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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.