A Blend of Youth and Experience

Patricia J. Jamieson is Chief Financial Officer and is responsible for the oversight of the Finance, Accounting, Human Resources, and Administration departments for the company. Patricia works closely with the CEO and other executives in setting strategic direction and determining long-term and annual line of business objectives. She is dedicated to optimizing productivity and progress by ensuring human capital and systems resources are in place, in order to drive the strategic goals.

Prior to joining Boyd Watterson in March of 2016, Patricia built an extensive resume in the financial services sector, including fifteen years as an executive at Keycorp. Her roles included CFO of the Corporate Bank and the Director of Planning & Performance Management. Patricia continues to display her commitment and initiative at Boyd Watterson, driving efficiency and process improvement throughout the company.  

• BS in Accounting from John Carroll University

Thomas J. Tarantino is General Counsel and Chief Compliance Officer and is responsible for the management and oversight of the Legal department and regulatory compliance function, including managing outside legal service providers and internal legal and compliance personnel. He is involved in the legal structuring and implementation of new strategies and products, as well as the governance and administration of regulatory compliance functions, policies, and procedures.

Thomas joined Boyd Watterson in January of 2016 and played an integral role in the establishment and growth of the internal Legal department, as well as the expansion of compliance processes and practices, keeping pace with company growth and increasing regulatory demands. Thomas has also overseen the creation of the new product implementation group and dedicated investor relations team. He has more than 25 years of law experience focusing on such areas as corporate and business law, investment adviser regulation, securities law, commercial real estate, government law, and public finance.

• JD from Cleveland-Marshall College of Law
• BA from Cleveland State University
• 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
• Currently serving on the Board of Directors of Deepwood Foundation
• Member of the National Society of Compliance Professionals and various bar associations

Kelly M. Sumey is the Director of Human Resources and is responsible for all Human Resource functions, including planning, position design, recruitment, orientation, training and development, performance, compensation, and benefit design and administration. She works closely with Boyd’s management team to set and execute strategic HR initiatives, including recruiting and retaining high-caliber employees and maintaining the overall culture of the company.

Prior to joining Boyd Watterson in April of 2021, Kelly was a Human Resource Manager for Wayne Homes, in addition to serving as an OSBA Certified Employment Law Paralegal.

• BA in Organizational Management from Malone University
• AA in Business from Stark State College
• Notary Public

Taylor R. Gevry is the Associate General Counsel of Real Estate and Product Development. Her primary focus is to provide legal guidance and problem solving for Boyd Watterson managed private funds with a concentration on new product development and investor relations. She develops creative solutions to complicated problems while improving efficiencies and facilitating effective project implementation. Additionally, Taylor oversees the investor relations and new product development departments.

Taylor first began with the firm in 2014 as a Real Estate Research intern, focusing on federal tenant research and federal government budget analysis. In January of 2017, she transitioned into her current role and has since provided counsel and project coordination for the launch of several private funds and products, in addition to providing counsel on a number of high-profile, complicated acquisitions and financing transactions.

• JD from the Cleveland-Marshall College of Law at Cleveland State University, summa cum laude
• MBA from the Monte Ahuja College of Business at Cleveland State University
• BS in Biology from Wheaton College
• Admitted to practice law in the State of Ohio
• Member of the Cleveland Metropolitan Bar Association
• Member of the Ohio State Bar Association
• Member of Beta Gamma Sigma International Business Honor Society

William T. Raiff is Associate General Counsel, focusing on providing effective legal guidance and support to the company’s Real Estate team. Some of his major responsibilities include the drafting and revision of all contracts and documents within the firm’s Real Estate portfolio, fielding legal questions and coordinating answers and solutions, managing the queue process, and participating in new product development.

Prior to joining the Boyd Watterson team in October 2021, Bill was an Associate Attorney at Walter | Haverfield LLP specializing in the representation of commercial real estate developers, owners, and tenants on real estate transactions including commercial leasing, acquisitions and dispositions, and real estate development across various asset classes. Bill also served as Legal Counsel to SITE Centers Corp. with a focus on commercial leasing, vendor contract negotiation and management, and litigation management.

