A Blend of Youth and Experience

Timothy M. Hyland is on the Committee of Managers for Boyd Watterson Asset Management and is President of the company. Additionally, Tim is the National Director of Sales, Marketing, and Client Service. He is responsible for setting the strategic direction of the Distribution and Marketing teams, formulating annual plans, and overseeing their implementation. It is through his passion for client service and determination to meet client expectations that he maintains and grows existing relationships with consultants and institutions and creates new relationships. Tim is also focused on monitoring market trends in order to provide insight in the development of marketing materials and new products.

Tim’s relationship with Boyd Watterson began in October of 1994 when he joined the predecessor firm Duff and Phelps Investment Management Co. as Executive Vice President and National Sales Manager. Under his leadership, the firm has significantly expanded relationships, as well as assets under management, and has established a strong national presence.

Prior to joining Duff & Phelps in 1994, Tim was a Senior Vice President at McDonald & Co. Securities, Inc., earning a prestigious distinction in the firm’s Presidents’ Council for top producers.

• BS from the Georgia Institute of Technology

Michael E. Bee serves on the Committee of Managers for Boyd Watterson Asset Management. He is responsible for providing excellent service and recommending income solutions to clients and prospective clients. He also reviews trends within the institutional marketplace to assist the portfolio management team in the development of new products. Additionally, Michael serves as an equity strategist and portfolio manager, overseeing the company’s equity assets under management.

Michael has expertise in several areas of the business dating back to when he began his career in October of 1990 with Boyd’s predecessor, Duff & Phelps Investment Management Co. He has served in various roles over the years and has remained focused on the client.

• MBA from John Carroll University
• Graduate Studies at the University of Chicago
• BS in Economics from DePaul University
• Member of Kibble Pet Co. Board

As a member of the Distribution and Marketing team, Patrick J. Prato is committed to fostering strong relationships with clients and consultants and providing excellent service. His relationship management philosophy centers around   the belief that as a service provider, his job is to provide investment solutions to increase clients’ operational efficiency and growth. Patrick works to align Boyd’s product strategy with that of external partners – identifying, evaluating, and prioritizing areas of opportunities.

Patrick joined the firm in September of 2017 and has since built many strong relationships with global leaders in the financial services space. An accomplished sales and marketing professional with more than 25 years of distribution and marketing experience, Patrick has represented organizations in new marketing initiatives, product development, and platform distribution within the RIA, Family Office, Consultants, Intermediary and Broker-Dealer platforms across all product sets.

• Bachelor of Liberal Arts with a minor in Business from Anna Maria College
• Volunteer for the Boys and Girls Club of Cleveland, Aurora Community Theater 

Thomas E. Franzese is a member of the Institutional Sales team and plays a key role in driving growth among Public and Taft-Hartley investors. With more than four decades of experience in the investment field, his knowledge is essential to helping clients position their accounts for success, and for establishing new networks within the industry.

Prior to joining Boyd Watterson in September of 2023, Tom was the longtime Director of Institutional Marketing at Lazard Asset Management, a company he served for just over 40 years. Additionally, he was an Assistant Vice President at Drexel Burnham Lambert Inc.

• BSBA with a major in Accounting from Nichols College
• President of the Thomas Joseph Franzese Foundation

Theodore N. Hellmuth is a Portfolio Strategist focused on small institutions, retail investment platforms, and individuals. His priority is developing and maintaining strong relationships by providing excellent customer service. With a longstanding career in the financial industry, Ted continues to apply his expertise in investments to identify opportunities and solutions.

Since joining Boyd Watterson in March of 2002, Ted has remained focused on designing optimal strategies to maximize financial returns for clients. Prior to joining Boyd Watterson, he was an Investment Officer at Carnegie Asset Management Co. and Partner at Roulston & Company.

• BS from Hillsdale College

Benjamin “Ben” Utt is a member of the Institutional Sales team and is focused on driving growth through capital raising and delivering first class client service. With nearly three decades of experience in the investment industry, Ben brings expertise in generating new assets and revenue, strengthening existing client partnerships, and expanding opportunities through cross-selling and retention initiatives.

Ben joined Boyd Watterson in June of 2025 with extensive experience in sales including nine years at Wells Fargo Investment Management and eight at Invesco Institutional. Additionally, he was a Trustee and member of the Invesco Board of Directors for over nine years.

