A Blend of Youth and Experience

Brian L. Gevry, CFA, is the Chief Executive Officer and Co-Chief Investment Officer of Boyd Watterson, responsible for the strategic leadership of the company and oversight of the company’s investment processes and committees. As CEO, he focuses on the development and execution of the firm’s vision, cultural values, goals, and strategies, allocating resources as necessary to meet client needs while achieving the long-term success of the organization. As Co-CIO, his focus is guiding the investment process, including developing investment philosophy and procedures to ensure Boyd Watterson delivers investment results that meet client expectations while maintaining moderate levels of risk.

Brian joined Boyd Watterson’s predecessor firm, Duff & Phelps Investment Management, in November of 1991. Prior to becoming CEO and CIO in 2006, Brian held various management positions including Chief Operating Officer and Deputy CIO. His approach to leadership reflects his personal philosophy which is centered around honesty and integrity. Brian has worked to shape the organization’s foundational culture, emphasizing inclusivity and transparency, to ensure all employees understand and demonstrate Boyd Watterson’s values and beliefs.

Additionally, Brian established the Strategic Management Process, through which he sets and oversees long-term company and line of business objectives. He has been instrumental in the company’s growth, more than doubling its size in a five-year period, including both assets under management and the number of employees. This growth accelerated in 2013 when BWAM established the real estate line of business and launched its first private open-end real estate fund. Company AUM, comprising fixed income, real estate, and equity strategies, has since been on a continual growth trajectory. Throughout his tenure as CIO, Brian has expanded Boyd Watterson’s national footprint, opening offices in Bloomfield Hills, MI, Washington, D.C., Tampa, FL, and most recently, Denver, CO, to join the already-established headquarters in Cleveland, OH, and office in Chicago, IL.

• MBA from Case Western Reserve University
• BA from Cleveland State University
• CFA Charter Holder
• Member of the CFA Institute
• Member of the CFA Society of Cleveland
• Chair of the Sisters of the Humility of Mary Investment Committee
• Chair of the Cleveland State University Foundation Investment Committee
• Member of the Schott Memorial Center Foundation, Inc.
• Member of the Open Door Christian Schools Board

Brian A. Convery, CFA, is the Co-Chief Investment Officer of Boyd Watterson. Together with the Chief Executive Officer, Brian is responsible for guiding the investment process and developing investment philosophy and procedures to ensure Boyd Watterson delivers investment results that meet client expectations while maintaining moderate levels of risk. He leads, alongside the CEO, the Macro and Investment Policy Committees, focusing on evaluating the broad investment market and guiding risk and return positioning.

Prior to joining Boyd Watterson in 2011, Brian had an extensive career highlighted by roles including management consultant focusing on corporate strategy, and investment analyst specializing in high-yield bonds. His initial role with Boyd was Portfolio Manager of Credit research. His initiative and innovation quickly elevated his position to his current role, advising on strategic direction and facilitating new product development and execution. Within the real estate division, Brian serves as a portfolio manager and member of the Investment Committee. He was instrumental in the development and launch of the firm’s state and local government focused open-ended real estate fund and open-ended REIT product and is an integral part of new product development. He has also driven the development and growth of the Research and Data Lab, a facet of the company focusing on qualitative and quantitative decision making, which he now directs.

• MBA from Georgetown University
• BA from the University of Dayton
• CFA Charter Holder
• Member of the CFA Institute
• Member of the CFA Society of Cleveland

Robert Law is Co-Chief Investment Officer of the real estate division and is responsible, together with the CO-CIOs, to drive the execution of investment processes. He focuses on the development, maintenance, and oversight of real estate investment strategies and products to effectively monitor performance and risk management. Further, he mentors real estate team members across the company in order to transfer his deep real estate knowledge. In collaboration with the Chief Executive Officer, Bob guides the real estate team in the development and execution of long-term and tactical business plans.

Bob joined Boyd Watterson in May of 2009 with deep roots in the real estate sector. He spent 14 years as the Managing Director of Real Estate Investment Management at the Mercantile Bank and Trust Company in Baltimore. During that time, he grew the AFL-CIO’s Building Investment Trust from $200 million to $1.9 billion over a 10-year period. His career has spanned more than three decades and is highlighted at Boyd Watterson by his close involvement in the establishment of the real estate line of business and subsequent real estate funds and programs.

• BS in Civil Engineering from the Virginia Military Institute
• Attended the Graduate Government and Business program at George Washington University

Casey F. Wendeln is the Deputy CIO of the Real Estate division. He serves as the primary portfolio manager for the Boyd Watterson state and local government focused real estate fund and a secondary portfolio manager for the Boyd Waterson GSA focused open-end real estate fund. In these roles, he is responsible for the monitoring and oversight of all activities of the funds, including acquisition and disposition activity, asset management and leasing, balance sheet and capital markets activities, and client relations and reporting. Casey is the Co-Head of Asset Management and Head of the Boyd Watterson Chicago office. He provides oversight for the LIFE fund and separate account activities. In addition, Casey is a member of the Real Estate Investment Committee, Allocation Committee, Finance Committee, and chairs the Underwriting Committee.       

Casey began his career with the company in 2009 and was an instrumental part of building the Real Estate Investment team and its investment vehicles from the ground up. Prior to joining Boyd Watterson, Casey was an Associate in the Capital Markets Group at Jones Lang LaSalle in Chicago, working on $2.4 billion in investment sales of office, industrial, and retail properties nationwide.

