BOYD WATTERSON ASSET MANAGEMENT - Key Persons
Job Titles:
- Staff Accountant
- Staff Accountant, Real Estate
- Staff Accountant, Real Estate / Chicago, IL
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.
Job Titles:
- Junior Investor Relations Associate
- Junior Investor Relations Associate / Cleveland, OH
Aidan C. Banner serves as a Junior Investor Relations Associate who focuses on Fund Operations. Prior to joining Boyd Watterson, Aidan served as an Intern at Transamerica Agency Network where he helped financial advisors prepare and schedule weekly client meetings. He holds a BS in Business Administration with a focus in Finance and a minor in Spanish from The Ohio State University, Max M. Fisher College of Business.
Job Titles:
- Investor Relations Associate
- Investor Relations Associate / Cleveland, OH
As an Investor Relations Associate, Aidan O. Hubbell serves as a main point of contact for investors, consultants, and administrators in relation to the company's real estate products. He provides fund reporting, answers inquiries, and facilitates the completion and execution of fund documents. 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.
Job Titles:
- Executive Vice President, Strategic Advisor, Real Estate / Washington, DC
- Strategic Advisor
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.
Job Titles:
- Investment Research Analyst / Cleveland, OH
Alain Perez is an Investment Research Analyst focusing on Boyd Watterson's equity portfolio strategies. Alain started at Boyd Watterson as an Intern assisting the real estate team with qualitative and quantitative research. Alain holds a BA in Economics and Mathematics from Oberlin College.
Job Titles:
- Digital Media Strategist
- Digital Media Strategist / Cleveland, OH
Alec L. Gevry serves as a Digital Media Strategist responsible for creating content to promote the digital presence of Boyd Watterson on various social media platforms. Alec joined Boyd Watterson in 2021. He holds a BA from Indiana Wesleyan University.
Job Titles:
- Financial Analyst
- Financial Analyst / Cleveland, OH
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.
Job Titles:
- Analyst
- Financial Analyst
- Financial Analyst / Cleveland, OH
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.
Job Titles:
- Investor Relations Associate
- Investor Relations Associate / Cleveland, OH
Allison M. Shenk serves as an Investor Relations Associate who focuses on Fund Operations. Prior to joining Boyd Watterson, Allison worked at Redwood Living Inc., as a Senior Investor Relations Coordinator within the Investor Relations Department. She holds a B.S, in Business Administration with a focus in Marketing from Ohio University.
Job Titles:
- Vice President, Senior Investor Relations Associate
- Vice President, Senior Investor Relations Associate / Cleveland, OH
As Senior Investor Relations Associate, 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 by providing timely and accurate information, responding to inquiries, and resolving issues.
Since joining Boyd Watterson in November of 2013, Amanda has helped to streamline the investor onboarding process and continues to find and implement efficiencies. Prior to joining the company, Amanda served as an Investment Operations Associate for Northwestern Mutual, Northern Ohio.
Job Titles:
- Administrative Assistant
- Administrative Assistant, Legal
- Administrative Assistant, Legal / Cleveland, OH
Anne O. Tomko is an Administrative Assistant in the Boyd Watterson Legal division. She supports the General Counsel, Chief Compliance Officer, and various members of the Legal team, ensuring success in both daily tasks and long-term initiatives. Anne works to organize and maintain company and compliance records including entity organizational documents, resolutions, minutes, policies, and procedures. She also assists with the maintenance of the compliance system and risk management programs, and with the distribution and filing of regulatory documents.
Job Titles:
- Digital Media Strategist
- Digital Media Strategist / Cleveland, OH
Annika G. Peterson serves as a Digital Media Strategist responsible for producing promotional and educational multimedia content for marketing, client relations, and internal communication across multiple social media platforms. Prior to joining Boyd Watterson in 2022, Annika served as Executive Director of Amplify Media where she directed and helped launch a student-led media organization at Indiana Wesleyan University. She also holds a BA in Multimedia Communication from Indiana Wesleyan University.
Job Titles:
- Senior Data Management Analyst
- Senior Data Management Analyst / Cleveland, OH
Arseny M. Zakharov is a Senior Data Management Analyst responsible for collaborating across the company to improve business methods and processes by developing advanced analytics. He specializes in turning raw data series and factor inputs from a variety of sources into an organized system that can be widely utilized.
Since joining Boyd Watterson in December of 2018, Arseny has spearheaded the creation of several proprietary systems, including a quantitative trading model for Fixed Income ETFs, software for automated demographic data acquiring, and a Real Estate scoring model.
Previously he worked as a Research Assistant at Concordia University, QC, where he focused on dynamical systems, data mining, and processing in DNA study. He further served as a Lecturer and Research Assistant at the University of Maryland, College Park, and has had several articles published in various academic journals throughout his career.
Job Titles:
- Portfolio Manager
- Portfolio Manager / Cleveland, OH
As a Portfolio Manager, Ashish K. Mishra works with the fixed income team to ensure client assets are invested in a manner consistent with client guidelines and with the goal of realizing client objectives. He is responsible for trade execution across a broad variety of fixed income securities via electronic platforms and direct negotiation in a manner that achieves the best execution level, timeliness, and accuracy. Additionally, he is responsible for providing quantitative support for the Fixed Income team that contributes to the investment decision making process.
Prior to joining Boyd Watterson in September of 2018, Ashish held a variety of roles within the biopharmaceutical industry dating back to 2007, in which he was primarily involved in the product development and technology transfer. The early part of his career included time as a Research Scientist at both NovelMed Therapeutics and Intas Pharmaceuticals Limited, as well as serving as a Research Assistant for Cadila Pharmaceuticals Limited.
Job Titles:
- Fixed Income Analyst / Cleveland, OH
Austin M. Reed is a Fixed Income Analyst for Boyd Watterson's fixed income team. Prior to joining BWAM in 2022, Austin worked at Level One Bank as a Financial Specialist in the Treasury Department where he specialized in fixed income securities, including municipal bonds, subordinated debt, and mortgage-backed securities. Austin holds a BBA with an emphasis in Accounting from Eastern Michigan University and is currently enrolled in the CFA program.
Job Titles:
- Junior Programmer Analyst / Cleveland, OH
Bradley D. Klyczek serves as a Junior Programmer Analyst and is responsible for assisting the technology department with software programming. Prior to joining the firm in 2021, Bradley worked at Chiropractic Health & Rehab as IT Support. He holds a BS in Computer Science with a minor in Mathematics from Cleveland State University.
Job Titles:
- Asset Manager
- Assistant Vice President, Asset Management
- Assistant Vice President, Asset Management / Denver, CO
Bradley S. Johnson serves as an Asset Manager for the real estate team in the Denver, CO office. Prior to joining the firm in 2022, Brad worked at EverWest Real Estate Investors as an Associate in Asset Management. Brad holds a BA in Economics and Political Science from University of Denver. He is also a planning committee board member for the Kids & Clays Tournament benefiting Ronald McDonald House of Southern Colorado.
