of Sales and Marketing

Cleveland, OH

Brian Convery, CFA

Position: Executive Vice President, Deputy Chief Investment Officer
Categories: Board of Directors, Management, Real Estate Investment, Fixed Income Investment
Location: Our Team

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.

Brian Convery, CFA

Executive Vice President, Deputy Chief Investment Officer

Cleveland, OH

Patty Jamieson

Position: Executive Vice President, Chief Financial Officer
Categories: Board of Directors, Management, Administration
Location: Our Team

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 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.

Patty Jamieson

Executive Vice President, Chief Financial Officer

Cleveland, OH

Michael Bee

Position: Executive Vice President, Client Portfolio Manager
Categories: Board of Directors, Distribution and Marketing
Location: Our Team

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.

Michael Bee

Executive Vice President, Client Portfolio Manager

Cleveland, OH

Mike Vandenbossche, CFA

Position: Executive Vice President, Chief Investment Officer, Fixed Income
Categories: Management, Fixed Income Investment
Location: Our Team

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.

Mike Vandenbossche, CFA

Executive Vice President, Chief Investment Officer, Fixed Income

Bloomfield Hills, MI

Robert Law

Position: Executive Vice President, Chief Investment Officer of Real Estate
Categories: Management, Real Estate Investment
Location: Our Team

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.

Robert Law

Executive Vice President, Chief Investment Officer of Real Estate

Washington, DC

Thomas Tarantino

Position: Executive Vice President, General Counsel, Chief Compliance Officer
Categories: Management, Administration
Location: Our Team

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.

Thomas Tarantino

Executive Vice President, General Counsel, Chief Compliance Officer

Cleveland, OH

James Waler

Position: Executive Vice President, Chief Technology Officer
Categories: Management, Information Technology and Operations
Location: Our Team

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.

James Waler

Executive Vice President, Chief Technology Officer

Cleveland, OH

Al Iudicello

Position: Executive Vice President, Chief Strategy Officer
Categories: Real Estate Investment
Location: Our Team

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.

Al Iudicello

Executive Vice President, Chief Strategy Officer

Washington, DC

Stephen Perry

Position: Executive Vice President, Strategic Advisor
Categories: Board of Directors, Real Estate Investment
Location: Our Team

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.

Stephen Perry

Executive Vice President, Strategic Advisor

Cleveland, OH

Casey Wendeln

Position: Executive Vice President, Portfolio Management, Head of Chicago Office
Categories: Real Estate Investment
Location: Our Team

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.

Casey Wendeln

Executive Vice President, Portfolio Management, Head of Chicago Office

Chicago, IL

Thomas Cicotello

Position: Executive Vice President, Portfolio Management, Head of DC Office
Categories: Real Estate Investment
Location: Our Team

Thomas M. Cicotello serves as a member of the Boyd Watterson portfolio management team and the Real Estate Investment Committee.  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.

Thomas Cicotello

Executive Vice President, Portfolio Management, Head of DC Office

Washington, DC

Kathleen Herrin

Position: Executive Vice President, Chief Financial Officer, Real Estate Funds
Categories: Real Estate Investment
Location: Our Team

Kathleen B. Herrin oversees accounting, finance, cash management and external audit functions for the real estate team. Prior to joining Boyd Watterson in 2010, Kathy was Vice President, Controller and Asset Manager for a boutique Chicago real estate investment firm.  As controller she was responsible for overseeing the accounting, reporting and forecasting for a $550 million real estate portfolio.  As Asset Manager she was responsible for monitoring the activities of third-party property management. In addition, Kathy spent ten years at ORIX Real Estate Equities as vice president in accounting and finance, where she worked in the areas of corporate and development accounting.  Lastly, Kathy spent seven years at LaSalle Partners as a portfolio controller, working on several large managed fund accounts. Kathy has a Bachelor of Science degree in accounting with a concentration in finance from the University of Illinois at Chicago.

Kathleen Herrin

Executive Vice President, Chief Financial Officer, Real Estate Funds

Chicago, IL

Timothy Horne

Position: Senior Vice President, Portfolio Management, Head of Denver Office
Categories: Real Estate Investment
Location: Our Team

Timothy O. Horne serves as a member of the Boyd Watterson Portfolio Management team and is responsible for leading Boyd’s Denver office. Prior to joining Boyd Watterson, Tim spent 27 years with the General Services Administration (GSA) where he served in a variety of senior executive positions including Regional Commissioner for the Public Building Service, Regional Commissioner for the Federal Acquisition Service in the Rocky Mountain Region, and Federal Transition Coordinator. As Federal Transition Coordinator, he was responsible for coordinating the presidential transition across the executive branch. The highlight of his career was serving as the Acting GSA Administrator for all of 2017. Tim is also a member of the presidentially appointed, bipartisan National Infrastructure Advisory Committee which advises DHS and the President regarding key infrastructure issues across the country. Tim is a native of Denver, Colorado and he is a graduate of Regis University.

Timothy Horne

Senior Vice President, Portfolio Management, Head of Denver Office

Denver, CO

Joseph Capra

Position: Senior Vice President, Head of Acquisitions, State
Categories: Real Estate Investment
Location: Our Team

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.

Joseph Capra

Senior Vice President, Head of Acquisitions, State

Chicago, IL

Eric Dowling

Position: Senior Vice President, Head of Acquisitions, GSA
Categories: Real Estate Investment
Location: Our Team

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.

Eric Dowling

Senior Vice President, Head of Acquisitions, GSA

Chicago, IL

Kristen Albano

Position: Senior Vice President, Head of Asset Management, State
Categories: Real Estate Investment
Location: Our Team

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.

Kristen Albano

Senior Vice President, Head of Asset Management, State

Chicago, IL

Brian Orr

Position: Senior Vice President, Head of Asset Management, GSA
Categories: Real Estate Investment
Location: Our Team

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.

Brian Orr

Senior Vice President, Head of Asset Management, GSA

Chicago, IL

Evan Yerega

Position: Senior Vice President, Treasurer
Categories: Real Estate Investment
Location: Our Team

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.