• MBA from the Kellogg School of Management at Northwestern University
• BBA in Finance from the University of Notre Dame, magna cum laude
• ULI member
• PREA member
• CREPE member
• Kellogg Real Estate Alumni Club member
• Active fund-raiser for the Alzheimer’s Association
• Coach at the youth sports level for multiple teams

As Co-Deputy Chief Investment Officer of the Real Estate team, Zachary L. Segal focuses on investment activities, product development, and strategic initiatives. Zach is Co-Portfolio Manager of the open-ended REIT product and a member of the Real Estate Investment and Allocation Committees. Additionally, Zach focuses on the research, proposal, and launch of new products.

Prior to joining Boyd Watterson in April of 2022, Zach was a Partner and Special Situations Group Director of Asset Management at The Townsend Group, executing and managing real estate private equity investments across property types, markets, and structures.  Zach also held real estate finance and principal investing roles at Polinger Development Co., Goldman, Sachs & Co., and Charles River Realty Investors, LLC.  During the global financial crisis, Zach served as Director of Strategic Initiatives and Credit Market Programs at the U.S. Department of the Treasury, where he managed Troubled Asset Relief Program (TARP) investments. 

• MBA from the Tuck School of Business at Dartmouth
• BA in English from Dartmouth College, cum laude

As Chief Financial Officer for the Real Estate Funds, Kathleen B. Herrin is responsible for the accounting, finance, cash management, and external audit functions for the Boyd Watterson Real Estate funds and programs. Kathy ensures that each accounting function and report is completed accurately and timely, providing meaningful analysis. She maintains relationships with third-party fund administrators, auditors, and banking institutions, and provides direction, mentoring, and training to her team. Kathy has built and continues to improve processes that result in efficient and effective completion of the many required deliverables.

Prior to joining Boyd Watterson in December of 2010, Kathy served as a Vice President, Controller, and Asset Manager for a boutique Chicago real estate investment firm where she was responsible for overseeing the accounting and finance functions for real estate investment accounts. Kathy has extensive experience in all aspects of real estate accounting and finance, having also worked in management positions at ORIX Real Estate Equities and Lasalle Partners.

• BS in Accounting with a concentration in Finance from the University of Illinois at Chicago

Stephen A. Perry sits on the Board of Directors for Boyd Watterson Asset Management. In addition, he serves in the capacity of a Strategic Advisor within the company. In his role as Strategic Advisor, Stephen facilitates the Strategic Management Process through which the CEO manages the firm and develops long-term and line of business objectives, ensuring goals and action plans are specific and measurable. He is also a member of the Real Estate Investment Committee, where he assists in the review of potential property acquisitions and provides insight into the government space.

Since joining Boyd Watterson in January of 2015, Stephen has helped guide the company through a period of extreme growth, thanks in part to his results-oriented personality and diligence. Stephen’s extensive career includes roles as the President of the Pro Football Hall of Fame, the 17th Administrator (CEO) for the U.S. General Services Administration (GSA), the Director of the Department of Administrative Services for the State of Ohio, and Senior Vice President of Human Resources at Timken Company.

• MS in Management from Stanford University
• BS in Accounting from the University of Akron
• Executive Management Program – University of Michigan Graduate School of Business Administration, Ann Arbor, Michigan

Al Iudicello is a Strategic Advisor to the real estate team focused on establishing acquisition strategy, particularly in the GSA National Capital Region (“NCR”). He is a consultant to the Acquisitions team and is responsible for leveraging his extensive expertise to advise on acquisitions and lease renewal negotiations in accordance with investment strategy and policy guidelines. Al maintains relationships with industry experts, including relevant government officials, developers, and owners.

Al joined Boyd Watterson in January of 2017 after serving as CEO of NGP I-V. He has led an emphasis on the NCR, which has resulted in a major presence for Boyd Watterson. Additionally, Al participates in a variety of product development initiatives, one of which was Boyd Watterson’s second private open-end real estate fund, launched in 2018.

• Graduate of the U.S. Air Force Academy
• Executive MBA from Georgetown University
• MCE from Catholic University

Thomas M. Cicotello is a Portfolio Manager in the real estate division and is responsible for developing and maintaining key strategic relationships with real estate owners, developers, brokers, government staff, civic leaders, and other partners, and for establishing a pipeline of acquisitions for the Boyd Watterson real estate programs. 

In January of 2018, Tom joined Boyd Watterson and led the opening of the company’s office in Washington, D.C. His role has since elevated to Head of the D.C. office, where he embodies and maintains Boyd Watterson culture and values. Most recently, he guided the opening of Boyd Watterson’s newest office in Denver, Colorado.

Prior to joining Boyd, Thomas was a Senior Asset Manager and Director of Commercial Leasing for the privately held Clark Enterprises, Inc. (CEI) of Bethesda, Md., where he was responsible for the oversight of management, leasing, and capital improvement activities associated with CEI’s commercial and hospitality portfolio.

• BSBA in International Business and Finance from the American University
• CCIM from the CCIM Institute
• RPA from the Building Owners and Managers Institute International
• Monsignor Smyth Endowment Fund Board Member
• SW Business Improvement District in Washington Board Member
• NoMa Business Improvement District in Washington, DC Board Member

Timothy O. Horne is a Portfolio Manager in the real estate division and Head of the Denver, Colorado office. He is responsible for ongoing management of the GSA focused open-end real estate fund, the maintenance and continued growth of the company’s investment footprint throughout the western third of the United States, and for developing and maintaining key strategic relationships. Tim provides senior level support and guidance for the Colorado team, personifying and maintaining Boyd Watterson culture and values.