Job Titles:
- Assistant Vice President, Acquisitions
- Assistant Vice President, Acquisitions / Chicago, IL
- in 2019 As an Analyst
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. Prior, he served as a Senior Performance Analyst and a member of the Impact Investing Committee at Marquette Associates. At Marquette, he focused on investment account performance, market research, and various reports for institutional clients.
Job Titles:
- Executive Vice President, Co - Chief Investment Officer
- Executive Vice President, Co - Chief Investment Officer / Cleveland, OH
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 and his initiative and innovation quickly elevated his position to his current role, advising on strategic direction and facilitating new product development and execution. He serves as the primary portfolio manager of Boyd Watterson's second private open-end real estate fund, which he assisted launching in 2018, 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.
Job Titles:
- Chief Executive Officer, Co - Chief Investment Officer
- Chief Executive Officer, Co - Chief Investment Officer / Cleveland, OH
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.
Job Titles:
- Portfolio Manager for GSA / Federal
- Senior Vice President, Portfolio Management, GSA
- Senior Vice President, Portfolio Management, GSA / Chicago, IL
Brian R. Orr is a Portfolio Manager for GSA/federal leased properties and is responsible for deeply understanding all aspects of those assets. 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.
Job Titles:
- Credit Analyst
- Credit Analyst / Bloomfield Hills, MI
- Fixed Income Credit Analyst
Cameron D. Vandenbossche is a fixed income Credit Analyst responsible for credit and sector research. Cameron monitors portfolio positions and assesses developments that impact the company's existing corporate bond holdings. He also provides regular quantitative reporting to assist the portfolio management team in identifying relative value and new potential investments.
Cameron began his career at Boyd Watterson in June of 2018 as an Intern with the Real Estate and Fixed Income teams before transitioning to his full-time position in April of 2021.
Job Titles:
- Deputy CIO
- Executive Vice President, Deputy Chief Investment Officer, Real Estate
- Executive Vice President, Deputy Chief Investment Officer, Real Estate / Chicago, IL
Casey F. Wendeln is the Deputy CIO of the real estate division responsible, together with the Co-CIOs of Real Estate, for establishing overall investment strategies and risk profiles. He focuses on monitoring results and ensuring adherence, routinely providing insightful analysis, identifying trends, risks, and opportunities. He is a member of the Real Estate Investment Committee, Allocation Committee and Finance Committee. Additionally, Casey is Head of the Chicago office, where he is responsible for instituting and maintaining Boyd Watterson culture and values.
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. He also worked at ProLogis.
Job Titles:
- Portfolio Manager
- Vice President
- Vice President, Portfolio Manager / Cleveland, OH
Christie N. Espin, Portfolio Manager, is responsible for municipal portfolio management focused on ensuring client assets are invested in a manner consistent with client guidelines, realizing client objectives, and endeavoring to outperform benchmarks while managing risks. She is the sector lead for Municipals, responsible for leading investment discussions on fundamentals, valuations, and momentum indicators as they relate to the sector.
Christie joined Boyd Watterson in January of 2008 after serving as a Municipal Trader at First Union/Wachovia, within the Capital Management Group for a little more than 10 years.
Job Titles:
- Asset Manager
- Vice President, Asset Management
- Vice President, Asset Management / Denver, CO
Christopher E. Winn serves as an Asset Manager for the real estate team located in the Denver, CO office. Prior to joining the firm, Chris worked at Everwest Real Estate Investors as the Director of Asset Management where he managed a portfolio of industrial and office properties in Colorado, Illinois, Texas, and Wisconsin. Prior to Everwest, Chris worked at Consolidated Investment Group as an Asset Manager where he managed a portfolio of industrial and multi-family properties in Colorado, California, and North Carolina. Chris holds an MBA in Finance from University of Wisconsin-Madison and a BS in Geology from University of California.
Job Titles:
- Controller
- Vice President, Controller, Real Estate Funds
- Vice President, Controller, Real Estate Funds / Chicago, IL
Christopher G. Ried is a Controller for the real estate team and is responsible for managing the accounting functions for our real estate products. Prior to joining Boyd Watterson in 2021, Chris served as a Real Estate Assurance Senior Manager at RSM US LLP where he worked on financial statement audits for real estate companies, including property joint ventures, private equity funds, and separate accounts. Chris holds an MSA and a BS in Accountancy from the University of Illinois - Urbana-Champaign.
Job Titles:
- Asset Manager
- Assistant Vice President, Asset Management
- Assistant Vice President, Asset Management / Chicago, IL
Colleen B. Hyland 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.
Job Titles:
- Assistant Vice President, Acquisitions
- Assistant Vice President, Acquisitions / Chicago, IL
Connor Sharples works in acquisitions for the real estate team focusing on Diversified Government REIT Acquisitions. Prior to joining the firm in 2022, Connor worked at J.P. Morgan as a Client Associate and Underwriter in the Real Estate Banking group. He holds a BA in Economics with a minor in Business from Northwestern University. Connor is also currently pursuing his Illinois Real Estate license.
Job Titles:
- Administrative Assistant
- Administrative Assistant / Chicago, IL
- Administrative Assistant for the Boyd Watterson Real Estate
Cynthia L. Turnbow 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.
Job Titles:
- Research Analyst
- Research Analyst / Cleveland, OH
Dan J. Elzeer is a Research Analyst in the fundamental research lab where he concentrates on state and local government real estate. He analyzes asset-specific risks, helps to select and evaluate targeted markets, and builds and maintains relationships within those markets. Dan specializes in market "deep dives" and finding accretive properties through proprietary sourcing techniques that he helped to develop.
Dan joined Boyd Watterson as an Intern before being hired full time in June of 2019.
Job Titles:
- Asset Manager
- Vice President, Asset Management
- Vice President, Asset Management / Washington, DC
Daniel A. Orcutt is an Asset Manager for the real estate team located in the Washington, DC office. Prior to joining Boyd Watterson, Dan worked at Newmark as the Director of Management Services where he served as the market leader for property management services in the Mid-Atlantic region. Prior to Newmark, Dan worked at CBRE as a Director of a property management portfolio consisting of 10 million square feet of office and industrial assets throughout the Washington Metro region. Dan holds a BA in Environmental Design from University at Buffalo. He also holds the Certified Property Manager (CPM) designation from the Institute of Real Estate Management (IREM).
Job Titles:
- Executive Vice President, Director of Portfolio Management and Trading
- Executive Vice President, Director of Portfolio Management and Trading / Cleveland, OH
As Director of Portfolio Management and Trading, David M. Dirk, CFA, is responsible for the supervision of all portfolio management and trading activity throughout the company's suite of Fixed Income and Equity products. Alongside the CIO for Fixed Income, he helps to formulate investment strategy focused on maximizing return and minimizing risk across the spectrum. David's diligent approach ensures consistency in the application and subsequent evaluation of these strategies.