• JD from the Cleveland-Marshall College of Law
• BA in History from the University of Toledo

Ruth A. Sweeney-Ricica is an Associate General Counsel, Compliance Officer and largely works to ensure Boyd Watterson’s compliance with investment advisory regulation under federal and state securities laws. She focuses on the implementation and maintenance of Boyd’s compliance program, which includes training on firm policies and procedures, cybersecurity, and other industry and regulatory updates. Ruth is also responsible for the filing and maintenance of regulatory-required documents and disclosures, in addition to the preparation of applicable agreements and guidelines relating to Boyd Watterson’s investment advisory relationships and services.

Since joining the firm in January of 2017, Ruth has sought to increase the efficiency and effectiveness of company compliance policies and procedures pursuant to the applicable SEC rules and regulations, while staying current with industry and regulatory standards.

• JD from Cleveland-Marshall College of Law
• Currently pursuing an MBA from Cleveland State University
• BA from the University of Dayton
• Admitted to practice law in the State of Ohio
• Member of the Cleveland Metropolitan Bar Association
• Member of the Ohio State Bar Association

Tracy A. Taylor is the Controller of Corporate Accounting responsible for managing the finance and accounting functions of Boyd Watterson. She works closely with senior management to maintain the continued health and growth of the firm’s financial position by regularly reviewing results, documenting trends, and providing suggestions for opportunities and solutions to risks.

Since joining Boyd in September of 2014, Tracy has collaborated with the IT department to improve financial reporting capabilities and ensure clear, concise reporting. Previously, she was employed as a Tax Associate for BDO USA, formally SS&G, where she focused on tax preparation and planning.

• MSA in Accountancy from the University of Akron
• BBA with a double major in Finance and Accounting and a minor in Real Estate from the University of Cincinnati
• Imagine Bella Academy of Excellence Board Member
• Engage Cleveland Leadership Council

Renee C. Copsey, Executive Administrator, provides support to the Chief Executive Officer (CEO) and other top-level executives in the development and completion of long-term strategic plans and annual business plans for Boyd Watterson’s various lines of business. She assists in the development of company-wide policies and procedures and serves as supervisor of the administrative team, responsible for the hiring, training, managing, and development of the group.

Renee began her career with the firm in June of 2015 and worked in several administrative positions before transitioning to her current role. With excellent organizational skills, an eye for detail, and the ability to work well with people at all levels, Renee is a valued member of the executive team.

As an Associate General Counsel, Compliance Officer, Noah T. Kaim advises on legal matters associated with Boyd Watterson’s real estate line of business. Noah provides guidance regarding investor subscription documents and coordinates with outside legal counsel on various matters. He is responsible for drafting documents regarding any legal issues that arise at company-owned properties. Noah also has a role in reviewing and approving Boyd Watterson marketing materials prior to their release.

Noah served as a Law Clerk at Huffman, Hunt & Klym, LLC, as well as Perantinides & Nolan, Co. L.P.A. prior to becoming a part of the Boyd Watterson team in August 2019.

• JD from Case Western University School of Law
• BS in Finance from The Ohio State University
• Admitted to practice law in the State of Ohio
• Member of the Cleveland Metropolitan Bar Association
• Member of the Ohio State Bar Association

As a Compliance Officer, Scott J. Ford III works collaboratively with the Legal team to ensure company operations comply with regulatory and internal standards while identifying any deficiencies or risk of concerns for management. His responsibilities include reviewing marketing materials to certify compliance of SEC Marketing Rule and GIPS guidelines, and performing ongoing monitoring, testing, and review of firm-wide policies and procedures. Scott is also part of the team that manages the company’s SEC registration documents along with other regulatory findings.

Prior to joining Boyd Watterson in June of 2022, Scott gained more than a decade of experience in the compliance industry serving as a Sr. Compliance Specialist at companies such as Union Home Mortgage Corporation (UHM) and United Consumer Financial Services (UCFS).

• BS in Business Administration with a Minor in Marketing from the University of Toledo

As a Senior Staff Accountant, Keith M. Bowden is responsible for a variety of financial tasks, ensuring efficient and accurate practices that are compliant with industry regulations. His responsibilities include keeping financial records updated, preparing reports, and reconciling bank statements. He is also responsible for oversight of the software used to process business transactions such as accounts payable and receivable, disbursements, invoices, and receipts.

Keith joined Boyd Watterson in June of 2022 after previously working at Neighborhood Family Practice as a Financial Analyst.

