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.

James Waler

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

Teresa Burchfield

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

Teresa J. Burchfield serves as Operations Manager, overseeing all operations functions. Teresa joined Duff & Phelps, predecessor to Boyd Watterson Asset Management, in 1987.  Prior to joining the firm, Teresa began her career within the Securities and Safekeeping Department at National City Bank in Cleveland. Teresa holds an MBA from Baldwin Wallace University and a BS from the University of Dayton.

Teresa Burchfield

Executive Vice President, Director of Operations

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

Sam Watson

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

Sam E. Watson is a Programmer and System Analyst. Prior to joining Boyd Watterson in 2016, he developed independent software and did contractual work for large internet search and social media companies. He is a graduate of Cleveland’s Tech Elevator and holds bachelor’s degrees in economics and anthropology from Kent State University.

Sam Watson

Programmer and System 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

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

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