Evan Yerega

Senior Vice President, Treasurer

Cleveland, OH

Della Wegman

Position: Vice President, Regional Director of Asset Management (Denver)
Categories: Real Estate Investment
Location: Our Team

Della G. Wegman is the Regional Director of Asset Management for the Denver office, overseeing real estate asset management in the Western Region. Prior to joining Boyd Watterson, Della was Managing Director of Central U.S. Asset Management at EverWest, where she focused on asset performance in the Central United States. She holds an MBA from Drake University and a BBA in Management Sciences from University of Iowa.

Della Wegman

Vice President, Regional Director of Asset Management (Denver)

Denver, CO

Hugh Nisbet

Position: Vice President, Acquisitions
Categories: Real Estate Investment
Location: Our Team

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.

Hugh Nisbet

Vice President, Acquisitions

Chicago, IL

Nicholas Nigro

Position: Vice President, Acquisitions
Categories: Real Estate Investment
Location: Our Team

Nicholas M. Nigro serves as a member of the real estate team focusing on GSA Fund Acquisitions. Nicholas has more than a decade of institutional real estate experience, including acquisitions, asset management, and capital markets. Prior to joining Boyd Watterson in 2021, Nicholas worked at Bridge Investment Group as Director where he oversaw the Midwest regional acquisitions and asset management of a 2.3 million square foot value-add office portfolio. Nicholas holds a BS in Finance and Accounting from Boston College.

Nicholas Nigro

Vice President, Acquisitions

Chicago, IL

Francis Coppola

Position: Vice President, Regional Director of Asset Management (DC)
Categories: Real Estate Investment
Location: Our Team

Francis J. Coppola is the Regional Director of Asset Management for the DC office, overseeing the 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.

Francis Coppola

Vice President, Regional Director of Asset Management (DC)

Washington, DC

Jeff Hurvitz

Position: Vice President, Development
Categories: Real Estate Investment
Location: Our Team

Jeff W. Hurvitz serves as a member of the real estate acquisitions team in the Washington, DC office with a focus on development. 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.

Jeff Hurvitz

Vice President, Development

Washington, DC

Patrick McGarry

Position: Vice President, Regional Director of Asset Management (Chicago)
Categories: Real Estate Investment
Location: Our Team

Patrick J. McGarry serves as the Regional Director of Asset Management for the Chicago office. 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.

Patrick McGarry

Vice President, Regional Director of Asset Management (Chicago)

Chicago, IL

Anthony Perrino

Position: Vice President, Asset Management
Categories: Real Estate Investment
Location: Our Team

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.

Anthony Perrino

Vice President, Asset Management

Chicago, IL

Silas Campbell

Position: Vice President, Asset Management
Categories: Real Estate Investment
Location: Our Team

Silas T. Campbell is an Asset Manager for the real estate team located in Denver, CO. Prior to joining Boyd Watterson in 2021, Silas spent over 10 years with the General Services Administration (GSA) where he served in a variety of positions including Business Center Manager and Asset Manager for the Region 8 Portfolio Management Division. Silas holds an MS in Real Estate and Construction Management from the University of Denver and a BS in Business Administration with a Minor in Political Science from the University of Vermont.

Silas Campbell

Vice President, Asset Management

Denver, CO

Daniel Orcutt

Position: Vice President, Asset Management
Categories: Real Estate Investment
Location: Our Team

Daniel A. Orcutt is an Asset Manager for the real estate team located in the Washington, DC office. Prior to joining Boyd Watterson, Dan worked at Newmark as the Director of Management Services where he served as the market leader for property management services in the Mid-Atlantic region. Prior to Newmark, Dan worked at CBRE as a Director of a property management portfolio consisting of 10 million square feet of office and industrial assets throughout the Washington Metro region. Dan holds a BA in Environmental Design from University at Buffalo. He also holds the Certified Property Manager (CPM) designation from the Institute of Real Estate Management (IREM).

Daniel Orcutt

Vice President, Asset Management

Washington, DC

Christopher Winn

Position: Vice President, Asset Management
Categories: Real Estate Investment
Location: Our Team

Christopher E. Winn serves as an Asset Manager for the real estate team located in the Denver, CO office. Prior to joining the firm, Chris worked at Everwest Real Estate Investors as the Director of Asset Management where he managed a portfolio of industrial and office properties in Colorado, Illinois, Texas, and Wisconsin. Prior to Everwest, Chris worked at Consolidated Investment Group as an Asset Manager where he managed a portfolio of industrial and multi-family properties in Colorado, California, and North Carolina. Chris holds an MBA in Finance from University of Wisconsin-Madison and a BS in Geology from University of California.

Christopher Winn

Vice President, Asset Management

Denver, CO

Larry Murphy

Position: Vice President, Treasury
Categories: Real Estate Investment
Location: Our Team

Larry Murphy is a Vice President for Boyd Watterson’s Treasury team.  Larry joined Boyd Watterson Asset Management in May 2018.  Larry brings 24 years of financials services and commercial real estate experience to BWAM most recently working as a Senior Analyst for KeyBank, focusing on loan origination for Commercial Mortgage Backed Securities (“CMBS”) and Investor Placement executions.  Larry also held underwriting positions in LaSalle Bank’s and Barclays Real Estate Capital’s capital markets groups structuring and financing more than $2.5 billion in CMBS transactions. He also has workout/asset management experience handling a $500 million commercial real estate portfolio.  Larry received his BS from the University of Iowa.

Larry Murphy

Vice President, Treasury

Chicago, IL

Mark Montgomery

Position: Vice President, Construction Manager
Categories: Real Estate Investment
Location: Our Team

Mark E. Montgomery is the Manager for Construction with Boyd Watterson’s real estate team.  Prior to joining the company, Mark spent 15 years as Vice President/Associate Director of Project and Development Services in JLL’s Mid-Atlantic Region.   At JLL, Mark was responsible for managing more than 8 million square feet of design and construction projects including commercial office interiors, data centers and ground-up construction for corporate, government and non-profit clients.  Prior to JLL, Mark spent five years as the lead of CBRE’s Washington, DC Metro Project Management Group.   He also held various space management and project management roles at Federal Home Loan Mortgage Corporation and MCI/WorldCom.   Mark attended the Howard University School of Architecture and earned an AAS in Construction Management from Northern Virginia Community College.