Tim’s resume includes a long tenure with the General Services Administration where, prior to joining Boyd Watterson in February of 2021, he was Regional Commissioner of the Public Buildings Service for GSA’s Region 8 and Acting Administrator of GSA. His extensive career in the government space provides a solid framework for his contribution to Boyd’s vast government leased real estate portfolios.

• BS in Finance from Regis University
• BA in Communications from Regis University
• Member, National Infrastructure Advisory Committee

Brian R. Orr is a Portfolio Manager for GSA/federal leased properties and is responsible for deeply understanding all aspects of those assets. He has a thorough understanding of asset and portfolio risks and works with the portfolio team to develop appropriate mitigation strategies to actively identify opportunities for improving portfolio performance. He is further responsible for communicating his expertise internally to assist in the strategic management of the real estate programs, and externally to provide transparency to investors. Further, Brian is responsible for maintaining relationships with developers, owners, brokers, and other real estate professionals.

Brian came to Boyd Watterson in July of 2014 from Ernst & Young, LLP where he managed a team on various investment consulting, valuation, and capital markets engagements for the Transaction Real Estate Advisory Services group. While at Boyd, Brian has remained focused on driving the total return for the company’s GSA focused open-end real estate fund.

• BA from Purdue University
• Chicago Real Estate Council member
• Mortgage Bankers Association member
• Institute of Real Estate Managements associate member

Kristen L. Albano serves within the Portfolio Management team for the state and local government focused real estate fund, focusing on asset-specific strategies, portfolio composition objectives, and liability management. Kristen makes frequent site visits in order to understand the assets, markets, and owners where the funds are invested so she may actively identify opportunities for portfolio improvement and assist the firm with the acquisition of additional assets. She serves as an active communication conduit between the asset and product portfolio management teams, while also strengthening client-facing interaction and consultant relationships.

Prior to joining Boyd Watterson in July of 2014, Kristen worked at IndCor Properties, a Blackstone-owned company, as a Manager within the Finance Group. Kristen began her career with Boyd as an Asset Manager and held positions with ever-increasing responsibilities, leading to her current role in portfolio management.

• MBA in Finance and Real Estate from the University of San Diego
• BS in Policy Analysis and Management from Cornell University

Eric F. Dowling is the Head of Acquisitions for GSA/federal leased properties. He manages a team of professionals focused on the sourcing, underwriting, negotiating, and closing of real estate investments across the federal-leased sector that meet the investment criteria determined in concert with the Portfolio Management team. He is responsible for developing and maintaining key relationships with real estate owners, developers, brokers, and government staff to ensure Boyd Watterson’s significance in the space and for establishing a pipeline of acquisitions to meet investor needs.

Eric joined Boyd Watterson in July of 2015 with several years of development, underwriting, acquisitions, and asset management experience to his credit. He has made a significant impact in the rapid growth of Boyd’s real estate funds and programs.

• MBA with a concentration in Real Estate from the University of Wisconsin-Madison
• BS in Business Administration from Villanova University

Joseph V. Capra is Head of Acquisitions for state and local government leased properties. He manages a team of professionals who source, negotiate, underwrite, and close on real estate assets leased to state, county, and municipal governments nationwide. Joe is responsible for executing the strategy to deliver income-focused returns to investors. He is also an instrumental part of the company’s structured financing efforts, negotiating numerous joint venture agreements, forward commitments, and mezzanine loans. While at Boyd, Joe has been a large part of the growth of the GSA focused open-end real estate fund as well as growing assets in the state and local government focused real estate fund since its inception. 

Joe has more than 28 years of experience in real estate principal investing, investment banking, commercial real estate lending, and financial markets. Prior to joining Boyd Watterson in October of 2015, Joe was the Director of the Midwest Capital Markets Group at DTZ (now Cushman & Wakefield). 

• MBA with a concentration in Finance from the University of Missouri
• BS in Business Administration with a concentration in Finance from Truman State University

Evan M. Yerega oversees the strategy and execution of all financing activities for Boyd Watterson’s real estate funds and programs as Treasurer. His responsibilities include managing all banking and lender relationships and directing all hedging activities, as well as sourcing and negotiating all secured and unsecured credit lines. Additionally, he chairs the Real Estate Financing Advisory Group.

Evan started with Boyd Waterson in July of 2019 and has greatly expanded the ability of Boyd Watterson’s real estate funds and programs to obtain competitively priced financing. Previously, he was employed with KeyCorp for more than 10 years, holding various roles of increasing responsibility within the Finance, Treasury, Credit Risk, and Commercial Real Estate groups. Most recently, he worked in Key’s Income Property Group where he managed a portfolio of project loans across property types.

• BBA in Finance and Economics from Ohio University

As Regional Director of Asset Management for the Eastern region, Frank Coppola is responsible for overseeing the asset managers of properties located in the East. He works with his team to ensure portfolio performance, focusing on maximizing return while mitigating risk.

