A Blend of Youth and Experience

Timothy M. Hyland is on the Committee of Managers for Boyd Watterson Asset Management and is President of the company. Additionally, Tim is the National Director of Sales, Marketing, and Client Service. He is responsible for setting the strategic direction of the Distribution and Marketing teams, formulating annual plans, and overseeing their implementation. It is through his passion for client service and determination to meet client expectations that he maintains and grows existing relationships with consultants and institutions and creates new relationships. Tim is also focused on monitoring market trends in order to provide insight in the development of marketing materials and new products.

Tim’s relationship with Boyd Watterson began in October of 1994 when he joined the predecessor firm Duff and Phelps Investment Management Co. as Executive Vice President and National Sales Manager. Under his leadership, the firm has significantly expanded relationships, as well as assets under management, and has established a strong national presence.

Prior to joining Duff & Phelps in 1994, Tim was a Senior Vice President at McDonald & Co. Securities, Inc., earning a prestigious distinction in the firm’s Presidents’ Council for top producers.

• BS from the Georgia Institute of Technology

Michael E. Bee serves on the Committee of Managers for Boyd Watterson Asset Management. He is responsible for providing excellent service and recommending income solutions to clients and prospective clients. He also reviews trends within the institutional marketplace to assist the portfolio management team in the development of new products. Additionally, Michael serves as an equity strategist and portfolio manager, overseeing the company’s equity assets under management.

Michael has expertise in several areas of the business dating back to when he began his career in October of 1990 with Boyd’s predecessor, Duff & Phelps Investment Management Co. He has served in various roles over the years and has remained ever focused on the client.

• MBA from John Carroll University
• Graduate Studies at the University of Chicago
• BS in Economics from DePaul University
• Member of Laurel School Investment Committee
• Member of Kibble Pet Co. Board

As a member of the Distribution and Marketing team, Patrick Prato is committed to fostering strong relationships with clients and consultants and providing excellent service. His relationship management philosophy centers around   the belief that as a service provider, his job is to provide investment solutions to increase clients’ operational efficiency and growth. Patrick works to align Boyd’s product strategy with that of external partners – identifying, evaluating, and prioritizing areas of opportunities.

Patrick joined the firm in September of 2017 and has since built many strong relationships with global leaders in the financial services space. An accomplished sales and marketing professional with more than 25 years of distribution and marketing experience, Patrick has represented organizations in new marketing initiatives, product development, and platform distribution within the RIA, Family Office, Consultants, Intermediary and Broker-Dealer platforms across all product sets.

• Bachelor of Liberal Arts with a minor in Business from Anna Maria College
• Boys and Girls Club of Cleveland, Aurora Community Theater volunteer

Theodore N. Hellmuth is a Portfolio Strategist focused on small institutions, retail investment platforms, and individuals. His priority is developing and maintaining strong relationships by providing excellent customer service. With a longstanding career in the financial industry, Ted continues to apply his expertise in investments to identify opportunities and solutions.

Since joining Boyd Watterson in March of 2002, Ted has remained focused on designing optimal strategies to maximize financial returns for clients. Prior to joining Boyd Watterson, he was an Investment Officer at Carnegie Asset Management Co. and Partner at Roulston & Company.

• BS from Hillsdale College

John Frady is the Director of Institutional Strategy, responsible for working closely with external consultants and Boyd Watterson’s portfolio management teams to design tailored solutions for institutional investors. He is part of the team that designed and now oversees the Multi-Asset Income Allocation strategy which combines fixed income, limited duration high yield, and real estate.  Additionally, John focuses on growing the Tactical CLO Fund, which is a diversified portfolio of CLO securities tactically based on the company’s macro view.

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. 

• MBA from Florida State University
• BS in Finance and Real Estate 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

Jerome T. Moffitt is part of the Institutional Sales and Marketing team, focused on State, County, and Municipal government entities within Michigan, Indiana, Illinois, Wisconsin, and Massachusetts. His dedication to first-class customer service, in conjunction with his experience within the industry, enhances the overall client experience.