His dependability to both investors and the company is evidenced by his 25 years of industry experience, having joined Duff & Phelps Investment Management Co., predecessor to Boyd Watterson, in August of 1996.
David Watterson earned CFA charter number 24 as part of the first class of charterholders, beginning the company's strong commitment to the Chartered Financial Analyst Institute and Program
Job Titles:
- Vice President, Senior Marketing Associate
- Vice President, Senior Marketing Associate / Cleveland, OH
As Senior Marketing Associate, 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.
Job Titles:
- Regional Director of Asset Management for the Western
- Vice President, Regional Director of Asset Management ( Denver )
- Vice President, Regional Director of Asset Management ( Denver ) Denver, CO
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 Central United States Asset Management for EverWest Real Estate Advisors, where she oversaw 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.
Job Titles:
- Director of Operations
- Senior Vice President
- Senior Vice President, Director of Operations / Cleveland, OH
Don O. Hess is the Director of Operations responsible for the oversight of shareholder services and guidance of the department. He focuses on implementing and maintaining processes and procedures to aid in accuracy and efficiency. Importantly, Don works toward exemplary client service, ensuring his team provides precise, timely reporting and response.
Don has over 30 years of experience in the finance industry. Prior to joining Boyd Watterson, he spent a combined 23 years at National City followed by PNC Bank where he most recently served as the Director of Investment Client Reporting.
Job Titles:
- Assistant Vice President, Institutional Portfolio Strategy
- Assistant Vice President, Institutional Portfolio Strategy / Cleveland, OH
Elizabeth L. DeBarr works on the Marketing and Distribution team, responsible primarily for developing and maintaining the relationship management process with investment consultants, including creating communication plans and coordinating responses to RFPs and due diligence questions. Further, Liz works with the investment team to analyze new product concepts and strategies in order to address client needs.
Liz began her career as an Intern for Boyd Watterson in September of 2015 and has since demonstrated her ability to "wear many hats" whilst effectively performing a myriad of roles across the organization.
Job Titles:
- Head of Acquisitions for GSA / Federal
- Senior Vice President, Head of Acquisitions, GSA
- Senior Vice President, Head of Acquisitions, GSA / Chicago, IL
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.
Job Titles:
- Assistant Vice President, Asset Management / Chicago, IL
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 September 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.
Job Titles:
- Senior Vice President
- Treasurer
- Senior Vice President, Treasurer / Cleveland, OH
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.
Job Titles:
- Administrative Assistant
- Administrative Assistant / Cleveland, OH
Evan O. Massauro serves as an Administrative Assistant, working closely with Boyd Watterson's Executive team. Prior to joining Boyd Watterson in May of 2022, Evan worked at FDO Partners as an Executive Assistant. Evan holds a BS from the University of Massachusetts Boston.
Job Titles:
- Vice President, Regional Director of Asset Management ( DC ) Washington, DC
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.
Job Titles:
- Executive Vice President
- Senior Portfolio Manager
- Executive Vice President, Senior Portfolio Manager / Bloomfield Hills, MI
Greg D. Oviatt, CFA, is the Senior Portfolio Manager responsible for the management of short-term and intermediate taxable fixed income portfolios, as well as credit research in the banking, financial services, and healthcare industries. Since joining Boyd Watterson in 2019, Greg has remained dedicated to meeting and exceeding client expectations, focusing on relative performance and risk management.
Greg previously served as a Senior Portfolio Manager at Incore Capital Management and Munder Capital Management after working as a Money Market Portfolio Manager at National City Investment Management Company.
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.
Job Titles:
- Assistant Vice President
- Senior Marketing Specialist
- Assistant Vice President, Senior Marketing Specialist / Cleveland, OH
As Senior Marketing Specialist, Heather R. Kelley is the creative resource responsible for facilitating the creation and enhancement of firm-wide marketing strategies to promote Boyd Watterson. She is an innovative thinker who focuses on developing marketing campaigns that best suit market trends and inform clients, while continually enhancing the firm's presence both in print and online.
Heather began her career at Boyd Watterson in October of 2011 and since has contributed to a rebranding of Boyd's logo, website, marketing materials, and social media presence to ensure a fresh perspective.
Job Titles:
- Vice President, Acquisitions / Chicago, IL
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.
Job Titles:
- Staff Accountant for the Corporate Accounting
- Staff Accountant, Corporate Accounting / Cleveland, OH
Jake Kanter is a Staff Accountant for the Corporate Accounting division, maintaining Boyd Watterson's financial records to ensure compliance with laws, regulations, and company policies. Jake is responsible for the preparation of financial statements, analysis of revenues, expenses and commissions, the reconciliation of accounts, and the research and restoration of any accounting issues and discrepancies.
Upon Jake's arrival to the firm in January of 2019, he has been steadfast in the implementation of processes to increase the accuracy and efficiency of vendor payments, reduce the average time to close, and to bring Boyd Watterson into full compliance with ASC 842. Additionally, he continues to use business analytics to provide insight into the most effective ways to manage costs and direct sales efforts.
Job Titles:
- Chief Technology Officer
- Executive Vice President
- Executive Vice President, Chief Technology Officer / Cleveland, OH
James A. Waler is the Chief Technology Officer and is responsible for constructing, evaluating, and optimizing Boyd Watterson's technology infrastructure and framework. He works closely with the CEO and key executives to identify and implement the best technologies and services to meet strategic long-term objectives. James also provides oversight and guidance to the IT and Operations departments, ensuring systems and practices are in place for customer security and satisfaction.
James began working for Boyd Watterson in July of 1990 when it was under the name of its predecessor, Duff & Phelps Management Co. James has been a critical component in the creation of proprietary systems throughout the company and in streamlining and enhancing processes and procedures.
Job Titles:
- Investment Program Coordinator / Cleveland, OH
As Investment Program Coordinator, James Plante focuses on the development and coordination of various initiatives within the Real Estate division with a specific focus on the Responsible Contractor and ESG policies. He is responsible for assisting with strategy development, ensuring policies are adhered to, delivering reporting internally and externally, and ensuring transparency through communication.
James began at the firm in November of 2020 after serving as a Public Affairs Advisor for Olympus Energy where he managed the government relations strategy with the firm's financial backer, while developing and executing a strategic communications plan. Additionally, he was the Chairman of the Political Action Committee where he cultivated relationships with a number of Pennsylvania state legislators.
Job Titles:
- Executive Vice President
- Executive Vice President / Cleveland, OH
James R. Shirak contributes his expertise to the Fixed Income team by active engagement with key committees and generating specific investment ideas. Jim stays current on market trends and provides insight to the Macro and Fixed Income Investment Policy committees.
Jim began his employment with Boyd Watterson in July of 2000. His knowledge of the industry branches out, having previously served as the Founder and Principal of Sterling Asset Management, as well as the Head of Fixed Income at BP America, Inc. for its Pension Plan and Savings and Investment Plan. James further served as the Director of Fixed Income for the Investment Centre, in addition to the Head of Fixed Income for the Pension Plan of Republic Steel and Lincoln National Corp.