Mark Montgomery

Vice President, Construction Manager

Washington, DC

Joe DiMartino

Position: Assistant Vice President, Acquisitions
Categories: Real Estate Investment
Location: Our Team

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. 

Joe DiMartino

Assistant Vice President, Acquisitions

Chicago, IL

Trenton Joyce

Position: Assistant Vice President, Acquisitions
Categories: Real Estate Investment
Location: Our Team

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.

Trenton Joyce

Assistant Vice President, Acquisitions

Chicago, IL

Steven Zhang, CFA

Position: Assistant Vice President, Acquisitions
Categories: Real Estate Investment
Location: Our Team

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.

Steven Zhang, CFA

Assistant Vice President, Acquisitions

Chicago, IL

Ryan Gerrety

Position: Assistant Vice President, Asset Management
Categories: Real Estate Investment
Location: Our Team

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 Gerrety

Assistant Vice President, Asset Management

Washington, DC

Ryan Howard

Position: Assistant Vice President, Asset Management
Categories: Real Estate Investment
Location: Our Team

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.

Ryan Howard

Assistant Vice President, Asset Management

Chicago, IL

Jesse Meetre

Position: Assistant Vice President, Asset Management
Categories: Real Estate Investment
Location: Our Team

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.

Jesse Meetre

Assistant Vice President, Asset Management

Washington, DC

Steve Riley

Position: Assistant Vice President, Asset Management
Categories: Real Estate Investment
Location: Our Team

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.

Steve Riley

Assistant Vice President, Asset Management

Washington, DC

Eshaan Varma

Position: Assistant Vice President, Asset Management
Categories: Real Estate Investment
Location: Our Team

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.

Eshaan Varma

Assistant Vice President, Asset Management

Chicago, IL

Julia Jacobsen

Position: Assistant Vice President, Asset Management
Categories: Real Estate Investment
Location: Our Team

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.

Julia Jacobsen

Assistant Vice President, Asset Management

Washington, DC

Peter Liebman

Position: Assistant Vice President, Development
Categories: Real Estate Investment
Location: Our Team

Peter W. Liebman serves as a member of the real estate acquisitions team in the Denver, CO office with a focus on development. Prior to joining Boyd Watterson, Peter worked as an Investments and Capital Markets Associate with Stonebridge Development in Washington DC, responsible for the underwriting, due diligence, and financing efforts for new investments as well as asset management and disposition for all existing investments. Prior to joining Stonebridge, Peter worked at Kodiak Properties and its subsidiary SPMC Properties, specializing in the acquisition of retail real estate in the Mid-Atlantic region and urban mixed-use acquisitions in the District of Columbia. Prior to commercial real estate, Peter worked in management consulting with Vynamic and PA Consulting. He holds an MS in Real Estate Finance from Johns Hopkins University and a BA in Economics from the University of Rochester.

Peter Liebman

Assistant Vice President, Development

Denver, CO

Thoriq Hardian

Position: Assistant Vice President, Senior Staff Accountant
Categories: Real Estate Investment
Location: Our Team

Thoriq A. Hardian serves as the Senior Staff Accountant for the real estate team. Prior to joining Boyd Watterson in September 2016, Thoriq worked at KeyBank as a Senior Fund Accountant and PNC Bank as a Senior Operation Specialist/Senior Fund Accountant for the Building Investment Trust (BIT). Thoriq holds a BA in Finance and a Master of Accountancy from Cleveland State University.

Thoriq Hardian

Assistant Vice President, Senior Staff Accountant

Cleveland, OH

Keith Schuman

Position: Senior Analyst, Acquisitions
Categories: Real Estate Investment
Location: Our Team

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.

Keith Schuman

Senior Analyst, Acquisitions

Chicago, IL

Nikola Tatic

Position: Senior Analyst, Acquisitions
Categories: Real Estate Investment
Location: Our Team

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.

Nikola Tatic

Senior Analyst, Acquisitions

Chicago, IL

Colleen Hyland

Position: Senior Analyst, Asset Management
Categories: Real Estate Investment
Location: Our Team

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.

Colleen Hyland

Senior Analyst, Asset Management

Chicago, IL

Brant Goodrich

Position: Senior Analyst, Asset Management
Categories: Real Estate Investment
Location: Our Team

Brant T. Goodrich is a Senior 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.

Brant Goodrich

Senior Analyst, Asset Management

Chicago, IL

Kevin Cleary

Position: Senior Analyst, Treasury
Categories: Real Estate Investment
Location: Our Team

Kevin M. Cleary is a Senior Analyst for Boyd Watterson’s real estate team. Prior to joining the company in 2018, Kevin was an Equity Research Analyst at Northcoast Research, where he focused on the industrial and building materials sectors. He holds a BA in Economics from Indiana University Bloomington and is currently enrolled in the CFA program.

Kevin Cleary

Senior Analyst, Treasury

Cleveland, OH

Allegra Godfrey

Position: Analyst, Asset Management
Categories: Real Estate Investment
Location: Our Team

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.

Allegra Godfrey

Analyst, Asset Management

Chicago, IL

Alexa Knezevic

Position: Financial Analyst
Categories: Real Estate Investment
Location: Our Team

Alexa M. Knezevic serves as a Financial Analyst for Boyd Watterson’s real estate team. Prior to joining Boyd Watterson in 2021, Alexa worked as a Financial Analyst in Business Planning and Analysis at Marathon Petroleum. She holds an MBA from Mississippi State University and a BS in Business Administration with a concentration in Finance from Bowling Green State University.

Alexa Knezevic

Financial Analyst

Cleveland, OH

Alex Hughes

Position: Financial Analyst
Categories: Real Estate Investment
Location: Our Team

Alex R. Hughes serves as a Financial Analyst for Boyd Watterson’s real estate team. Prior to joining the firm in 2021, Alex served as a Finance Analyst II at STERIS for the Corporate Accounting team. He holds an MBA from Cleveland State University and a BS in Business with a concentration in Finance and minors in Business Legal Studies and Spanish from Miami University.