Prior to joining Boyd Watterson in June of 2019, Frank was a Portfolio Manager with Lincoln Property Company where he oversaw real estate assets in southwest Washington D.C. He also served as a Group Manager, Vice President, and Team Leader with JLL, managing all financial and operational aspects within a portfolio of properties in the DC Metropolitan Area.

• BS in Business Administration from Susquehanna University
• CCIM designation from the Realtors National Marketing Institute
• State of Maryland Associate Broker License
• LEED Green Associate

Della G. Wegman is the Regional Director of Asset Management for the Western region, responsible for overseeing the regional asset managers, providing guidance and expertise. Della works with her team to maximize return and mitigate risk within the portfolio of assets they manage by focusing on lease renewal, expense management, and hold/sell analysis.

Prior to joining Boyd Watterson in March of 2021, Della was a Managing Director of the Central United States Asset Management for EverWest Real Estate Advisors, where she oversaw the investment performance of a portfolio valued at $1 billion. She also served as a Director of Asset Management at Northstar Commercial Partners, managing a portfolio of properties in Colorado valued at $300 million.

• MBA from Drake University
• BBA in Management Sciences from the University of Iowa
• LEED-EB certification

Ryan A. Zader is the Regional Director of Asset Management for the Central region, responsible for overseeing a team of asset managers, providing guidance and expertise. Ryan works with his team to maximize returns and mitigate risk within the portfolio, focusing on lease execution, relationship management, operational & financial reporting, valuations, and dispositions to achieve fund objectives.

Prior to joining Boyd Watterson in May of 2023, Ryan was a Senior Vice President at CP Group, responsible for leading the firm’s acquisition and disposition efforts in the Denver & Phoenix markets. He was also responsible for the oversight of property management, construction management, leasing, and all other asset management-related functions in those markets.

• BA in Economics with an emphasis in Real Estate Finance and Macroeconomics from the University of Michigan

Christopher G. Ried is a Controller for the Real Estate Funds responsible for managing the accounting functions for the company’s real estate products. He ensures the accurate and timely completion of related financial reports, manages external vendors that provide accounting and fund administration, and assists the Real Estate team with preparing meaningful financial analysis, forecasting, and budgeting in order to enhance investor return.

Prior to joining Boyd Watterson in October 2021, Chris served as a Senior Manager at RSM where he worked on financial statement audits of real estate companies, including property joint ventures, private equity funds, and separate accounts.

• MSA from the University of Illinois – Urbana-Champaign
• BS in Accountancy from the University of Illinois – Urbana-Champaign
• Certified Public Accountant

Nicholas M. Nigro is Head of Acquisitions for Boyd Watterson’s first open-end real estate REIT. He oversees a team of professionals focused on sourcing, underwriting, managing, and closing acquisitions anchored by government contractors and other quasi-government agencies across asset classes. Nicholas has an attention to detail fine-tuned through more than a decade of institutional real estate experience that is invaluable to the due diligence process. Nicholas works closely with the Portfolio Management team to acquire assets that fit investment criteria, while establishing and cultivating relationships with brokers, investors, lenders, and other market participants.

He joined the firm in February of 2021, previously serving as a Director at Bridge Investment Group where he oversaw Midwest regional acquisitions and the asset management of a 2.3 million square foot value-add office portfolio. He also worked at Argentic Investment Management, a New York-based affiliate of Elliott Capital Management, where he managed the underwriting, due diligence, and closing of debt investments across asset classes.

• BS in Finance and Accounting from Boston College
• Member of NAIOP National Developing Leaders Forum

Hugh K. Nisbet works on the Acquisitions team and is responsible for maintaining a robust pipeline and procuring properties for Boyd Watterson’s state and local government focused open-end real estate fund. He focuses on sourcing and analyzing potential properties which adhere to the investment guidelines and are portfolio enhancing, maximizing investor return and minimizing risk.

Hugh joined the firm in January of 2017 and was a member of the Boyd Watterson team that launched the second private open-end real estate fund . Prior to coming on board, he was a Senior Underwriter at KeyBank where he was responsible for the CMBS and Fannie Mae loans. His 23-plus years of experience in financial services also includes serving as a consultant at a variety of financial institutions in which he focused on evaluating risk associated with loan portfolios.

• MBA in Finance from the University of Missouri
• BSBA in Finance from the University of Missouri
• LEED Green Associate

Trenton M. Joyce is part of the Acquisitions team and is responsible primarily for deal evaluation. He performs underwriting analysis, due diligence assessments, data gathering, market analysis, and tenant research to ensure prospective acquisitions meet investment criteria as determined by the portfolio management team.

Prior to joining Boyd Watterson in January of 2018, Trent was a Commercial Mortgage Analyst for Fitch Ratings where he assessed credit characteristics of U.S. and Canadian Commercial Mortgage-Backed Securities (CMBS) with average asset-values of $1 billion by investigating legal documents, analyzing historical financial statements, and evaluating economic, demographic, and real estate market data. He also served as a Structured Finance Analyst for US Bank where he built and maintained Mortgage-Backed Security (MBS) and Asset-Backed Security (ABS) waterfall distribution models.

• BBA in Finance from the University of Dayton
• Currently enrolled in the CFA Program
• LEED Green Associate

Jeffrey W. Hurvitz co-leads the Real Estate Development team with a focus on ground-up development and value-add acquisition strategies for each of firm’s open-ended funds. His focus is on the sourcing, underwriting, partner selection and negotiation, leasing, closing, and construction of real estate assets across the country. Jeff also works closely with the asset management group to identify asset-level issues, develop mitigation strategies, and implement those strategies across the firm’s managed real estate assets with responsibilities including the re-development and disposition of owned assets.