Job Titles:
- Vice President of Sales
- Vice President of Sales / Chicago, IL
- Vice President of Sales for Boyd Watterson 's Institutional Sales
James R. Stange is the Vice President of Sales for Boyd Watterson's Institutional Sales team. Prior to joining the firm in 2021, Jim worked at Fifth Third Asset Management in Sales and Foundry Partners Investments in Sales. He holds a degree from Morton College.
Job Titles:
- Vice President, Development
- Member of the Real Estate Acquisitions Team
- Vice President, Development / Washington, DC
Jeff W. Hurvitz serves as a member of the real estate acquisitions team in the Washington, DC office with a focus on development. Prior to joining the company in 2019, Jeff was a Vice President at Jones Lang LaSalle (JLL) on the Government Investor Services team, where he represented owners and developers in the pursuit of GSA leases and the sale of GSA leased assets. On behalf of his clients, Jeff completed over 100 lease transactions totaling over 6 million square feet of space and supported the Capital Markets Government Solutions group, a specialty practice group at JLL dedicated to the sale of Government leased assets, with over $2.0 billion in asset sales. Prior to JLL, Jeff was a Registered Representative with a national securities broker-dealer. Jeff holds a Master's Degree in Real Estate with a concentration in Development from Georgetown University and a BS in Business Administration with a concentration in Finance from the College of Charleston.
Job Titles:
- Senior Vice President, Sales and Marketing
- Senior Vice President of Sales and Marketing for Boyd Watterson 's Institutional Sales
- Senior Vice President, Sales and Marketing / Bloomfield Hills, MI
Jerome T. Moffitt is the Senior Vice President of Sales and Marketing for Boyd Watterson's Institutional Sales team. Prior to joining the firm in 2022, Jerry worked at Alidade Capital LLC as Senior Advisor/Investor Relations. He holds a Bachelor's Degree in Political Science with minors in Psychology and Soviet Studies from Michigan State University. Jerry is a member of the Shelby Township Zoning Board of Appeals and the Michigan Association of Employee Retirement Systems and serves as Chairman on the Shelby Township Fire and Police ERS and the Shelby Township Planning Commission.
Job Titles:
- Assistant Vice President, Asset Management / Washington, DC
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.
Job Titles:
- Administrative Assistant
- Administrative Assistant / Cleveland, OH
Jessica N. Rodriguez joined the Boyd Watterson team in February 2020 as a Receptionist before transitioning to an expanded role as an Administrative Assistant in the Marketing and Distribution department, with a focus on platform clients. She works closely with clients to ensure they are receiving timely, accurate reporting on their accounts and that their questions are answered. Jessica's collaborative manner and outgoing personality naturally compliment her ability to manage the exchange of information between clients and team members.
Jessica has prior experience working as an Office Coordinator and Patient Advocate for a northeast Ohio behavioral health practice.
Job Titles:
- System Analyst
- Vice President, System Analyst / Cleveland, OH
Joe Daneshmand is a System Analyst responsible for ensuring the company's technology infrastructure functions smoothly, allowing for efficient operations. He serves as a resource for employees to maximize their time and effort while providing system stability and security to both the firm and its clients.
Joe's employment with Boyd Watterson dates back to June of 1997 when he began as a Programmer Analyst with the firm's predecessor, Duff & Phelps Investment Management Co.
Job Titles:
- Assistant Vice President, Asset Management / Chicago, IL
Joe DiMartino works in asset management for the real estate team. Prior to joining Boyd Watterson, Joe worked at Heitman, LLC as an Acquisitions Associate and a Portfolio Accountant. At Heitman, Joe began in the accounting department working on an open-ended commingled fund with assets across the United States. In mid-2015, Joe transitioned to the acquisitions team focusing on both US private equity and private real estate debt investment strategies. During his time at Heitman, Joe has worked on all property types from multifamily and office to student housing and self-storage focusing on core, value-added, and opportunistic strategies. Joe has a BA in Business Economics from State University of New York at Cortland.
Job Titles:
- Junior Programmer Analyst / Cleveland, OH
- Junior Programmer Analyst for Boyd Watterson 's Information Technology
Joel A. Stell serves as a Junior Programmer Analyst for Boyd Watterson's Information Technology team. Prior to joining the firm, Joel work as an Endpoint Technician at MetroHealth Systems and IT Technical Support at the Cleveland Clinic. He holds a BS in Computer Science with a minor in Mathematics from Cleveland State University.
Job Titles:
- Senior Vice President, Director of Institutional Strategy / Tampa, FL
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.
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.
Job Titles:
- Institutional Sales Support / Cleveland, OH
- Member of the Distribution and Marketing Department
John P. Hyland is a member of the Distribution and Marketing department, specializing in Institutional Sales. Jack is responsible for developing and maintaining strong client and consultant relationships and providing excellent service. In collaboration with portfolio managers and distribution team members, he provides market insight in the development of presentations and portfolio reviews.
Job Titles:
- Economic Analyst
- Economic Analyst / Cleveland, OH
As an Economic Analyst, Joseph M. Khoury is responsible for providing research and analytical support for the macro process, focusing on the state of the economy. He creates detailed reporting that is provided to the portfolio management team for consideration during investment decision making.
Job Titles:
- Marketing Specialist
- Marketing Specialist / Cleveland, OH
Joseph P. Tarantino is a Marketing Specialist responsible for assisting in the development and execution of marketing strategies to promote the Boyd Watterson brand. In collaboration with the Senior Marketing Specialist, his main focus is on the website and other electronic media, regularly reviewing all materials for consistency and accuracy.
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 his full-time marketing position in February of 2021. Joseph was a member of the team that redesigned the company website.
Job Titles:
- Senior Vice President, Head of Acquisitions, State / Chicago, IL
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 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 and in growing assets in the state and local government focused open-end real estate fund from its inception.
Joe has more than 25 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).
Job Titles:
- Assistant Vice President, Trading / Cleveland, OH
Joy M. Franz works within the Fixed Income line of business and is responsible for trading across all sectors, utilizing a number of different sources in order to ensure best execution. She focuses on the LDEI Mutual Fund, ETF Model, and backs up Municipals and Equities. Joy keeps current with the market and communicates spread movements to portfolio managers and other members of the Fixed Income team. She is a member of several committees within the firm, including the Pricing Committee and the Brokerage Committee.
Joy joined Duff & Phelps Investment Management Co. (Boyd Watterson's predecessor) in May of 1993 and has continually explored ways to increase productivity, automate processes, and work toward a paperless system. Previously, Joy worked at National City Bank for seven years in various positions such as Proof Encoder, Data Entry Clerk, and Trust Operations Clerk III.
Job Titles:
- Assistant Vice President, Asset Management / Washington, DC
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.