• BA in Business Management and Accounting from Notre Dame College

Jake Kanter is a Staff Accountant for the Corporate Accounting division, maintaining Boyd Watterson’s financial records to ensure compliance with laws, regulations, and company policies. Jake is responsible for the preparation of financial statements, analysis of revenues, expenses and commissions, the reconciliation of accounts, and the research and restoration of any accounting issues and discrepancies.

Upon Jake’s arrival to the firm in January of 2019, he has been steadfast in the implementation of processes to increase the accuracy and efficiency of vendor payments and reduce the average time to close. Additionally, he continues to use business analytics to provide insight into the most effective ways to manage costs and direct sales efforts.

• Master of Accountancy from Cleveland State University
• BSBA with concentration in Accounting from Bowling Green State University

Sarah I. Gable, Human Resource Administrator, is responsible for providing administrative support to human resource functions including planning, position design, recruitment and selection, orientation, training and development, performance review, and compensation and benefits.
Sarah joined Boyd Watterson in October of 2018 as a Receptionist before taking on additional responsibilities and transitioning to an Administrative Assistant position. She moved to her current role in April of 2021 where she works closely with the HR Director on company policies regarding workplace safety and culture.

• BS in Exercise Science, Pre-Physical Therapy from the University of Akron
• Amway Independent Business Owner since April 2017
• Member of Kappa Kappa Gamma Association since Spring 2013
  

Kristy L. Angelo is an Administrative Assistant in the Cleveland office, responsible for keeping the office running smoothly. She is the face of the company, providing support company-wide and to external clients and partners. Further, she works closely with the Deputy Chief Investment Officer of Fixed Income to ensure completion of major initiatives.

Kristy began her position with Boyd Watterson in November of 2020. Although new to finance, Kristy has nearly two decades of experience in communications, branding, and event management having previously worked for several local colleges and Gilmour Academy in various roles such as media relations director, sports information director, and associate athletic director.

• BSJ in Broadcast Journalism from E.W. Scripps School of Journalism at Ohio
• Team captain of Team Mighty Mike, raising more than $25,000 to date for Autism Speaks
• 18 years coaching experience through 2021 – six in women’s college basketball and 12 in varsity softball

Anne O. Tomko is an Administrative Assistant in the Boyd Watterson Legal division. She supports the General Counsel, Chief Compliance Officer, and various members of the Legal team, ensuring success in both daily tasks and long-term initiatives. Anne works collaboratively with the Legal team on special projects and is responsible for the organization and maintenance of company and compliance records including entity organizational documents, resolutions, minutes, policies, and procedures. She also assists with the maintenance of the compliance system and risk management programs, and with the distribution and filing of regulatory documents. Anne continues to implement a contract management system, as well as create and implement a legal entity tracking system.

After working as an Administrative Assistant within the St. Edward High School Athletic Department for a number of years, Anne transitioned into her current position with Boyd Watterson in June of 2019.

• BS in Sports Management with a minor in Business from Ohio University

Jessica N. Rodriguez joined the Boyd Watterson team in February 2020 as a Receptionist before transitioning to an expanded role as an Administrative Assistant in the Marketing and Distribution department, focusing on portfolio strategy. She works closely with clients to provide timely and accurate responses to all requirements and requests. Her collaborative manner and outgoing personality naturally compliment her ability to manage the exchange of information between clients and team members.  Additionally, she serves as a member of the company’s Diversity, Equity, and Inclusivity Committee.

Jessica has prior experience working as an Office Coordinator and Patient Advocate for several regional public and private healthcare facilities.

Samantha A. Whitney serves as an Administrative Assistant within the Marketing and Distribution team. Her responsibilities include timely and accurate distribution of materials to clients and consultants. She assists with the coordination of travel accommodations, expense reporting, and other administrative tasks that allow the team to continue to build strong relationships with current clients while developing new business.

Prior to joining Boyd Watterson in September of 2022, Sam served as a Residential Property Manager with The Dalad Group for several years where she was responsible for the oversight of daily building operations, apartment marketing and leasing, and resident retention and relations.

• Ohio Real Estate License from the Ohio Board of Commerce
• Ohio Real Estate Salesperson Certificate of Completion from Hondros College of Business
• Akron-Cleveland Association of Realtors Member