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

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.

Patty Jamieson

Position: Executive Vice President, Chief Financial Officer
Categories: Administration, Board of Directors, Management
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 currently serves on the board of directors of Centrus Energy Corp, a public company. She has also served on the board of Titanium Asset Management Company, which was then a public company. Patty holds a BS in Accounting from John Carroll University.

Patty Jamieson

Executive Vice President, Chief Financial Officer

Cleveland, OH

Thomas Tarantino

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

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

Susan Simi

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

Susan J. Simi oversees all office management, payroll, benefit administration, and human resource functions for the firm. Susan joined Duff and Phelps, the predecessor to Boyd Watterson Asset Management, in 1979 and previously served as Controller, office manager and operations analyst. Susan holds a certificate in Human Resource Management from Baldwin Wallace College.

Susan Simi

Vice President, Human Resources

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: Administration, Management
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.  Prior to joining Boyd Watterson in 2018, she was an Administrative Assistant in the retail service industry.  Sarah holds a Bachelor’s Degree in Education 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, working closely with the Marketing and Fixed Income departments. 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: Receptionist, Administrative Assistant
Categories: Administration
Location: Our Team

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

Jessica Rodriguez

Receptionist, Administrative Assistant

Cleveland, OH

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