Job Titles:
- Executive Vice President
- Senior Portfolio Manager
- Executive Vice President, Senior Portfolio Manager / Cleveland, OH
Justin C. Waggoner is a Senior Portfolio Manager responsible for the intermediate suite of taxable fixed income portfolios. He is focused on the consistent application of firm-wide investment strategies in order to realize client objectives while managing downside risks and outperforming applicable benchmarks and competitor peer groups.
Justin's commitment to investor success spans a little more than two decades with Boyd Watterson. He began his financial career with the firm in November of 1999 when it was known as Duff & Phelps Investment Management Co.
Job Titles:
- Performance Analyst / Cleveland, OH
Kaman Tam is a Performance Analyst, specializing in daily performance and operations for fixed income accounts. She certifies the accuracy of account performance and all numbers reported externally to ensure Boyd Watterson is verified and compliant with Global Investment Performance Standards (GIPS).
Kaman joined the company in February of 2017 after having served as a Trade Support Specialist at Key Bank and a Transition Specialist and Client Associate for Stratos Wealth Partners.
Job Titles:
- Assistant Vice President
- Senior Operations Analyst
- Assistant Vice President, Senior Operations Analyst / Cleveland, OH
Karen A. Ringler is a Senior Operations Analyst responsible for the settlement of Fixed Income Securities. She is the liaison between internal traders, executing brokers, and custodians, and tracks the process from execution to settlement in order to guarantee accuracy and timeliness. Karen is also responsible for verifying and maintaining financial accounting records to ensure accurate reporting is provided to clients, consultants, and staff.
Karen began her career with Boyd Watterson in January of 2007. She has consistently remained focused under pressure, even as trade volume and demands from custodians and brokers increase and has maintained a commitment to providing customer service from day one.
Job Titles:
- Operations Analyst
- Operations Analyst / Cleveland, OH
Karen M. Wisner is an Operations Analyst responsible for verifying and maintaining the financial accounting records of institutional and retail investment clients to ensure accurate reporting. She manages portfolio reconciliation, securities overview, document retention, fixed income corporate actions, and month end pricing.
Karen has been a devoted part of the team since September of 1990, joining the company when it was known as its predecessor, Duff & Phelps Investment Management Co. Over the years, she has developed a strong understanding of securities processes and account reconciliation, continuing to adapt operations to ensure the most efficient methods are being utilized. Previously, she worked in the Operations department at Roulston & Company as a Trading Desk Assistant.
Job Titles:
- Chief Financial Officer for the Real Estate Funds
- Executive Vice President, Chief Financial Officer, Real Estate Funds / Chicago, IL
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.
Job Titles:
- Senior Staff Accountant / Cleveland, OH
Keith M. Bowden serves as a Senior Staff Accountant for Boyd Watterson. Prior to joining the firm in 2022, Keith worked at Neighborhood Family Practice as a Financial Analyst where he prepared monthly financial reports and assisted in budgeting. Keith holds a BA in Business Management and Accounting from Notre Dame College.
Job Titles:
- Senior Analyst With Boyd Watterson 's Acquisition
- Senior Analyst, Acquisitions / Chicago, IL
Keith S. Schuman is a Senior Analyst with 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.
Job Titles:
- Director of Human Resources
- Vice President
- Vice President, Director of Human Resources / Cleveland, OH
Kelly M. Sumey is the Director of Human Resources and is responsible for all Human Resource functions, including planning, position design, recruitment, orientation, training and development, performance, compensation, and benefit design and administration. She works closely with Boyd's management team to set and execute strategic HR initiatives, including recruiting and retaining high-caliber employees and maintaining the overall culture of the company.
Prior to joining Boyd Watterson in April of 2021, Kelly was a Human Resource Manager for Wayne Homes, in addition to serving as an OSBA Certified Employment Law Paralegal.
Job Titles:
- Assistant Vice President
- Senior Research Analyst
- Assistant Vice President, Senior Research Analyst / Cleveland, OH
As a Senior Research Analyst for the Real Estate division, Ken C. Kilpatrick is responsible for leading the team in its evaluation of risks and opportunities within the marketplace. He also focuses on business development, building relationships in targeted markets with brokers, economic developers, and government officials to better understand local real estate fundamentals. Ken then pulls together his research to present detailed reporting for the portfolio management team.
Ken began his time at Boyd Watterson in February of 2017 and since then, has been an integral part of the collaboration to form the Real Estate Research department, launch the state and local government focused open-end real estate fund, and create a pricing model, as well as continue building out the firm's proprietary data system.
Previously, he served as a Financial Analyst with First National Bank where he created reports to assist the management team evaluate retail branch performance throughout its entire footprint.
Job Titles:
- Network Administrator
- Network Administrator / Cleveland, OH
As a Network Administrator since June of 2017, Kent A. Koeth is responsible for maintaining the continuity of Boyd Watterson's IT infrastructure, focusing on uptime, reliability, and security. He ensures cost effective solutions are in place which benefit the current and future needs of our growing business.
Job Titles:
- Treasurer
- Assistant Vice President, Treasury / Cleveland, OH
Kevin M. Cleary works closely with the Treasurer in the execution of all financing-related activities for the real estate funds and programs including secured and unsecured loans, credit lines, and derivatives. He plays a key role in sourcing and closing of each transaction.
Kevin began with the Boyd Watterson Fixed Income team upon hire in January of 2018 as a Credit Analyst covering Energy, Basics, and TMT before transitioning into his current role with the Real Estate division. Prior to joining the firm, he worked as an Equity Associate for Northcoast Research in Cleveland, Ohio, providing value-add research on the building materials and industrials sectors.
Job Titles:
- Portfolio Manager
- Senior Vice President, Portfolio Management, State / Chicago, IL
Kristen L. Albano is a Portfolio Manager for state and local government leased properties. She is responsible for assisting in the strategic management of the real estate portfolios, communicating her deep understanding of all state and locally leased properties held within. Further, she is responsible for maintaining relationships with developers, owners, brokers, and other real estate professionals.
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.
Job Titles:
- Administrative Assistant
- Administrative Assistant / Cleveland, OH
Kristy L. Angelo is an Administrative Assistant in the Cleveland office, responsible for keeping the office running smoothly. She is the face of the company, providing support company-wide and to external clients and partners. Further, she works closely with the Deputy Chief Investment Officer of Fixed Income to ensure completion of major initiatives.
Kristy began her position with Boyd Watterson in November of 2020. Although new to finance, Kristy has nearly two decades of experience in communications, branding, and event management having previously worked for several local colleges and Gilmour Academy in various roles such as media relations director, sports information director, and associate athletic director.
Job Titles:
- Vice President, Treasury / Chicago, IL
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).
Job Titles:
- Operations Analyst
- Operations Analyst / Cleveland, OH
Luke R. Simmons serves as an Operations Analyst. Prior to joining Boyd Watterson in 2022, Luke worked at Equity Trust Company as an Operations Associate II, Asset Servicing where he focused on analyzing client documents and investments. Luke holds a BS in Business Administration from Westminster College (PA).
