A Blend of Youth and Experience

Rank O. Dawson, CFA, FDP, is a Vice President focusing on research and strategy. Rank joined Boyd Watterson Asset Management in 2016. Prior to joining the company, Rank was a credit analyst and a member of the mutual fund research team with Key Private Bank in Cleveland.  He also served as an investment research analyst at UBS. Rank holds a CFA Charter from CFA Institute, an FDP Charter from FDP Institute, an MBA from Xavier University, and a BA from the University of Dayton. Rank is a member of the CFA Society of Cleveland and CFA Institute.

Steve T. Berhalter is a Senior Data Management Analyst for the real estate and fixed income divisions. Prior to joining Boyd Watterson, Steve worked in Strategy for Sony PlayStation focusing on international expansion and for Caesars Entertainment as a joint venture financial analyst. Steve earned an MBA from the University of Michigan, Ross School of Business and a BA from John Carroll University.

Ken C. Kilpatrick, CFA, is a Senior Research Analyst for the real estate team. Prior to joining Boyd Watterson, Ken worked at First National Bank of PA as a Financial Analyst. Ken holds a CFA Charter from CFA Institute and a BS in Finance from Youngstown State University. He is also a member of the CFA Institute.

Arseny M. Zakharov is a Senior Data Management Analyst for the real estate and fixed income divisions. Prior to joining Boyd Watterson, Arseny pursued an academic career with interests in dynamical systems, optimization and data mining. He developed the software for the data mining and processing in DNA study at Concordia University, QC.  He also had several articles published during his academic career. Arseny earned a PhD in Applied Mathematics from University of Maryland, College Park (UMDCP), and a BS and an MS in Mathematics from Voronezh State University, Russia.

Joseph M. Khoury is an Economic Analyst focusing on global macroeconomic trends. Joe started at BWAM in September 2019 as an Intern assisting the Marketing and Distribution team and held an internship with the CFA Society of Cleveland as a Data Analyst. Joe holds a BS in Economics with a Minor in Finance from Cleveland State University. He is also a member of the CFA Society of Cleveland.

Daniel J. Elzeer is a Research Analyst for the real estate team. Dan started at Boyd Watterson as an Intern assisting the real estate team with research. Prior to joining Boyd, he was a District Manager Intern at Aldi Inc. and an Intern at Clearsulting, LLC. Dan holds a BBA with a concentration in Finance from Cleveland State University.

Timothy D. Moroz is a Research Analyst for the real estate team. Tim started at Boyd Watterson in August 2019 as an Intern assisting the real estate team with qualitative and quantitative research.  Prior to joining Boyd, Tim was an Intern for Congressman David Joyce. Tim holds a BS in Economics from John Carroll University.

Haosai Wang is a Research Analyst for the real estate team. Prior to joining Boyd Watterson, Haosai worked at Raider Hill Advisors as a Leasing and Development Analyst and Woodside Health as a Real Estate Investment Analyst. Haosai holds a BA in Financial Economics Columbia University. He also completed the ARGUS Enterprise Certification Program and is currently enrolled in the CFA program.

Ting-Yu Chiang is a Data Analyst for the real estate and fixed income divisions. Prior joining Boyd Watterson, Ting-Yu was a Data Analyst at Citibank in Taiwan focusing on marketing analysis and customer retention. Ting-Yu earned an MS in Business Analytics from Case Western Reserve University and a BS in Economics from Fu Jen Catholic University, Taiwan.