Jeff formerly served as an Asset Manager with the firm, directing all daily operations, property management, new and renewal leasing, lease administration, capital expenditures, and reporting for a portfolio of assets totaling 3.4 million square feet valued at over $1.2 billion.

Prior to joining Boyd Watterson in April of 2019, Jeff was a Vice President at Jones Lang LaSalle (JLL) on the Government Investor Services brokerage team. Jeff also has experience as a Registered Representative with a national securities broker-dealer.

• MS in Real Estate with a concentration in Development from Georgetown University
• BS in Business Administration with a concentration in Finance from the College of Charleston
• ARGUS certification
• LEED Green Associate
• Licensed real estate salesperson in Washington D.C. and Maryland

As an Asset Management team member, Silas Campbell is responsible for overseeing a portfolio of properties in the Western region in order to achieve return objectives while minimizing risks. He develops and maintains strong relationships throughout the region, focusing on satisfying the needs of the tenant. Further, he is responsible for maximizing the potential for a lease renewal, maintaining the physical integrity of each property, and mitigating economic risk across his portfolio.

Silas joined Boyd Watterson in April of 2021 after being employed with the General Services Administration (GSA) for nearly a decade in various positions such as Business Center Manager and Asset Manager for the Region 8 Portfolio Management division.

• MS in Real Estate and Construction Management from the University of Denver
• BS in Business Administration with a minor in Political Science from the University of Vermont

Daniel A. Orcutt is an Asset Manager on the Real Estate team in the Washington, D.C., office. Dan manages a portfolio of assets in Washington, D.C., Virginia, Maryland, and New York City with an emphasis on minimizing risks, maximizing returns, and continually monitoring performance. He is relationship focused, ensuring client, tenant, and leasing stakeholders needs are met. He maintains close oversight of property management and leasing functions performed by service partners, performs financial analysis, and reviews valuations.

Prior to joining Boyd Watterson in September of 2021, Dan accumulated nearly 30 years of experience in the industry serving in such positions as the mid-Atlantic market leader and Director of Management Services at Newmark, as well as Director at CBRE, where he was responsible for a portfolio consisting of 10 million square feet of office and industrial assets throughout the Washington Metro area.

• BA in Environmental Design from the University at Buffalo
• Certified Property Manager (CPM) from the Institute of Real Estate Management (IREM)
• LEED Green Associate

Christopher E. Winn is an Asset Manager for the real estate team located in the Denver, CO, office. He is responsible for a portfolio of real estate assets in the Western Region. His proactive approach helps him obtain tenant retention, asset preservation and improvement, and maximum returns. Chris directs all aspects of managing the properties, including administration, operation, and financial oversight.

Before joining Boyd Watterson in September 2021, Chris compiled 18 years of experience within the industry serving in such positions as Director of Asset Management at Everwest Real Estate Investors and Asset Manager for Consolidated Investment Group, where he managed a portfolio of industrial, office, and multi-family properties.

• MBA in Finance from the University of Wisconsin-Madison
• BS in Geology from the University of California, Santa Barbara
• LEED Green Associate

Within the Asset Management team, Steve Riley oversees a portfolio of real estate properties, focusing on maximizing lease potential, minimizing risk, and continually monitoring performance. He works closely with property managers, agency officials, and tenants to ensure needs are being met, oversees all property management functions performed by third-party vendors, and reviews budgets, financial packages, and valuations.

Before joining Boyd Watterson in September 2019, Steve served as a Senior Associate in Jones Lang LaSalle’s Capital Markets Division, focusing on government related and institutional investment sales as a part of more than $750 million in transactions. Steve also worked at Brandywine Realty Trust and First Potomac Realty Trust where he focused on asset management, transactions, and development activities.

• BSBA with a focus in Real Estate from the University of Central Florida
• LEED Green Associate

Larry Murphy works on the Treasury team and focuses on executing all financing activities for the real estate funds and programs. He specializes in loan document review and serves as the point of contact for loan assumptions. Larry closed more than $300 million in acquisitions within his first two years with the firm. He also assists with strategic decisions regarding loan origination and refinancing activities across the funds, while aiding in the transition of the cash management activities to the Treasury team.

Larry joined Boyd Watterson in May of 2018, arriving at the firm with 24 years of experience within the fields of financial services and real estate. He was a Senior Analyst for Key Bank where he focused on loan origination and underwriting for Commercial Mortgage-Backed Securities (CMBS).

• BS from the University of Iowa

Mark E. Montgomery is a Construction Manager focused on establishing practical sustainability goals and metrics for the Boyd Watterson real estate portfolio, while overseeing capital cost management and control processes. Since joining the firm in July 2020, Mark has coordinated all construction-related activities, providing managerial oversight and technical expertise to major capital expenditure projects and ensuring all projects follow the responsible contractor policy.

Mark previously served as the Vice President for Project and Development Services for JLL, as well as the Director of Project Management for CBRE.