Alex Hughes

Financial Analyst

Cleveland, OH

Nikki Carpenter

Position: Real Estate Business Development Coordinator
Categories: Real Estate Investment
Location: Our Team

Nikki A. Carpenter serves as a Real Estate Business Development Coordinator for Boyd Watterson’s Portfolio Management department. Prior to joining Boyd, Nikki served as a real estate marketing and operations specialist, where she spent 13 years as a trusted advisor and resource. She had a wide range of focus including the development of marketing and communications strategies and materials, streamlining internal processes, designing training programs and employee experiences, and driving collaboration among cross-functional teams. Nikki holds a Bachelor’s Degree from Westwood College.

Nikki Carpenter

Real Estate Business Development Coordinator

Denver, CO

Tiffany Fischer

Position: Assistant Vice President, Assistant Construction Manager
Categories: Real Estate Investment

Tiffany Fischer is an Assistant Construction Manager for the real estate team located in the Washington, DC office. Prior to joining the firm, Tiffany was an Assistant Project Manager with Paradigm Contractors, LLC where she was responsible for project document control, procurement process, assist in cost reporting and assist in Subcontractor management. Tiffany holds a BS in Concrete and Construction Management with a minor in Business Administration from Middle Tennessee State University. She also holds the OSHA 30-Hour Certification and the USACE CQC Certification.

Tiffany Fischer

Assistant Vice President, Assistant Construction Manager

Washington, DC

Vince Leibold

Position: Investment Program Coordinator
Categories: Real Estate Investment
Location: Our Team

Vince Leibold focuses on Program Management for Boyd Watterson’s real estate team. Prior to joining Boyd Watterson in 2020, Vince held positions in strategic program management at NORC at the University of Chicago. He holds a BS from Ohio University and a Project Management Certificate from Cornell University.

Vince Leibold

Investment Program Coordinator

Cleveland, OH

James Plante

Position: Investment Program Coordinator
Categories: Real Estate Investment
Location: Our Team

James L. Plante is the Investment Program Coordinator focusing on the development and coordination of various initiatives within the Real Estate division. Prior to joining Boyd Watterson in 2020, James was a Public Affairs Advisor at Olympus Energy where he managed the government relations strategy with the firm’s financial backer, developed and executed a strategic communications plan, and cultivated relationships with state legislators. James holds a BS in Entrepreneurship with a Minor in Political Science from Grove City College.

James Plante

Investment Program Coordinator

Cleveland, OH

Vanessa DeLano

Position: Valuations Coordinator
Categories: Real Estate Investment
Location: Our Team

Vanessa M. DeLano is a Valuations Coordinator with the Real Estate and Accounting and Finance teams responsible for the management of the quarterly valuation process for the Boyd Watterson Real Estate funds. Vanessa joined Boyd Watterson in May of 2021 as a Receptionist and Administrative Assistant before moving into her current role.

Vanessa DeLano

Valuations Coordinator

Cleveland, OH

Abby Heck

Position: Staff Accountant, Real Estate
Categories: Real Estate Investment
Location: Our Team

Abby R. Heck serves as a Staff Accountant for the real estate team. Prior to joining the Boyd Watterson in 2019, Abby worked in public accounting focusing on the audits of universities, state agencies, non-profits, and real estate. Abby holds a BS from DePaul University.

Abby Heck

Staff Accountant, Real Estate

Chicago, IL

Cynthia Turnbow

Position: Administrative Assistant
Categories: Real Estate Investment
Location: Our Team

Cynthia L. Turnbow works in administration for the real estate team. Prior to joining Boyd Watterson in 2015, Cynthia served as the Investor Relations Specialist and Internal Wholesaler at a boutique Real Estate investment firm for four years. She also worked at FPL Advisory Group for 11 years as the Receptionist/Accounts Payable Assistant.

Cynthia Turnbow

Administrative Assistant

Chicago, IL

Michael Krushena, CFA

Position: Executive Vice President, Deputy Chief Investment Officer, Fixed Income
Categories: Fixed Income Investment
Location: Our Team

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.

Michael Krushena, CFA

Executive Vice President, Deputy Chief Investment Officer, Fixed Income

Bloomfield Hills, MI

David Dirk, CFA

Position: Executive Vice President, Director of Portfolio Management and Trading
Categories: Fixed Income Investment
Location: Our Team

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.

David Dirk, CFA

Executive Vice President, Director of Portfolio Management and Trading

Cleveland, OH

S. Brad Fush, CFA

Position: Executive Vice President, Director of Credit Research
Categories: Fixed Income Investment
Location: Our Team

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.

S. Brad Fush, CFA

Executive Vice President, Director of Credit Research

Bloomfield Hills, MI

Greg Oviatt, CFA

Position: Executive Vice President, Senior Portfolio Manager
Categories: Fixed Income Investment
Location: Our Team

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.

Greg Oviatt, CFA

Executive Vice President, Senior Portfolio Manager

Bloomfield Hills, MI

Justin Waggoner

Position: Executive Vice President, Senior Portfolio Manager
Categories: Fixed Income Investment
Location: Our Team

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.

Justin Waggoner

Executive Vice President, Senior Portfolio Manager

Cleveland, OH

James Shirak

Position: Executive Vice President
Categories: Fixed Income Investment
Location: Our Team

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.

James Shirak

Executive Vice President

Cleveland, OH

Christie Espin

Position: Vice President, Portfolio Manager
Categories: Fixed Income Investment
Location: Our Team

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.

Christie Espin

Vice President, Portfolio Manager

Cleveland, OH

Rich Pasela

Position: Vice President, Portfolio Manager
Categories: Fixed Income Investment
Location: Our Team

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.

Rich Pasela

Vice President, Portfolio Manager

Cleveland, OH

Joy Franz

Position: Assistant Vice President, Trading
Categories: Fixed Income Investment
Location: Our Team

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.