Job Titles:
- Construction Manager
- Vice President
- Vice President, Construction Manager / Washington, DC
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.
Job Titles:
- Analyst
- Analyst, Acquisitions / Chicago, IL
Matthew C. Sutter serves as an Analyst for Boyd Watterson's real estate team focusing on acquisitions. Prior to joining the firm in 2022, Matt worked at Largo Capital as an Analyst where he was responsible for underwriting, financial analysis, market research and the closing of commercial real estate loan originations throughout North America. Matt holds a BS with a concentration in Finance from Georgetown University.
Job Titles:
- Director of Marketing
- Vice President
- Vice President, Director of Marketing / Cleveland, OH
As the Director of Marketing, Megan M. Soeder is responsible for assisting the National Director of Sales and Marketing in developing and executing the department's annual and long-term goals and oversees the marketing team. Additionally, Megan works directly with clients and consultants in providing information and insight into Boyd Watterson's strategies. Her hands-on approach to assisting with client needs further extends to working with the firm's account relationship managers to produce consistent, timely portfolio reports.
Megan began with Boyd Watterson in October of 2005, working her way through the company as a former administrative assistant and client service administrator to her current role.
Job Titles:
- Executive Vice President
- Executive Vice President / Cleveland, OH
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 ever focused on the client.
Job Titles:
- Deputy Chief Investment Officer With the Fixed Income
- Executive Vice President, Deputy Chief Investment Officer, Fixed Income / Bloomfield Hills, MI
Michael J. Krushena is the Deputy Chief Investment Officer with the Fixed Income division. Along with the CIO for Fixed Income, he is responsible for formulating investment strategy and process. Mike also serves as the lead portfolio manager of the LDEI Fund and on the fixed income portions of the Multi Asset Strategy, as well as custom, credit-focused portfolio strategies. He works to manage the investments in a manner consistent with investment policy statements and which reflect the company's current outlook and applied strategies.
Prior to joining Boyd Watterson in July of 2017, Michael served as a Deputy Chief Investment Officer for the Retirement Systems of the City of Detroit and also as a Senior Portfolio Manager for Ambassador Capital Management.
Job Titles:
- Chief Investment Officer for Fixed Income
- Executive Vice President, Chief Investment Officer, Fixed Income / Bloomfield Hills, MI
As the Chief Investment Officer for Fixed Income, Michael Vandenbossche focuses on investment strategy formation and portfolio management of Boyd Watterson's Fixed Income line of business. Responsible for ensuring investments follow client guidelines, with the goal of realizing client objectives and outperforming applicable benchmarks and competitor peer groups, while managing downside risks. He oversees the daily execution and implementation of the investment process. Michael started with the company in October of 2014 as a Senior Portfolio Manager before transitioning into his current role as CIO.
Previously, Michael served as a Portfolio Manager with Ambassador Capital Management and Munder Capital Management, where he was a member of the Investment Strategy team, headed the Captive Insurance team, and managed the corporate and CMBS sectors. His resume also includes time at Victory Capital Management and First of America Bank in such roles as Portfolio Manager, Asset/Liability Manager, and Municipal Analyst.
Job Titles:
- a Junior Network Administrator
- Junior Network Administrator / Cleveland, OH
Nathan C. Scott joined Boyd Watterson Asset Management as a Junior Network Administrator in June of 2020. His enthusiasm for technology drives him to ensure the firm's IT infrastructure remains positioned for success. He is responsible for assisting the CTO, Network Administrator, and IT team with daily tasks and larger projects and supports all employees as requested. Additionally, he values the importance of cybersecurity and stays current with the latest trends and news, focusing on what might impact the company and our clients.
Job Titles:
- Vice President, Head of Acquisitions, Diversified / Chicago, IL
Nicholas M. Nigro is Head of Acquisitions for Boyd Watterson's first open-end real estate REIT. His focus is on the 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. Nicholas has an attention to detail fine-tuned throughout more than a decade of institutional real estate experience that is invaluable to the due diligence process.
He joined the firm in February of 2021 after 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. Nicholas 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.
Job Titles:
- Assistant Vice President, Acquisitions / Chicago, IL
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 the due diligence process for prospective acquisitions while remaining apprised of pipeline activity.
Nikola joined Boyd Watterson in January of 2017 after interning with the Acquisitions teams at GEM Realty Capital and The HEARN Company.
Job Titles:
- Associate General Counsel
- Compliance Officer
- Associate General Counsel, Compliance Officer / Cleveland, OH
As an Associate General Counsel, Compliance Officer, Noah T. Kaim advises on legal matters associated with Boyd Watterson's operations, primarily regarding legislation impacting the industry, asset management, insurance, and human resources. For the company's real estate products, Noah provides guidance regarding investor subscription documents and coordinates with outside legal counsel on various matters. Noah also has a role in establishing, updating, and implementing compliance policies and reviews and approves Boyd Watterson marketing materials prior to their release.
Noah served as a Law Clerk at Huffman, Hunt & Klym, LLC, as well as Perantinides & Nolan, Co. L.P.A. prior to becoming a part of the Boyd Watterson team in August 2019.
Job Titles:
- Chief Financial Officer
- Executive Vice President
- Executive Vice President, Chief Financial Officer / Cleveland, OH
Patricia J. Jamieson is Chief Financial Officer and is responsible for the oversight of the Finance, Accounting, Human Resources, and Administration departments for the company. Patricia works closely with the CEO and other executives in setting strategic direction and determining long-term and annual line of business objectives. She is dedicated to optimizing productivity and progress by ensuring each department has the right resources to meet the strategic objectives.
Job Titles:
- Regional Director of Asset Management for the Chicago
- Vice President, Regional Director of Asset Management ( Chicago ) Chicago, IL
Patrick J. McGarry is the Regional Director of Asset Management for the Chicago office. He leads the asset managers in the central region, providing leadership and oversight of asset management activity. He is responsible for maximizing return while minimizing risk by overseeing the administration, hiring, property management selection, leasing, and operation of all properties within his team's portfolio.
Patrick started with Boyd Watterson in April of 2018 as an Asset Manager and was elevated to Regional Director in 2021. Patrick previously served as a Senior Associate, Asset Management for American Realty Advisors where he was responsible for the oversight and support of portfolios of office and industrial real estate investment assets. He was also a Fiscal Operations Manager, Midwest Regional Manager for RMR where he handled the financial planning and analysis for all office, industrial, medical, and government-occupied assets.
Job Titles:
- Executive Vice President, Head of Advisor Channel Distribution / Cleveland, OH
As a member of the Distribution and Marketing team, Patrick Prato is committed to fostering strong relationships with clients and consultants and providing excellent service. He 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.