Prior to joining Boyd Watterson, Jerry served as a Senior Advisor/Investor Relations at Alidade Capital LLC and was the Chief Deputy Treasurer for the County of Macomb in Michigan.

• BA in Political Science with Minors in Psychology and Soviet Studies from Michigan State University
• Shelby Township Fire and Police ERS, Chair
• Shelby Township Planning Commission, Chair
• Shelby Township Zoning Board of Appeals, Member
• Michigan Association of Employee Retirement Systems, Member

James R. Stange is on the Institutional Sales team and is responsible for assisting in the growth of assets under management with a primary focus on Taft Hartley accounts in Illinois, Wisconsin, Missouri, Kansas, Minnesota, California, Florida, and Washington, D.C. With his honest and dependable persona, Jim cultivates new relationships within the consultant arena while strengthening existing.

Jim joined Boyd Watterson in October of 2021 with a resume of extensive experience in sales with a focus on Taft Hartley unions and consultants that included a decade with Fifth Third Asset Management, as well as nine years with Foundry Partners Investments.

• Morton Junior College
• Four Terms elected to the House of Representatives as a State Representative – 44th District

As the Director of Marketing, Megan M. Soeder is responsible for assisting the National Director of Sales and Marketing in developing and executing the department’s annual and long-term goals and oversees the marketing team. Additionally, Megan works directly with clients and consultants in providing information and insight into Boyd Watterson’s strategies. Her hands-on approach to assisting with client needs further extends to working with the firm’s account relationship managers to produce consistent, timely portfolio reports.

Megan began with Boyd Watterson in October of 2005, working her way through the company as a former administrative assistant and client service administrator to her current role.

• Currently pursuing a BA from Cleveland State University

As Senior Marketing Associate, Deborah Leet serves as an extension of the National Director of Sales and Marketing, working closely with clients and consultants. Her goal is to maintain a high degree of satisfaction throughout these relationships, ensuring client reporting is timely and accurate and that all questions are thoroughly answered.

Deborah has her finger on the pulse of the market, as well as the firm, having been with Boyd Watterson since September of 1994 when it was known as its predecessor, Duff & Phelps Investment Management Co. As a forward thinker, she remains committed to staying in the know in order to position the firm and its clients for success. Previously, Deborah was a Sales Associate and Trader at McDonald & Co. Securities, Inc.

As Senior Investor Relations Associate, Amanda M. Macko-Graham is a key contact with investors, consultants, and administrators regarding fund operations for the Boyd Watterson Real Estate Funds. Her focus is facilitating an exceptional client experience by providing timely and accurate information, responding to inquiries, and resolving issues.

Since joining Boyd Watterson in November of 2013, Amanda has expanded relationships both internally and externally that have allowed the department to adopt new technology, streamline the investor experience, and expand the capabilities of the Investor Relations team.  Prior to joining the company, Amanda served as an Investment Operations Associate for Northwestern Mutual, Northern Ohio.

• MBA from Ursuline College
• BA from Cleveland State University

As Senior Marketing Specialist, Heather R. Kelley is the creative resource responsible for facilitating the creation and enhancement of firm-wide marketing strategies to promote Boyd Watterson. She is an innovative thinker who focuses on developing marketing campaigns that best suit market trends and inform clients, while continually enhancing the firm’s presence both in print and online.

Heather began her career at Boyd Watterson in October of 2011 and since has contributed to a rebranding of Boyd’s logo, website, marketing materials, and social media presence to ensure a fresh perspective.

• MBA in Business Administration from Baldwin Wallace University
• BA in Organizational Communication with a minor in Marketing from Kent State University

John P. Hyland is a member of the Distribution and Marketing department, specializing in Institutional Sales. Jack is responsible for developing and maintaining strong client and consultant relationships and providing excellent service. In collaboration with portfolio managers and distribution team members, he provides market insight in the development of presentations and portfolio reviews.

Jack started with the company as a Research Analyst in Real Estate Capital Markets in December of 2018 before transitioning into his current role. Prior to Boyd Watterson, he assisted securities analysts and managing partners at a hedge fund for high-net-worth individuals, while also assisting financial advisors with retail client interactions during his time interning at Strategic Value Bank Partners, LLC and AXA Advisors.