Joy Franz

Assistant Vice President, Trading

Cleveland, OH

Ashish Mishra

Position: Junior Portfolio Manager
Categories: Fixed Income Investment
Location: Our Team

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.

Ashish Mishra

Junior Portfolio Manager

Cleveland, OH

Cameron Vandenbossche

Position: Credit Analyst
Categories: Fixed Income Investment
Location: Our Team

Cameron D. Vandenbossche serves as a Credit Analyst for Boyd Watterson’s fixed income team. Cameron started at BWAM in June 2018 as an Intern where he assisted both the real estate and fixed income teams focusing on market research and credit analysis. Cameron holds a BA in Economics with a Minor in the Leadership of Organizations from Michigan State University and an ABA from St. Clair County Community College.

Cameron Vandenbossche

Credit Analyst

Bloomfield Hills, MI

Rank Dawson, CFA

Position: Vice President, Research and Strategy
Categories: Research and Data Lab
Location: Our Team

Rank O. Dawson, CFA, is a Vice President focusing on research and strategy. Rank joined Boyd Watterson Asset Management in 2016. Prior to joining the company, Rank was a credit analyst and a member of the mutual fund research team with Key Private Bank in Cleveland.  He also served as an investment research analyst at UBS. Rank holds a CFA Charter from CFA Institute, an MBA from Xavier University, and a BA from the University of Dayton. Rank is a member of the CFA Society of Cleveland and CFA Institute.

Rank Dawson, CFA

Vice President, Research and Strategy

Cleveland, OH

Steve Berhalter

Position: Assistant Vice President, Senior Data Management Analyst
Categories: Research and Data Lab
Location: Our Team

Steve T. Berhalter is a Senior Data Management Analyst for the real estate and fixed income divisions. Prior to joining Boyd Watterson, Steve worked in Strategy for Sony PlayStation focusing on international expansion and for Caesars Entertainment as a joint venture financial analyst. Steve earned an MBA from the University of Michigan, Ross School of Business and a BA from John Carroll University.

Steve Berhalter

Assistant Vice President, Senior Data Management Analyst

Cleveland, OH

Ken Kilpatrick, CFA

Position: Assistant Vice President, Senior Research Analyst
Categories: Research and Data Lab
Location: Our Team

Ken C. Kilpatrick, CFA, is a Senior Research Analyst for the real estate team. Prior to joining Boyd Watterson, Ken worked at First National Bank of PA as a Financial Analyst. Ken holds a CFA Charter from CFA Institute and a BS in Finance from Youngstown State University. He is also a member of the CFA Institute.

Ken Kilpatrick, CFA

Assistant Vice President, Senior Research Analyst

Cleveland, OH

Arseny Zakharov

Position: Senior Data Management Analyst
Categories: Research and Data Lab
Location: Our Team

Arseny M. Zakharov is a Senior Data Management Analyst for the real estate and fixed income divisions. Prior to joining Boyd Watterson, Arseny pursued an academic career with interests in dynamical systems, optimization and data mining. He developed the software for the data mining and processing in DNA study at Concordia University, QC.  He also had several articles published during his academic career. Arseny earned a PhD in Applied Mathematics from University of Maryland, College Park (UMDCP), and a BS and an MS in Mathematics from Voronezh State University, Russia.

Arseny Zakharov

Senior Data Management Analyst

Cleveland, OH

Ram Gullapalli

Position: Business Intelligence Analyst
Categories: Research and Data Lab
Location: Our Team

Ram A. Gullapalli is a Business Intelligence Analyst for the real estate and fixed income divisions. Prior to joining Boyd Watterson, Ram worked as a Research Assistant focusing on process optimization using advanced technologies. Additionally, Ram also worked as a Programmer Analyst at Cognizant Technology Solutions where he built digital applications for book publishers. He holds an MS in Business Analytics from the Case Western Reserve University, Weatherhead School of Management, an MS in Industrial and Systems Engineering from Youngstown State University and a BS in Mechanical Engineering from Vasavi College of Engineering, Hyderabad, India.

Ram Gullapalli

Business Intelligence Analyst

Cleveland, OH

Joseph Khoury

Position: Economic Analyst
Categories: Research and Data Lab
Location: Our Team

Joseph M. Khoury is an Economic Analyst focusing on global macroeconomic trends. Joe started at BWAM in September 2019 as an Intern assisting the Marketing and Distribution team and held an internship with the CFA Society of Cleveland as a Data Analyst. Joe holds a BS in Economics with a Minor in Finance from Cleveland State University.

Joseph Khoury

Economic Analyst

Cleveland, OH

Daniel Elzeer

Position: Research Analyst
Categories: Research and Data Lab
Location: Our Team

Daniel J. Elzeer is a Research Analyst for the real estate team. Dan started at Boyd Watterson as an Intern assisting the real estate team with research. Prior to joining Boyd, he was a District Manager Intern at Aldi Inc. and an Intern at Clearsulting, LLC. Dan holds a BBA with a concentration in Finance from Cleveland State University.

Daniel Elzeer

Research Analyst

Cleveland, OH

Timothy Moroz

Position: Research Analyst
Categories: Research and Data Lab
Location: Our Team

Timothy D. Moroz is a Research Analyst for the real estate team. Tim started at Boyd Watterson in August 2019 as an Intern assisting the real estate team with qualitative and quantitative research.  Prior to joining Boyd, Tim was an Intern for Congressman David Joyce. Tim holds a BS in Economics from John Carroll University.

Timothy Moroz

Research Analyst

Cleveland, OH

Ting-Yu Chiang

Position: Data Analyst
Categories: Research and Data Lab
Location: Our Team

Ting-Yu Chiang is a Data Analyst for the real estate and fixed income divisions. Prior joining Boyd Watterson, Ting-Yu was a Data Analyst at Citibank in Taiwan focusing on marketing analysis and customer retention. Ting-Yu earned an MS in Business Analytics from Case Western Reserve University and a BS in Economics from Fu Jen Catholic University, Taiwan.