Job Titles:
- Vice President, Development
- Member of the Real Estate Acquisitions Team
- Vice President, Development / Denver, CO
Peter W. Liebman serves as a member of the real estate acquisitions team in the Denver, CO office with a focus on development. Prior to joining Boyd Watterson, Peter worked as an Investments and Capital Markets Associate with Stonebridge Development in Washington DC, responsible for the underwriting, due diligence, and financing efforts for new investments as well as asset management and disposition for all existing investments. Prior to joining Stonebridge, Peter worked at Kodiak Properties and its subsidiary SPMC Properties, specializing in the acquisition of retail real estate in the Mid-Atlantic region and urban mixed-use acquisitions in the District of Columbia. Prior to commercial real estate, Peter worked in management consulting with Vynamic and PA Consulting. He holds an MS in Real Estate Finance from Johns Hopkins University and a BA in Economics from the University of Rochester.
Rank O. Dawson III is responsible for monitoring economic and investment market data to help inform the investment team on the current stage of the credit and profit cycle. This information is used in the investment decision making process to determine the type and amount of risk to take in portfolios. Further, Rank assists the Marketing team in the development of the weekly blog posts which provide insight into the company's current views on the economy and investment markets.
Since joining Boyd Watterson in April of 2016, Rank has worked to foster a data driven approach to analyzing the economic markets in the investment process.
Job Titles:
- Assistant Vice President
- Executive Administrator
- Assistant Vice President, Executive Administrator / Cleveland, OH
Renee C. Copsey, Executive Administrator, provides support to the Chief Executive Officer (CEO) and other top-level executives in the development and completion of long-term strategic plans and annual business plans for Boyd Watterson's various lines of business. She assists in the development of company-wide policies and procedures and serves as supervisor of the administrative team, responsible for the hiring, training, managing, and development of the group.
Renee began her career with the firm in June of 2015 and worked in several administrative positions before transitioning to her current role. With excellent organizational skills, an eye for detail, and the ability to work well with people at all levels, Renee is a valued member of the executive team.
Job Titles:
- Portfolio Manager
- Vice President
- Vice President, Portfolio Manager / Cleveland, OH
As a Portfolio Manager, Rich D. Pasela focuses on the management of short-term fixed income portfolios in order to ensure the investment of client assets in a manner consistent with client guidelines. His goals include realizing client objectives and outperforming applicable benchmarks and competitor peer groups while managing downside risks. Rich specializes in conducting credit research, identifying investments that provide attractive risk-adjusted returns, and facilitating trade execution for a variety of Fixed Income securities.
Rich came to Boyd Watterson in August of 2016 after working as a Fixed Income Desk Strategist at KeyBank, as well as an Equity Research Liaison.
Job Titles:
- Co - Chief Investment Officer
- Executive Vice President, Co - Chief Investment Officer of Real Estate / Chicago, IL
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.
Job Titles:
- Associate General Counsel
- Compliance Officer
- Vice President
Ruth A. Sweeney-Ricica is an Associate General Counsel, Compliance Officer and largely works to ensure Boyd Watterson's compliance with investment advisory regulation under federal and state securities laws. She focuses on the implementation and maintenance of Boyd's compliance program, which includes training on firm policies and procedures, cybersecurity, and other industry and regulatory updates. Ruth is also responsible for the filing and maintenance of regulatory-required documents and disclosures, in addition to the preparation of applicable agreements and guidelines relating to Boyd Watterson's investment advisory relationships and services.
Job Titles:
- Associate General Counsel
- Compliance Officer
- Vice President
Job Titles:
- Assistant Vice President, Asset Management / Washington, DC
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.
Job Titles:
- Institutional Sales Support / Cleveland, OH
- Member of the Distribution and Marketing Department
Ryan T. Willis is a member of the Distribution and Marketing department, specializing in Institutional Sales. He focuses on maintaining strong working relationships with existing clients and consultants, building new relationships, and providing exceptional client service.
Ryan joined Boyd Watterson in March of 2019 after having been a Venture Analyst with Steelbridge Labs where he was responsible for identifying and evaluating potential acquisition targets, conducting due diligence, and interfacing with brokers and executives to close deals.
Job Titles:
- Executive Vice President, Director of Credit Research / Bloomfield Hills, MI
As the Director of Credit Research, Brad Fush is responsible for the development, execution, and continual improvement of the credit research process, as well as oversight of the credit analyst team. Additionally, he is the co-portfolio manager for the LDEI Fund and conducts research on a variety of Boyd Watterson's fixed income strategies.
Before joining Boyd Watterson in September 2019, Brad was the Director of Credit Research at Incore Capital Management and Munder Capital Management where he focused on credit analysis and credit modeling for the corporate bond sector.
Job Titles:
- Human Resource Administrator / Cleveland, OH
Sarah I. Gable, Human Resource Administrator, is responsible for providing administrative support to human resource functions including planning, position design, recruitment and selection, orientation, training and development, performance review, and compensation and benefits.
Sarah joined Boyd Watterson in October of 2018 as a Receptionist before taking on additional responsibilities and transitioning to an Administrative Assistant position. She moved to her current role in April of 2021 where she works closely with the HR Director on company policies regarding workplace safety and culture.
Job Titles:
- Compliance Officer
- Compliance Officer / Cleveland, OH
Scott J. Ford III serves as a Compliance Officer for Boyd Watterson. Prior to joining the firm in 2022, Scott worked at Union Home Mortgage (UHM) as a Senior Compliance Specialist where he updated compliance policies, evaluated risk for the company's internal processes, and reviewed marketing materials. Scott holds a BS in Business Administration with a minor in Marketing from The University of Toledo.
Job Titles:
- Vice President, Asset Management / Denver, CO
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.
Job Titles:
- Executive Vice President, Strategic Advisor / Cleveland, OH
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.
Job Titles:
- Assistant Vice President, Senior Data Management Analyst / Cleveland, OH
- Senior Data Management Analyst
Stephen T. Berhalter is a Senior Data Management Analyst responsible for developing processes to turn raw data series and factor inputs from a variety of sources into an organized system that can be utilized across the investment platform. He also oversees the data analysis team, ensuring accuracy and efficiency.
Job Titles:
- Vice President, Asset Management / Washington, DC
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.
Job Titles:
- Acquisition Team Member
- Assistant Vice President, Acquisitions / Chicago, IL
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.
Job Titles:
- Operations Analyst
- Operations Analyst / Cleveland, OH
As an Operations Analyst, Sue Norman is responsible for the initial stages of client onboarding. She is the liaison between the client, consultant, internal and external legal teams, custodian, sales team, and additional internal staff during the preparation of contracts and new account openings. Sue then works with internal traders, executing brokers, and custodians during the trade settlement process, tracking trades from start to finish to ensure accuracy and timeliness. She is further responsible for reviewing and keeping current existing client account information.
Sue joined Boyd Watterson in November of 2006 as an Administrative Assistant prior to transitioning into her current role. Prior to joining the firm, she was a Real Estate Office Manager at Spitzer Management, Inc., while also serving as a Legal Assistant.