• AAS in Construction Management from Northern Virginia Community College
• Member ofUnited States Green Building Council, National Capitol Region
• LEED AP ID+C
• Advisory Board Member of Alfred Street Baptist Church Affordable Housing Committee
• Currently pursuing PMP certification from Project Management Institute

Steven Zhang is an Acquisition team member whose primary focus is providing analytic and strategic support to the Real Estate Acquisition team, specifically for federal government leased assets. He assists with sourcing and screening potential acquisitions, performing detailed financial analysis and reporting.

Prior to joining Boyd Watterson in December 2019, Steven held such positions as Associate Director at Fosun Property Holdings in real estate acquisition, as well as Assistant Vice President at Quantum Capital Partners in real estate capital markets.

• MA in Real Estate Development from the University of Southern California
• BA in Finance from Sun Yat-sen University
• CFA Charter Holder

Within the Acquisitions department, Nikola Tatic is focused on assisting the Real Estate team in acquiring quality assets that meet return expectations within the defined risk profile. He achieves this through his meticulous market and cash flow analysis and tenant research. Nikola plays a key role in managing the due diligence process for prospective acquisitions while remaining apprised of pipeline activity.

Prior to joining Boyd Watterson in January of 2017, Nikola interned with the Acquisitions teams at GEM Realty Capital and The HEARN Company.

• BA in Economics with a minor in Finance from Indiana University
• Currently enrolled in the CFA Program with the completion of the Level 1 and 2 Exams

Connor M. Sharples works on the Real Estate team focusing on acquisitions for Boyd’s open-ended REIT product. His responsibilities include deal analysis, underwriting, and research to maximize investor returns and minimize risks while acquiring quality properties that fit the Fund’s investment thesis.

Connor joined the Boyd Watterson team in March of 2022 after serving as a Client Associate and Underwriter in the Real Estate Banking Group at J.P. Morgan.

• BA in Economics with a Minor in Business from Northwestern University
• Pursuing Illinois Real Estate license

Brant T. Goodrich is part of the Acquisitions team, focused on sourcing, underwriting, and closing of real estate assets across the country which are anchored by various quasi-government tenants, and to a lesser extent, federal, state, and local government agencies. Brant’s experience in analytics helps him to discern quality assets that meet return objectives within the set risk profile.

Brant joined Boyd Watterson in 2019 as an Analyst within the Real Estate Asset Management department. He assisted with the expansion and improvement of the underwriting model for the firm’s open-ended REIT product, allowing for deeper analysis and streamlined reporting. Prior to joining Boyd Watterson, he served as a Senior Performance Analyst and a member of the Impact Investing Committee at Marquette Associates. 

• BA, Economics from Wheaton College
• CFA Charter Holder
• Member of the CFA Society Chicago

Keith S. Schuman is part of Boyd Watterson’s Acquisition team. His responsibilities include identifying and underwriting potential acquisitions, performing due diligence, and assisting in the closing process. Communication is a large part of Keith’s role as he discusses deals with outside brokers or sellers, coordinates site visits, and creates quantitative analysis and reporting.

Since joining the firm in December of 2017, Keith has worked on acquisitions for both the GSA focused and state and local government focused open-end real estate funds. Previously, he was a Due Diligence Analyst at Inland Real Estate where he worked on retail, multi-family, and medical office transactions.

• BBA with a double major in Finance and Real Estate from the University of Wisconsin-Madison
• Currently enrolled in the CFA program
• LEED Green Associate

As a real estate asset management team member, Ryan P. Gerrety oversees the operation of a portfolio of properties, primarily located in the East region. He is responsible for managing capital expenditures, maximizing potential for lease renewal, maintaining physical integrity of the properties by oversight of property management teams, and staying informed of market trends in order to mitigate risk and pursue additional value.

Prior to joining Boyd Watterson in February 2020, Ryan was a Real Estate Manager with CBRE where he managed all aspects of various assets in Washington D.C. and Virginia, including day-to-day operations, annual budgeting, and capital project planning. Additionally, he worked as an Account Executive with CoStar Group in Washington D.C. where he was responsible for sales of the company’s suite of products.

• BA in Political Science from Elon University
• LEED Green Associate

As a member of the real estate asset management team, Jesse J. Meetre is responsible for the oversight and performance of a portfolio of assets, primarily in the East region. He works to maximize return while minimizing risk by working closely with property managers and tenants to obtain lease renewals, maintaining the physical integrity of each asset, managing NOI and cash flow, and overseeing valuations.

Part of the Boyd Watterson team since March 2020, Jesse has managed various capital projects resulting in significant savings, in addition to successfully maintaining NOI through managing expenses. Previously, Jesse served as a Senior Associate, Asset Management for Carr Properties, as well as a Senior Analyst, Portfolio Management for First Potomac Realty Trust.

• BSBA from the University of Central Florida
• LEED Green Associate

As an Asset Manager, Eshaan Varma oversees a portfolio of real estate holdings and works to achieve return objectives within set risk parameters. He partners with property managers to ensure the efficiency of property operations and to maintain the physical integrity of the assets. Additionally, Eshaan collaborates with leasing brokers to attract tenants and builds relationships at the tenant level, maximizing potential for lease renewal.

Before joining Boyd Watterson in 2019, Eshaan worked at JPMorgan within the Tax Oriented Investments group, where he held various positions in analytics and asset management of affordable housing properties.