Ting-Yu Chiang

Data Analyst

Cleveland, OH

Patrick Prato

Position: Executive Vice President, Head of Advisor Channel Distribution
Categories: Distribution and Marketing
Location: Our Team

Patrick J. Prato serves as Head of Advisor Channel Distribution. Patrick joined Boyd Watterson in 2017. Prior to joining the firm, Patrick worked for Emerald Asset Management where he was Senior Vice President, Director of Business Development. Patrick has more than twenty years of experience in sales, marketing initiatives, product development, and platform distribution within the RIA, family office, consultant, intermediary, and broker-dealer channels.

Patrick Prato

Executive Vice President, Head of Advisor Channel Distribution

Cleveland, OH

Theodore Hellmuth

Position: Senior Vice President, Portfolio Strategist
Categories: Distribution and Marketing
Location: Our Team

Theodore N. Hellmuth is a Portfolio Strategist for the Advisor Channel Sales team. Ted joined Boyd Watterson Asset Management in 2002. Prior to joining the firm, Ted held the positions of investment officer at Carnegie Asset Management Co. and partner at Roulston & Company. Ted holds a BS from Hillsdale College.

Theodore Hellmuth

Senior Vice President, Portfolio Strategist

Cleveland, OH

John Frady

Position: Senior Vice President, Director of Institutional Strategy
Categories: Distribution and Marketing
Location: Our Team

John Frady is a Senior Vice President and Director of Institutional Strategy based in Tampa, FL. Since joining the firm in 2018, John contributes to the firm in several capacities. His roles include working closely with institutional consultants to design tailored solutions for institutional investors, providing portfolio management services to clients utilizing multi-asset allocation strategies that combine Boyd Watterson’s fixed Income and real estate capabilities, and engaging in a variety of other client-facing activities and services. John is also a participant on the firm’s Macro Committee. 

Prior to joining the firm, John was an institutional Investment Consultant at CapTrust Advisors where he provided consulting services to pension funds, insurance companies, foundations, and endowments. In 2018, John was named one of the National Association of Plan Advisors “Young Guns” Top Advisors under 40. 

John received a Bachelor’s Degree with majors in Finance and Real Estate, as well as a Master’s of Business Administration, from Florida State University.  While in Tallahassee, John won multiple varsity letters in Football playing for legendary coach Bobby Bowden’s Seminoles from 2003 to 2007.

 

John Frady

Senior Vice President, Director of Institutional Strategy

Tampa, FL

Megan Soeder

Position: Vice President, Director of Marketing
Categories: Distribution and Marketing
Location: Our Team

Megan M. Soeder serves as Director of Marketing and focuses on institutional sales development. She joined Boyd Watterson Asset Management in 2006 and has held the positions of client service administrator and administrative assistant. Megan is currently finishing her BA from Cleveland State University.

Megan Soeder

Vice President, Director of Marketing

Cleveland, OH

Deborah Leet

Position: Vice President, Senior Marketing Associate
Categories: Distribution and Marketing
Location: Our Team

Deborah J. Leet is a Senior Marketing Associate focusing on institutional sales development. Debbie joined Duff & Phelps, the predecessor of Boyd Watterson Asset Management, in 1994. Prior to joining the company, Debbie served as Sales Associate and Trader at McDonald & Co. Securities, Inc.

Deborah Leet

Vice President, Senior Marketing Associate

Cleveland, OH

Amanda Macko

Position: Vice President, Investor Relations Manager
Categories: Distribution and Marketing
Location: Our Team

Amanda M. Macko is an Investor Relations Manager who focuses on Fund Operations. Prior to joining Boyd Watterson in 2013, Amanda was an investment operations associate at Northwestern Mutual, Northern Ohio. She holds a BA from Cleveland State University and an MBA from Ursuline College.

Amanda Macko

Vice President, Investor Relations Manager

Cleveland, OH

Heather Kelley

Position: Assistant Vice President, Senior Marketing Specialist
Categories: Distribution and Marketing
Location: Our Team

Heather R. Kelley is a Senior Marketing Specialist responsible for facilitating the creation and enhancement of firm-wide marketing efforts to promote the branding of Boyd Watterson Asset Management. Heather is the creative resource for the company’s marketing materials and website design, providing original solutions to all marketing campaigns. Heather joined Boyd Watterson Asset Management in 2011.  Heather holds an MBA from Baldwin Wallace University and a BA in Organizational Communication with a Marketing Minor from Kent State University.

Heather Kelley

Assistant Vice President, Senior Marketing Specialist

Cleveland, OH

Elizabeth DeBarr

Position: Assistant Vice President, Institutional Portfolio Strategy
Categories: Distribution and Marketing
Location: Our Team

Elizabeth L. DeBarr is an Institutional Portfolio Strategist for Boyd Watterson’s Institutional Sales and Marketing teams. Elizabeth joined Boyd Watterson in 2015 and, prior to her role in Marketing, served as an Analyst for Boyd Watterson’s Fixed Income Investment team. Elizabeth holds a BS from Johnson & Wales University.

Elizabeth DeBarr

Assistant Vice President, Institutional Portfolio Strategy

Cleveland, OH

John Hyland

Position: Institutional Sales Support
Categories: Distribution and Marketing
Location: Our Team

John P. Hyland focuses on institutional sales development.  Jack started at Boyd Watterson as an Intern assisting sales staff and portfolio managers for the institutional and advisor channel teams.  Prior to joining Boyd, he was an intern at Strategic Value Bank Partners, LLC as well as AXA Advisors. His past experience includes assisting securities analysts and managing partners with a hedge fund for high net worth individuals and assisting financial advisors with retail client interactions.  Jack holds a BBA from John Carroll University.

John Hyland

Institutional Sales Support

Cleveland, OH

Ryan Willis

Position: Institutional Sales Support
Categories: Distribution and Marketing
Location: Our Team

Ryan T. Willis focuses on institutional sales development. Prior to joining the company, Ryan served as a Venture Analyst and Business Analyst for SteelBridge Labs and Consulting in Pittsburgh, PA, where he was responsible for identifying and evaluating potential acquisition targets, conducting due diligence, and interfacing with brokers and company executives to close deals. For the Consultancy, he specialized in the analysis and documentation of business requirements and processes.  Ryan also specialized in other consulting services for implementations and process optimizations for alternative investment clients. Ryan holds a BS in Finance from the Fisher College of Business at The Ohio State University.

