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.

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

Michael Bee

Position: Executive Vice President
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

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

Jerome Moffitt

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

Jerome T. Moffitt is the Senior Vice President of Sales and Marketing for Boyd Watterson’s Institutional Sales team. Prior to joining the firm in 2022, Jerry worked at Alidade Capital LLC as Senior Advisor/Investor Relations. He holds a Bachelor’s Degree in Political Science with minors in Psychology and Soviet Studies from Michigan State University. Jerry is a member of the Shelby Township Zoning Board of Appeals and the Michigan Association of Employee Retirement Systems and serves as Chairman on the Shelby Township Fire and Police ERS and the Shelby Township Planning Commission.

 

Jerome Moffitt

Senior Vice President, Sales and Marketing

Bloomfield Hills, MI

James Stange

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

James R. Stange is the Vice President of Sales for Boyd Watterson’s Institutional Sales team. Prior to joining the firm in 2021, Jim worked at Fifth Third Asset Management in Sales and Foundry Partners Investments in Sales. He holds a degree from Morton College.

James Stange

Vice President of Sales

Chicago, IL

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-Graham

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

Amanda M. Macko-Graham is a Senior Investor Relations Associate 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-Graham

Vice President, Senior Investor Relations Associate

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

Allison Shenk

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

Allison M. Shenk serves as an Investor Relations Associate who focuses on Fund Operations. Prior to joining Boyd Watterson, Allison worked at Redwood Living Inc., as a Senior Investor Relations Coordinator within the Investor Relations Department. She holds a B.S, in Business Administration with a focus in Marketing from Ohio University.

Allison Shenk

Investor Relations Associate

Cleveland, OH

Alec Gevry

Position: Digital Media Strategist
Categories: Distribution and Marketing
Location: Our Team

Alec L. Gevry serves as a Digital Media Strategist responsible for creating content to promote the digital presence of Boyd Watterson on various social media platforms. Alec joined Boyd Watterson in 2021. He holds a BA from Indiana Wesleyan University.

Alec Gevry

Digital Media Strategist

Cleveland, OH

Annika Peterson

Position: Digital Media Strategist
Categories: Distribution and Marketing

Annika G. Peterson serves as a Digital Media Strategist responsible for producing promotional and educational multimedia content for marketing, client relations, and internal communication across multiple social media platforms. Prior to joining Boyd Watterson in 2022, Annika served as Executive Director of Amplify Media where she directed and helped launch a student-led media organization at Indiana Wesleyan University. She also holds a BA in Multimedia Communication from Indiana Wesleyan University.

Annika Peterson

Digital Media Strategist

Cleveland, OH

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