• MS in Accountancy from DePaul University’s Kellstadt Graduate School of Business
• BS in Finance from Loyola University Chicago
• LEED Green Associate

Julia S. Jacobsen is part of the real estate asset management team, responsible for the administration, operation, and financial oversight of a portfolio of properties, primarily located in the East. Her focus is on maintaining asset performance while mitigating risk, accomplished by overseeing third-party vendors for property management, building and maintaining relationships with tenants and tenant agencies, and reviewing budgets, financial packages, and valuations.

Julia joined Boyd Watterson in November of 2020 after gaining experience at Spaulding & Slye Investments. She was a Senior Analyst in the company’s Acquisitions division before being promoted to an Assistant Vice President in the Asset Management division where she managed a portfolio consisting of office, retail, and multi-family product in Chicago, Philadelphia, and Atlanta.

• BA from Gettysburg College
• LEED Green Associate

Joseph A. DiMartino is an Asset Manager responsible for managing a portfolio of real estate investments which includes properties located across Kansas, Oklahoma, Texas, Louisiana, and Alabama. His primary focus is on maximizing return and minimizing risk. He focuses on market research, financial analysis, review of historical finances, leases, capital expenditures, budget reviews, and valuation analysis. Joe maintains superior client service in order to build strong tenant and property management relationships.

Prior to joining the company in August of 2018, Joe was employed by Heitman, LLC where he spent time as an Acquisitions Associate, as well as a Portfolio Accountant.  

• BA in Business Economics with a minor in Computer Applications from State University of New York at Cortland
• LEED Green Associate

Brad S. Johnson serves as an Asset Manager for the Real Estate team in the Denver, CO, office. He is responsible for strategically managing a portfolio of assets to ensure maximum performance. To that end, Brad seeks to provide the highest level of service while establishing and maintaining strong relationships with tenants and tenant representatives. He ensures the physical integrity of each asset is maintained and maximizes the potential for lease renewal, while negotiating new leases. Brad specializes in understanding the needs for a variety of government tenants.

Prior to starting at Boyd Watterson in January of 2022, Brad was an Asset Management Associate at EverWest Real Estate Investors and also served as a Real Estate Analyst at Cadence Capital Partners.

• BA in Economics and Political Science from the University of Denver
• Planning Committee Board Member for Kids & Clays Tournament benefiting Ronald McDonald House of Southern Colorado
• LEED Green Associate

Colleen H. Quinn is an Asset Manager within Boyd’s real estate division. She manages a portfolio of real estate holdings, working to achieve return objectives and minimize risk. This entails working closely with property managers and tenant agencies to maintain the physical integrity of the property, developing and maintaining relationships with tenants to maximize potential for lease renewal, and mitigating economic risk by reviewing budgets, financial packages, and valuations.

Colleen began with Boyd Watterson as an Analyst in January of 2018 before being promoted to her current position. Prior, she served as a Client Analyst with Marquette Associates, an investment consulting firm, where she collaborated with lead consultants to provide day-to-day client support.

• MBA with a concentration in Finance from Loyola University of Chicago
• BS with a double major in Finance and Marketing from Marquette University
• LEED Green Associate

Cori L. Helms is an Asset Manager on the Real Estate team based out of the Denver office. She manages a portfolio of assets located primarily in the Northwest Region with an emphasis on minimizing risks, maximizing returns, and continually monitoring performance. She ensures the physical integrity of each asset is maintained and maximizes the potential for lease renewal while negotiating new leases. Cori is relationship-driven with a focus on strong communication to make sure tenants and tenant representatives receive the highest level of service.

Prior to joining Boyd Watterson in April of 2023, Cori was Director of Investment Services Team at Prologis where she facilitated acquisitions and dispositions in North America. Additionally, she worked at Transwestern as a Senior Analyst/Associate Broker.

• MBA from the University of Denver, Daniels College of Business with a focus in Real Estate Finance
• BSBA from University of Denver, Daniels College of Business with a major in Hospitality Management and a minor in Legal Studies and Business Ethics

Thoriq A. Hardian is a Senior Staff Accountant who, in collaboration with the Real Estate division’s Chief Financial Officer, is responsible for the oversight of the finance and accounting functions associated with the Boyd Watterson Real Estate Investment funds. His focus is on managing cash flow from investors, properties, and lenders for use in property acquisitions, as well as maintaining distributions of excess cash to investors while ensuring properties have adequate cash funding for daily operations and any capital expenditure. Thoriq partners with the fund administrators to prepare quarterly and annual financial statements and to review and analyze quarterly performance. Additionally, he serves as the primary contact during the financial audit process.

Thoriq joined the firm in September of 2016 with close to a decade of experience in the industry, having previously worked as a Senior Fund Accountant at KeyBank and a Senior Operations Specialist/Senior Fund Accountant for the Building Investment Trust (BIT) at PNC Bank.

• Master of Accountancy from Cleveland State University
• BA in Finance from Cleveland State University

Tiffany Fischer is an Assistant Construction Manager on the company’s Real Estate team. She is responsible for the oversight of major capital projects within the region, including tracking budgets, scheduling, delivering monthly and quarterly reports, and completing onsite visits to review and document progress. Tiffany confirms all due diligence materials are assembled and completed within approved timelines. She works to ensure compliance with the Responsible Contractor policy, communicating with internal and external constituents. Furthermore, Tiffany collaborates with multiple teams, such as Acquisitions, Development, and FP&A, throughout all phases of a project.

Prior to joining Boyd Watterson in September of 2021, Tiffany served as an Assistant Project Manager with Paradigm Contractors, LLC, as well as a Project Engineer with Consigli Construction. Her experience in the field dates back to 2012.