Ryan Willis

Institutional Sales Support

Cleveland, OH

Joseph Tarantino

Position: Marketing Specialist
Categories: Distribution and Marketing
Location: Our Team

Joseph P. Tarantino serves as a Marketing Specialist in the Cleveland office. Prior to his hire, Joseph worked as an Intern for Boyd Watterson’s Marketing team, where he assisted in the creation and design of the company website. Joseph holds a BBA in Marketing and Business Analytics from Ohio University’s College of Business and is currently enrolled in the MBA program at the Monte Ahuja College of Business at Cleveland State University.

Joseph Tarantino

Marketing Specialist

Cleveland, OH

Alain Perez

Position: Investment Research Analyst
Categories: Distribution and Marketing
Location: Our Team

Alain Perez is an Investment Research Analyst focusing on Boyd Watterson’s equity portfolio strategies. Alain started at Boyd Watterson as an Intern assisting the real estate team with qualitative and quantitative research. Alain holds a BA in Economics and Mathematics from Oberlin College.

Alain Perez

Investment Research Analyst

Cleveland, OH

Aidan Hubbell

Position: Investor Relations Associate
Categories: Distribution and Marketing
Location: Our Team

Aidan O. Hubbell serves as an Investor Relations Associate who focuses on Fund Operations. Prior to joining Boyd Watterson in 2021, Aidan was a Financial Advisor at Equitable Advisors, where he focused on financial planning and retirement/investment account management. He holds a BBA in Finance with a Minor in Economics from John Carroll University.

Aidan Hubbell

Investor Relations Associate

Cleveland, OH

Kelly Sumey

Position: Vice President, Director of Human Resources
Categories: Administration
Location: Our Team

Kelly M. Sumey serves as the Director of Human Resources. She is responsible for leading the HR initiatives for Boyd Watterson which include recruiting and hiring, benefit administration, employee engagement, payroll, and policy/procedure strategy. Prior to joining Boyd Watterson, Kelly worked at Wayne Homes as a Human Resource Manager. Kelly holds a BA in Organizational Management from Malone University and an AA in Business from Stark State College.

Kelly Sumey

Vice President, Director of Human Resources

Cleveland, OH

Taylor Gevry

Position: Vice President, Associate General Counsel, Real Estate
Categories: Administration
Location: Our Team

Taylor R. Gevry joined Boyd Watterson Asset Management in 2014. Taylor holds a BS from Wheaton College, an MBA from Cleveland State University, and a JD from Cleveland-Marshall College of Law where she graduated summa cum laude. Taylor is admitted to practice law in the state of Ohio. She is a member of the Cleveland Metropolitan Bar Association, the Ohio State Bar Association, and Beta Gamma Sigma International Business Honor Society. Taylor is currently enrolled in the CFA program.

Taylor Gevry

Vice President, Associate General Counsel, Real Estate

Cleveland, OH

Ruth Sweeney

Position: Vice President, Associate General Counsel and Compliance Officer
Categories: Administration
Location: Our Team

Ruth A. Sweeney joined Boyd Watterson Asset Management in 2017 and serves as Associate General Counsel, Compliance Officer. Ruth holds a BS from University of Dayton and a JD from Cleveland-Marshall College of Law. She is admitted to practice law in the state of Ohio. She is a member of the Cleveland Metropolitan Bar Association and the Ohio State Bar Association.

Ruth Sweeney

Vice President, Associate General Counsel and Compliance Officer

Cleveland, OH

Tracy Taylor

Position: Vice President, Controller, Corporate Accounting
Categories: Administration
Location: Our Team

Tracy A. Taylor is a Vice President at Boyd Watterson focusing on corporate accounting. Tracy joined Boyd Watterson Asset Management in 2014. Prior to joining the firm, Tracy worked in public accounting focusing on personal and corporate taxation. Tracy holds an MSA from the University of Akron and a BBA from the University of Cincinnati.

Tracy Taylor

Vice President, Controller, Corporate Accounting

Cleveland, OH

Renee Copsey

Position: Assistant Vice President, Executive Administrator
Categories: Management, Administration
Location: Our Team

Renee C. Copsey serves as Executive Administrator, providing support to the Chief Executive Officer (CEO) and Chief Financial Officer (CFO) in the preparation, completion and follow-through of long-term strategic plans and annual business plans. Renee contributes to the efficiency of the business by overseeing the administrative team. Renee joined Boyd Watterson Asset Management in 2015.

Renee Copsey

Assistant Vice President, Executive Administrator

Cleveland, OH

Noah Kaim

Position: Associate General Counsel, Compliance Officer
Categories: Administration
Location: Our Team

Noah T. Kaim joined Boyd Watterson Asset Management in 2019 and serves as Associate General Counsel, Compliance Officer. Noah holds a BS in Finance from Ohio State University and a JD from Case Western Reserve University School of Law.

Noah Kaim

Associate General Counsel, Compliance Officer

Cleveland, OH

Jake Kanter

Position: Staff Accountant, Corporate Accounting
Categories: Administration
Location: Our Team

Jake Kanter is a Staff Accountant at Boyd Watterson focusing on corporate accounting. Prior to joining the firm in 2019, Jake worked for a carbon and graphite products manufacturer as a Staff Accountant. Jake holds a BSBA from Bowling Green State University and a Master of Accountancy from Cleveland State University.

Jake Kanter

Staff Accountant, Corporate Accounting

Cleveland, OH

Sarah Wachtman

Position: Human Resource Administrator
Categories: Administration
Location: Our Team

Sarah I. Wachtman is a Human Resource Administrator and works closely with the Director of Human Resources to oversee all office human resource administration functions, develop professional development programs for each department, and implement company initiatives. Prior to joining Boyd Watterson in 2018, she was an Administrative Assistant in the retail service industry. Sarah holds a Bachelor’s Degree in Exercise Science from The University of Akron.