• Georgia Institute of Technology – BS Industrial Management
• Georgia Tech Alumni Association – Trustee 2025
• BreakThru House – Advisory Board
• National Football League 1982-1989

John Frady is the Director of Institutional Strategy, responsible for working closely with external consultants and Boyd Watterson’s portfolio management teams to design tailored solutions for institutional investors. He is part of the team that designed and now oversees the Multi-Asset Income Allocation strategy which combines fixed income, limited duration high yield, and real estate.  Additionally, John focuses on growing the Tactical CLO Fund, which is a diversified portfolio of CLO securities tactically based on the company’s macro view.

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. 

• MBA from Florida State University
• BS in Finance and Real Estate 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

Jerome T. Moffitt is part of the Institutional Sales and Marketing team, focused on State, County, and Municipal government entities within Michigan, Indiana, Illinois, Wisconsin, and Massachusetts. His dedication to first-class customer service, in conjunction with his experience within the industry, enhances the overall client experience.

Prior to joining Boyd Watterson, Jerry served as a Senior Advisor/Investor Relations at Alidade Capital LLC and was the Chief Deputy Treasurer for the County of Macomb in Michigan.

• BA in Political Science with Minors in Psychology and Soviet Studies from Michigan State University
• Chair of Shelby Township Fire and Police ERS
• Chair of Shelby Township Planning Commission
• Member of Shelby Township Zoning Board of Appeals
• Member of Michigan Association of Employee Retirement Systems

As Senior Vice President, Sales and Client Service, Bryan Jones focuses on raising capital across all investment strategies and fostering long-term client relationships. He brings extensive experience in developing and maintaining growth strategy inputs for clients, prospects, and consultant engagement plans.

Prior to joining Boyd Watterson in June 2025, Bryan spent 17 years with Forest Investment Associates holding several titles with his last being Managing Director, Investor Relations. His primary focus was raising capital from institutional investors across North America and Western Europe.

• MBA from University of Georgia
• BS in Forest Resources from University of Georgia
• Chartered Alternative Investment Analyst (CAIA)

James R. Stange is on the Institutional Sales team and is responsible for assisting in the growth of assets under management with a primary focus on Taft Hartley accounts in Illinois, Wisconsin, Missouri, Kansas, Minnesota, California, Florida, and Washington, D.C. With his honest and dependable persona, Jim cultivates new relationships within the consultant arena while strengthening existing.

Jim joined Boyd Watterson in October of 2021 with a resume of extensive experience in sales with a focus on Taft Hartley unions and consultants that included a decade with Fifth Third Asset Management, as well as nine years with Foundry Partners Investments.

• Morton Junior College
• Four Terms elected to the House of Representatives as a State Representative – 44th District

Brian L. Cody is a Vice President of Client Service at Boyd Watterson Asset Management, LLC. With over 17 years of experience in the institutional investment marketplace, Brian focuses on developing and managing relationships with institutional clients, ensuring that their needs are met with a high level of attention and strategic guidance. His role involves supporting the firm’s sales team, streamlining processes, and identifying new opportunities to expand Boyd Watterson’s reach while maintaining strong existing partnerships.

Prior to joining Boyd Watterson in February 2025, Brian was a First Vice President in the Trust Department at Amalgamated Bank, where he was responsible for business development and relationship management within the organized labor marketplace.

Brian began his career as an institutional investment consultant at Reynolds Consulting in 2008, advising institutional plan sponsors, including multi-employer benefit funds, on fiduciary management, asset allocation, risk budgeting, and investment manager research. In this role, he also provided ongoing education to Boards of Trustees, helping them make informed strategic investment decisions to support their members’ financial well-being.

• BS in Business Administration – State University of New York at Albany, Massry School of Business, Financial Analyst Honors Program
• CFA Charterholder
• Member, CFA Institute
• Member, CFA Society of New York
• Eagle Scout, Boy Scouts of America

As Vice President, Sales and Client Service, James Quinn focuses on leveraging two decades of institutional sales, marketing, and strategy development experience to grow Boyd Watterson’s institutional footprint among endowments, foundations, insurance, and financial institutions.

Prior to joining Boyd Watterson in May 2025, James was Vice President – Institutional Partners Group at CIM Group. His responsibilities revolved around private real estate and infrastructure capital raising and investor relations across all institutional market segments, inclusive of consultants, insurance, financial institutions, pensions, and E&F. James also spent time at Virtus Investment Partners as a Senior Institutional Marketing Director.

• BA in Economics from Bates College
• President, Weston Youth Lacrosse Club

As the Director of Sales Administration, Megan M. Soeder is responsible for the management of the company’s internal and external communication activities. She ensures that all of the organization’s content, such as client review materials, marketing books and one-pagers, podcasts, and videos are presented in a clear and consistent manner. In this newly developed role, Megan will help Boyd Watterson achieve a unified and coherent communication strategy.