• BS in Concrete and Construction Management with a minor in Business Administration from Middle Tennessee State University
• OSHA 30-Hour certification
• USACE CQC certification
• LEED Green Associate
• Mentor with ACE Mentor Program of Greater Washington Metropolitan Area

Matthew C. Sutter is an Analyst for Boyd Watterson’s Real Estate team focusing on a growing portfolio of properties. His responsibilities include maintaining an internal company database of acquisition pipeline activity, assisting in the due diligence process for prospective acquisitions, and coordinating property site visits for internal teams and third-party consultants. Additionally, Matt performs cash flow analysis of all prospective acquisitions.

Before joining Boyd Watterson in January of 2022, Matt worked as a Financial Analyst at Largo Capital where he was responsible for underwriting, financial analysis, market research, and the closing of commercial real estate loan originations throughout North America.

• BS in Finance from Georgetown University

Alexa M. Knezevic is an Analyst with the company’s Financial Planning and Analysis group. She is responsible for providing insights related to the real estate funds and programs to the CFO and Treasurer in order to aid in risk management and portfolio performance. Alexa focuses on automating processes and ensuring routine reporting and analysis.

Prior to joining Boyd Watterson in June of 2021, Alexa served as a Financial Analyst in Business Planning and Analysis at Marathon Petroleum.

• MBA from Mississippi State University
• BS in Business Administration with a major in Finance from Bowling Green State University

As a Financial Analyst, Alex R. Hughes focuses on reviewing the financial performance of the company’s real estate funds and programs. He is part of the FP&A team which works to standardize reporting, forecasting, budgeting, capital planning, and valuation processes. Alex is responsible for providing insightful analysis, developing and streamlining processes and procedures, and further automating reports to increase efficiencies.

Prior to joining the Boyd Watterson team in August 2021, Alex served as a Finance Analyst at KeyBank supporting their Institutional Bank, as well as a Finance Analyst II at STERIS where he served on the Corporate Accounting team.

• BS with a major in Finance and a double minor in Business Legal Studies and Spanish in Business from Miami University
• MBA from Cleveland State University

As an Investment Program Coordinator, Vince Leibold focuses on the coordination of key client relationships, new product development, and special projects. Vince works alongside Portfolio Management and Investor Relations to serve assigned key clients in a day-to-day capacity. In the product development space, he acts as the project manager for certain new or auxiliary products. Vince recently coordinated the development and launch of the open-ended REIT product, handling both internal and external project management functions.

Vince began with the firm in June 2020 after working as a Senior Project Coordinator for the NORC at the University of Chicago, focusing on strategic program management of internal investments for the company. Vince also worked in multiple roles for SmithBucklin, focusing on relationship management and consulting for nonprofit organizations.

• BS in Healthcare Administration with Business Minor from Ohio University
• Currently enrolled in the MBA program at the Monte Ahuja College of Business at Cleveland State University
• Project Management certificate from Cornell University
• Member, Project Management Institute (PMI)
• Member of Beta Gamma Sigma International Business Honor Society

As Investment Program Coordinator, James L. Plante focuses on the coordination of key client relationships, new product development, and special projects. James works alongside Portfolio Management and Investor Relations to serve assigned key clients in a day-to-day capacity. In the product development space, he acts as the project manager for certain new or auxiliary products.

James began at the firm in November of 2020 after serving as a Public Affairs Advisor for Olympus Energy (a Blackstone Portfolio Company), where he managed the government relations strategy. James also served in a variety of roles for former U.S. Sen. Pat Toomey (PA) and former U.S. Rep. Keith Rothfus (PA-12).

• Currently pursuing MBA from Cleveland State University (expected completion 2023)
• BS in Entrepreneurship with a minor in Political Science from Grove City College
• Named to the Pittsburgh Business Times 2020 30 Under 30 List
• Named a Rising Star in 2018 in the National Journal

Vanessa M. DeLano is a Valuations Coordinator on the Real Estate Financial Planning and Analysis team. She is responsible for assisting the Finance Director in managing the quarterly valuation process for the Boyd Watterson Real Estate funds. Vanessa focuses on efficiency and accuracy, in addition to maintaining documentation, developing and distributing clear reporting, and coordinating related activities.

Vanessa joined Boyd Watterson in May of 2021 as a Receptionist and Administrative Assistant before moving into her current role two months later. She previously worked as an assistant in the legal field for several years.

Abby R. Heck is a Staff Accountant responsible for assisting in all facets of the financial reporting and accounting process for the company’s real estate products. She is responsible for the preparation of quarterly and annual statements, balancing accounts payable and receivable, and aiding in budgetary review.

Abby previously worked in public accounting with a focus on the audits of universities, state agencies, non-profits, and real estate before joining the Boyd Watterson team in August of 2019.

• BS from DePaul University

Cynthia L. Palmer is an Administrative Assistant for the Boyd Watterson Real Estate division, providing support to team members across the country. She is additionally responsible for maintenance of the Chicago office where her organizational skills, dependability, and high productivity ensure efficient operation.

Cynthia joined the Boyd Watterson team in May of 2015 after serving a combined 15 years as an Investor Relations Specialist and Internal Wholesaler at a boutique Real Estate Investment firm, in addition to being a Receptionist and Accounts Payable Assistant at FPL Advisory Group.