Job Titles:
- Associate General Counsel of Real Estate
- Vice President, Associate General Counsel, Real Estate / Cleveland, OH
Taylor R. Gevry is the Associate General Counsel of Real Estate. Her primary focus is to provide legal guidance and problem solving for the Boyd Watterson Real Estate line of business with a concentration on new product development, complex acquisitions, and finance. She develops creative solutions to complicated problems while improving efficiencies and facilitating effective project implementation. Additionally, Taylor oversees the investor relations and new product development departments.
Taylor first began with the firm in 2014 as a Real Estate Research intern, focusing on federal tenant research and federal government budget analysis. In January of 2017, she transitioned into her current role and has since provided counsel on several high-profile, complicated acquisitions and financing transactions, in addition to assisting with the launch of several Real Estate funds.
Job Titles:
- Portfolio Strategist
- Senior Vice President, Portfolio Strategist / Cleveland, OH
Theodore N. Hellmuth is a Portfolio Strategist focused on small institutions 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.
Thomas J. Tarantino - Chief Compliance Officer, Chief Legal Officer, EVP
Job Titles:
- Chief Compliance Officer
- Executive Vice President
- General Counsel
- Executive Vice President, General Counsel, Chief Compliance Officer / Cleveland, OH
Thomas J. Tarantino is General Counsel and Chief Compliance Officer and is responsible for the management and oversight of the Legal department and regulatory compliance function, including managing outside legal service providers and internal legal and compliance personnel. He is involved in the legal structuring and implementation of new strategies and products, as well as the governance and administration of regulatory compliance functions, policies, and procedures.
Thomas joined Boyd Watterson in January of 2016 and played an integral role in the establishment and growth of the internal Legal department, as well as the expansion of compliance processes and practices, keeping pace with company growth and increasing regulatory demands. He has more than 25 years of law experience focusing on such areas as corporate and business law, investment adviser regulation, securities law, commercial real estate, government law, and public finance.
Job Titles:
- Portfolio Manager
- Executive Vice President, Portfolio Management / Washington, DC
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, and civic leaders, 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.
Job Titles:
- Assistant Vice President, Senior Staff Accountant
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, interest payments, and property expenditures. Additionally, Thoriq serves as the primary contact during the financial audit process.
Job Titles:
- Assistant
- Construction Manager
- Assistant Vice President, Assistant Construction Manager / Washington, DC
Tiffany Fischer is an Assistant Construction Manager on Boyd's Real Estate team. She is responsible, along with the Construction Managers, 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. Additionally, she works to ensure compliance with the Responsible Contractor policy, communicating with internal and external constituents.
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.
Job Titles:
- Research Analyst
- Research Analyst / Cleveland, OH
- Research Analyst for the Real Estate
Timothy D. Moroz is a Research Analyst for the Real Estate division, providing data-driven analysis and support. He assists the real estate team with acquisitions and hold/sell evaluation by performing risk analysis and providing market and agency research. Further, Tim provides regular high-level reporting on the current portfolio to assist in decision making.
Tim began his career at Boyd Watterson as an Intern with the Real Estate team in August 2019 before coming on board full time in November of the same year. He had previously interned for Ohio State Congressman David Joyce.
Job Titles:
- President, National Director of Sales and Marketing / Cleveland, OH
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.
Job Titles:
- Portfolio Manager
- Executive Vice President, Portfolio Management / Denver, CO
Timothy O. Horne is a Portfolio Manager in the real estate division and Head of the Denver, Colorado office. He is responsible for 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 in the market. Tim provides senior level support and guidance for the Colorado team, personifying and maintaining Boyd Watterson culture and values.
Job Titles:
- Data Analyst
- Data Analyst / Cleveland, OH
Ting-Yu Chiang is a Data Analyst whose design work on VBA macro models is used across the company by Fixed Income, Real Estate, and Research teams alike. Not only does it aide with existing product performance and asset allocation studies, but it also provides the data and analysis necessary for new product development.
Ting-Yu began with the company in March 2020 building interactive dashboards that improved efficiency for monitoring market signals while streamlining the reporting process. She continues to provide financial market insights with the creation of data visualization techniques. Prior to her arrival at Boyd Watterson, she was a Data Analyst for Citibank in Taiwan with the main responsibilities of focusing on marketing analysis and customer retention.
Job Titles:
- Controller of Corporate Accounting
- Vice President, Controller, Corporate Accounting / Cleveland, OH
Tracy A. Taylor is the Controller of Corporate Accounting responsible for managing the finance and accounting functions of Boyd Watterson. She works closely with senior management to maintain the continued health and growth of the firm's financial position by regularly reviewing results, documenting trends, and providing suggestions for opportunities and solutions to risks.
Since joining Boyd in September of 2014, Tracy has collaborated with the IT department to improve financial reporting capabilities and ensure clear, concise reporting. Previously, she was employed as a Tax Associate for BDO USA, formally SS&G, where she focused on tax preparation and planning.
Job Titles:
- Vice President, Acquisitions / Denver, CO
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.
Job Titles:
- Coordinator
- Valuations Coordinator / Cleveland, OH
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.
Job Titles:
- Investment Program Coordinator / Cleveland, OH
As an Investment Program Coordinator, Vince Leibold aligns fund activities, working as a facilitator with internal and external professionals to ensure that all processes and deliverables are completed accurately and timely. Further, Vince is a key contact for investors, providing excellent service and delivering regular reporting as well as responses to inquiries.
Previously, Vince was a Senior Project Coordinator for the NORC at the University of Chicago, focusing on strategic program management of internal investments for the company.
Job Titles:
- Executive Vice President, Director of Assets / Cleveland, OH
William M. Barres serves as the Director of Assets for the real estate team providing strategic direction and managerial oversight of the Asset Management functions. Prior to joining the firm in 2022, William spent over 17 years with Sun Life Investment Management in a variety of roles, including his most recent as Managing Director, East Region for the Real Estate Department. William holds an MS in Real Estate Development from Massachusetts Institute of Technology and a BS in Marketing from Boston College.
Job Titles:
- Associate General Counsel
- Vice President, Associate General Counsel, Real Estate / Cleveland, OH
William W. Raiff is Associate General Counsel, focusing on providing effective legal guidance and support to the Company's real estate team. Some of his major responsibilities include the drafting and revision of all contracts and documents within the firm's Real Estate portfolio, fielding legal questions and coordinating answers and solutions, managing the queue process, and participating in new product development.
Prior to joining the Boyd Watterson team in October 2021, Bill was an Associate Attorney at Walter | Haverfield LLP where he specialized in real estate transactions, including commercial leasing as well as commercial acquisitions and dispositions.
Job Titles:
- Portfolio Manager
- Senior Vice President, Portfolio Management / Cleveland, OH
Zachary L. Segal is a Portfolio Manager for Boyd Watterson's real estate team, focusing on investment, product development, and strategic initiatives. Previously, 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 and markets. Zach also held real estate finance and 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. Zach graduated cum laude from Dartmouth College with a BA in English and holds an MBA from the Tuck School of Business at Dartmouth.