Megan began with Boyd Watterson in October of 2005. In her prior role, Director of Marketing, Megan was responsible for assisting the National Director of Sales and Marketing in the development and execution of the department’s annual and long-term goals, overseeing the marketing team, and working directly with clients and consultants to answer questions and provide insight.

• Currently pursuing a BA from Cleveland State University

As Senior Client Relations Manager, Deborah Leet serves as an extension of the National Director of Sales and Marketing, working closely with clients and consultants. Her goal is to maintain a high degree of satisfaction throughout these relationships, ensuring client reporting is timely and accurate and that all questions are thoroughly answered.

Deborah has her finger on the pulse of the market, as well as the firm, having been with Boyd Watterson since September of 1994 when it was known as its predecessor, Duff & Phelps Investment Management Co. As a forward thinker, she remains committed to staying in the know in order to position the firm and its clients for success. Previously, Deborah was a Sales Associate and Trader at McDonald & Co. Securities, Inc.

As Investor Relations Manager, Amanda M. Macko-Graham is a key contact with investors, consultants, and administrators regarding fund operations for the Boyd Watterson Real Estate Funds. Her focus is facilitating an exceptional client experience with the entire investor relations team to provide timely and accurate information, inquiry response, and conflict resolution.

Since joining Boyd Watterson in November of 2013, Amanda has expanded relationships both internally and externally that have allowed the department to adopt new technology, streamline the investor experience, and expand the capabilities of the Investor Relations team.  Prior to joining the company, Amanda served as an Investment Operations Associate for Northwestern Mutual, Northern Ohio.

• MBA from Ursuline College
• BA from Cleveland State University

As a Project Manager, Client Solutions, Vince Leibold focuses on the management 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 a foreign Fund-of-Funds, 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.

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

As a Project Manager, New Product Development, Heather R. Kelley is responsible for orchestrating the multifaceted process of product creation and enhancement, collaborating with both internal and external partners to verify that every initiative is executed flawlessly and on schedule. She works closely with the Deputy Chief Operating Officer to coordinate the launch of new products, ensuring that the rigorous standards of compliance and legal requirements have been met.

Heather began her career at Boyd Watterson in October of 2011 and most recently served as a Senior Marketing Specialist prior to her transition to Project Manager. As the visionary founder and chair of the Marketing Material Committee, she cultivates collaboration and strategic thinking to enhance the firm’s visibility, playing a pivotal role in revitalizing the firm’s brand identity through a redesign of the logo, website, marketing materials, and social media presence. Additionally, her expertise in developing targeted marketing campaigns has been instrumental in successfully launching Boyd Watterson’s three real estate funds, as well as the Limited Duration Enhanced Income Fund, and the CLO Fund.

• MBA in Business Administration from Baldwin Wallace University
• BA in Organizational Communication with a minor in Marketing from Kent State University

As Project Manager, Client Solutions, James Plante focuses on the coordination of key client and consultant 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).

• MBA from Cleveland State University
• 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

John P. Hyland is a member of the Distribution and Marketing department, specializing in sales and client service for the Advisor Channel. Jack is responsible for developing and maintaining strong client and consultant relationships while providing excellent service. In collaboration with portfolio managers and distribution team members, he provides market insight in the development of presentations and portfolio reviews.

Jack started with the company as a Research Analyst in Real Estate Capital Markets in December of 2018 before transitioning into his current role. Prior to Boyd Watterson, he assisted securities analysts and managing partners at a hedge fund for high-net-worth individuals, while also assisting financial advisors with retail client interactions during his time interning at Strategic Value Bank Partners, LLC and AXA Advisors.

• BBA in Marketing from John Carroll University

As an Investor Relations Associate, Aidan O. Hubbell serves as a key point of contact for investors, consultants, and administrators in relation to the company’s private funds. He provides fund reporting, answers inquiries, and facilitates the completion and execution of fund documents. Aidan also coordinates the capital call and queue process for multiple private funds.  His attention to detail and adherence to the timely and accurate dissemination of information are key components to maintaining excellent client service.

Aidan previously worked as a Financial Advisor for several years at Equitable Advisors where he focused on financial planning, as well as retirement and investment account management. He joined Boyd Watterson in June of 2021.