Sarah Wachtman

Human Resource Administrator

Cleveland, OH

Kristy Angelo

Position: Administrative Assistant
Categories: Administration
Location: Our Team

Kristy L. Angelo serves as an Administrative Assistant and is responsible for a variety of administrative tasks including general office maintenance and client service for the Fixed Income department. Prior to joining Boyd Watterson in November of 2020, Kristy worked for several local colleges and Gilmour Academy in various roles including Media Relations Director, Sports Information Director and Associate Athletic Director. Kristy holds a BS in Broadcast Journalism from E.W. Scripps School of Journalism at Ohio University.

Kristy Angelo

Administrative Assistant

Cleveland, OH

Anne Tomko

Position: Administrative Assistant, Legal
Categories: Administration
Location: Our Team

Anne O. Tomko serves as the Administrative Assistant to the General Counsel, CCO and Legal team. Prior to joining Boyd Watterson in 2019, Anne was the Administrative Assistant to the Athletic Department at St. Edward High School. Anne holds a BS in Sports Management with a Business Minor from Ohio University.

Anne Tomko

Administrative Assistant, Legal

Cleveland, OH

Jessica Rodriguez

Position: Administrative Assistant
Categories: Administration
Location: Our Team

Jessica N. Rodriguez serves as an Administrative Assistant.  Prior to joining Boyd Watterson in 2020, she was the Coordinator at a behavioral health private practice for five years.

Jessica Rodriguez

Administrative Assistant

Cleveland, OH

Tee Hopkins

Position: Administrative Assistant
Categories: Administration
Location: Our Team

Tee Hopkins serves as an Administrative Assistant, providing support to the Executive and Accounting teams. Prior to joining Boyd Watterson in 2021, Tee was the Executive Assistant to the Chief Operating Officer (COO) at Care Alliance Health Center. She holds an Associate’s Degree in Healthcare Administration with a focus in Business from Bryant & Stratton College.

Tee Hopkins

Administrative Assistant

Cleveland, OH

Don Hess

Position: Senior Vice President, Director of Operations
Categories: Information Technology and Operations
Location: Our Team

Don O. Hess is the Director of Operations and is responsible for the oversight and guidance of the Operations department, including shareholder services and real estate programs. Prior to joining Boyd Watterson, Don spent a combined 23 years at National City followed by PNC Bank where he most recently served as the Director of Investment Client Reporting. Don holds an Executive MBA from Baldwin Wallace University, a BS in Operations Management from The University of Akron, and a BS in Labor Economics from the University of Akron. He is also certified in Agile Project Management Fundamentals.

Don Hess

Senior Vice President, Director of Operations

Cleveland, OH

Joe Daneshmand

Position: Vice President, System Analyst
Categories: Information Technology and Operations
Location: Our Team

Shojaeddin Joe Daneshmand is a Systems Analyst and also serves as a Senior Programmer. Joe joined Duff & Phelps, the predecessor of Boyd Watterson Asset Management, in 1997 as a Programmer Analyst. Joe holds an MS from The Ohio State University and a BS from Western Michigan University.

Joe Daneshmand

Vice President, System Analyst

Cleveland, OH

Karen Ringler

Position: Assistant Vice President, Senior Operations Analyst
Categories: Information Technology and Operations
Location: Our Team

Karen A. Ringler is a Senior Operations Analyst. Prior to joining Boyd Watterson Asset Management in 2008, Karen was a trader at Clarion Capital Management and a Trading Assistant at Prescott Ball and Turban.

Karen Ringler

Assistant Vice President, Senior Operations Analyst

Cleveland, OH

Kent Koeth

Position: Network Administrator
Categories: Information Technology and Operations
Location: Our Team

Kent A. Koeth is a Network Administrator.  Kent joined Boyd Watterson Asset Management in 2017. He holds a BBA in Information Systems from Cleveland State University.

Kent Koeth

Network Administrator

Cleveland, OH

Sue Norman

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

Sue Norman is an Operations Analyst. Sue joined Boyd Watterson Asset Management in 2006 as an Administrative Assistant and holds a certification in Secretarial Services. Prior to joining Boyd Watterson, Sue was the office manager for Spitzer Real Estate as well as the legal assistant to Spitzer Management’s legal counsel.

Sue Norman

Operations Analyst

Cleveland, OH

Karen Wisner

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

Karen M. Wisner is an Operations Analyst. She joined Duff and Phelps, predecessor to Boyd Watterson Asset Management, in 1990. Prior to joining the firm, Karen began her career in the Operations Department at Roulston & Company in Cleveland.

Karen Wisner

Operations Analyst

Cleveland, OH

Kaman Tam

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

Kaman Tam serves as an Performance Analyst. Prior to joining Boyd Watterson, she served as a Trade Support Specialist at Key Bank. She holds an MBA from the University of Phoenix and a BS from the University of Akron.

Kaman Tam

Performance Analyst

Cleveland, OH

Divya Bhardwaj

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

Divya Bhardwaj is an Operations Analyst. Prior to joining Boyd Watterson in 2021, Divya served as an Accounts Payable/Business Process Analyst at Pearne & Gordon, where she worked to optimize various business processes. She holds an Associate’s Degree in Business Management from Cuyahoga Community College.

Divya Bhardwaj

Operations Analyst

Cleveland, OH

Nathan Scott

Position: Junior Network Administrator
Categories: Information Technology and Operations
Location: Our Team

Nathan C. Scott is a Junior Network Administrator. Nathan joined Boyd Watterson Asset Management in 2020. He holds a BS in Computer Information Systems from Baldwin Wallace University.

Nathan Scott

Junior Network Administrator

Cleveland, OH

Molly Simich

Position: Junior Programmer Analyst
Categories: Information Technology and Operations
Location: Our Team

Molly E. Simich serves as a Junior Program Analyst and is responsible for assisting the technology department with software programming. Molly joined Boyd Watterson in 2021. She holds a BS in Computer Engineering from The University of Akron.

Molly Simich

Junior Programmer Analyst

Cleveland, OH

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