• BBA in Marketing from John Carroll University

Joseph P. Tarantino is a Marketing Specialist responsible for assisting in the development and execution of marketing strategies to promote the Boyd Watterson brand. In collaboration with the Senior Marketing Specialist, his main focus is on the website and other electronic media, regularly reviewing all materials for consistency and accuracy.

Joe started at Boyd Watterson as an Intern with the Marketing division in 2019. He also spent time as a Research Analyst before transitioning into his full-time marketing position in February of 2021. Joe was a member of the team that redesigned the company website. He also took part in establishing and implementing an internal due diligence process for the firm’s real estate funds – a process he continues to streamline to this day in order to ensure consistent reporting and improve the flow of internal information.

• BBA in Marketing and Business Analytics from Ohio University College of Business
• MBA from the Monte Ahuja College of Business at Cleveland State University
  
• Member of Beta Gamma Sigma International Business Honor Society

Alain Perez is an Investment Research Analyst responsible for coordinating all activities of assigned equity portfolio management and client service with a focus on equity research and portfolio analytics. Working alongside the company’s senior equity managers, he provides support in implementing strategies and processes that drive business development.

Alain first interned with Boyd Watterson before becoming a full-time employee in June of 2019.

• BA in Economics and Mathematics from Oberlin College
• Currently enrolled in CFA program
• Associate Member of Urban Land Institute (ULI) since December 2019

As an Investor Relations Associate, Aidan O. Hubbell serves as a key point of contact for investors, consultants, and administrators in relation to the company’s private funds. He provides fund reporting, answers inquiries, and facilitates the completion and execution of fund documents. Aidan also coordinates the capital call and queue process for multiple private funds.  His attention to detail and adherence to the timely and accurate dissemination of information are key components to maintaining excellent client service.

Aidan previously worked as a Financial Advisor for several years at Equitable Advisors where he focused on financial planning, as well as retirement and investment account management. He joined Boyd Watterson in June of 2021.

• BBA from John Carroll University with a major in Finance and minor in Economics

As an Investor Relations Associate, Allison M. Shenk serves as a key contact with investors, consultants, and administrators for inquiries and account needs for Boyd Watterson’s private funds. She provides excellent service to investors and their representatives by providing timely and accurate information and resolving issues. She is a primary interface with the fund administrators for all investor-related activities and ensures timely, accurate distribution of information to investors.  Allison also coordinates the implementation and administration of electronic subscription documents for Boyd Watterson’s private funds.

Allison joined Boyd Watterson in March of 2022 after working as a Senior Investor Relations Coordinator within the Investor Relations department at Redwood Living Inc.

• BS in Business Administration with a focus in Marketing from Ohio University

As a Junior Investor Relations Associate, Aidan C. Banner serves as a key contact with investors, consultants, and administrators regarding the administration of Boyd’s real estate products. His primary responsibilities center around excellent service and include the resolution of issues, the accurate completion and final execution of fund documents within deadlines, maintenance of the investor portal, and the review and distribution of investor information.

Aidan joined Boyd Watterson in July of 2022 as a recent college graduate.

• BS in Business Administration from the Max M. Fisher College of Business at The Ohio State University

As a Digital Media Strategist, Alec L. Gevry is responsible for creating content to promote the company on various social media platforms. His goal is to identify key areas beneficial to clients, consultants, and employees and develop strategies to reach the relevant parties utilizing such avenues as the company website, blogs, Twitter, YouTube, and podcasts.

Since Alec joined Boyd Watterson in November of 2021, he has increased Boyd’s digital media presence to reach a wide audience.

• BA in Business Administration from Indiana Wesleyan University

Annika G. Gevry serves as a Digital Media Strategist responsible for producing promotional and educational multimedia content. Her focus is on expanding the company’s digital presence while ensuring brand consistency. Annika suggests and implements direct marketing methods in tune with current market expectations.

Since joining Boyd Watterson in January of 2021, Annika has expanded Boyd’s digital presence across social media platforms.

• BA in Multimedia Communication from Indiana Wesleyan University