• BBA from John Carroll University with a major in Finance and minor in Economics

As an Investor Relations Associate, Allison M. Khoury serves as a key contact with investors, consultants, and administrators for inquiries and account needs for Boyd Watterson’s private funds. She provides excellent service to investors and their representatives by providing timely and accurate information and resolving issues. She is a primary interface with the fund administrators for all investor-related activities and ensures timely, accurate distribution of information to investors.  Allison also coordinates the implementation and administration of electronic subscription documents for Boyd Watterson’s private funds.

Allison joined Boyd Watterson in March of 2022 after working as a Senior Investor Relations Coordinator within the Investor Relations department at Redwood Living Inc.

• BS in Business Administration with a focus in Marketing from Ohio University

Joseph P. Tarantino is a Business Development Associate within the Distribution and Marketing division. Joe is responsible for managing and maintaining relationships with clients and consultants and providing excellent customer service by ensuring their needs are met and questions answered.  

Joe started at Boyd Watterson as an Intern with the Marketing division in 2019. He also spent time as a Research Analyst before transitioning into a full-time role as a Marketing Specialist in February of 2021 where he took part in the redesign of the company website while also establishing and implementing an internal due diligence process for the firm’s real estate funds. He began his current position as a Client Relations Specialist in January of 2024.

• MBA from the Monte Ahuja College of Business at Cleveland State University
• BBA in Marketing and Business Analytics from Ohio University College of Business
• Member of Beta Gamma Sigma International Business Honor Society

In his role as a Family Office-Registered Investment Advisor (RIA) Business Development Associate, Alec L. Gevry is dedicated to cultivating client relationships and collaborating closely with management to tailor solutions for clients. He prioritizes gaining a comprehensive insight into the unique investment priorities of Family Office clientele, taking into consideration their tax strategies, financial goals, and estate planning needs.

• BA in Business Administration from Indiana Wesleyan University
• CFA Investment Foundations Certificate

As a Due Diligence Questionnaires (DDQ) and Requests for Proposal (RFP) Specialist, Michael G. O’Brien is responsible for ensuring these inquiries from existing and potential clients receive well-crafted, comprehensive, and accurate responses. He works closely with the Sales, Legal, and Compliance teams to understand the firm’s products, services, and processes, and communicate those items externally.

Mike was hired in this role in November of 2023 after serving as an intern within the Sales division of the Marketing and Distribution department. During his time as an intern, he collaborated with a team to establish and implement a due diligence process for the firm’s Real Estate funds – a process he continues to streamline in his current position in order to improve the flow of internal information.

• BA in Finance from Miami University

Nick R. Mullens is a Marketing Specialist responsible for assisting in the development and execution of marketing strategies to promote the Boyd Watterson brand and improve the company’s digital presence. In collaboration with the Senior Marketing Specialist, his main focus is the creation, design, and maintenance of marketing materials, regularly reviewing all items for consistency and accuracy.

Nick joined Boyd Watterson in April of 2024 after previously working at ACA Global as a Compliance Analyst within its electronic communications team.

• MBA in Business Administration from Ohio University
• BA in Journalism, News and Information from Ohio University

Aidan M. Rechin is a Client Relations Specialist within the Distribution and Marketing team responsible for the management of client and consultant communication. His focus is on institutional relationships, working in collaboration with the sales team to manage existing portfolios, and cultivate new relationships.

Aidan began his career at Boyd Watterson as an intern in February of 2024 before transitioning to a full-time role.

• BA in Supply Chain and Operational Management from Miami University

Emmett P. Hanna is a Client Service Specialist within the Distribution and Marketing team responsible for the management of client and consultant communication. His focus is on institutional relationships, working in collaboration with the sales team to manage existing portfolios and cultivate new relationships.

Emmett began his career as an Intern at RIA Sequoia Financial Group. He joined Boyd Watterson as an intern in September of 2024 before transitioning to a full-time role

• • BA in Business Administration from the University of Akron

Nigel M Drummond II is a Client Service Specialist within the Distribution and Marketing team responsible for the management of client and consultant communication. His focus is on institutional relationships, working in collaboration with the sales team to manage existing portfolios and cultivate new relationships.

Nigel first interned with Boyd Watterson before becoming a full-time employee in November of 2024.

• • BA in Business Administration from Ohio University
  • Currently enrolled in the CFA program

Sierra J. Gockel serves as a key contact with investors, consultants, and administrators regarding the administration of Boyd’s real estate products. Her primary responsibilities center around excellent service and include the resolution of issues, the accurate completion and final execution of fund documents within deadlines, maintenance of the investor portal, and the review and distribution of investor information.

Sierra joined Boyd Watterson in December of 2024.