Advisor Channel

 

patrick prato | executive vice president, head of distribution

Patrick J. Prato serves as Head of Advisor Channel distribution and is responsible for overseeing fixed income sales and marketing for the Advisor Channel. Patrick joined Boyd Watterson in 2017. Prior to joining the firm, Patrick worked for Emerald Asset Management where he was Senior Vice President, Director of Business Development. Patrick has more than twenty years of experience in sales, marketing initiatives, product development, and platform distribution within the RIA, family office, consultant, intermediary, and broker-dealer channels. Patrick has 25 years of industry experience.


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Greg Cobb | PORTFOLIO STRATEGIES AND SOLUTIONS, southeast region

Gregory H. Cobb is a member of the Advisor Channel Sales team. Prior to the integration in 2010 of Sovereign Advisors into Boyd Watterson, Greg served as Sovereign’s CIO and director of portfolio management. Previously, he held the position of senior portfolio manager at TradeStreet Investment Associates and Trusco Capital Management (SunTrust). Greg holds a BA from the University of North Carolina at Chapel Hill, where he pursued doctoral studies in economics and finance. Greg is a member of the CFA Institute, a member and former board member of the CFA Society of North Carolina, a member of the World Affairs Council of Charlotte, and a current board member of the NABE Charlotte Economics Club. Greg has 28 years of industry experience.

Theodore Ted Hellmuth Boyd Watterson

Theodore Hellmuth | Senior Vice President, advisor Channel, CENTRAL Region

Theodore N. Hellmuth is a member of the Advisor Channel Sales team. Ted joined Boyd Watterson Asset Management in 2002. Prior to joining the firm, Ted held the positions of investment officer at Carnegie Asset Management Co. and partner at Roulston & Company. Ted holds a BS from Hillsdale College. Ted has 33 years of industry experience.

Peter Franz, CFA | Vice President, ADVISOR CHANNEL, MIDWEST REGION

Peter R. Franz, CFA is a member of the Advisor Channel Sales team. Prior to joining the firm, Pete served as chief investment officer and advisor at private wealth firms, Beacon Financial Partners and Cedar Brook Financial Partners. Pete is a member of CFA Society of Cleveland and CFA Institute. He holds a CFA Charter and received his BS in Political Science from Wittenberg University.  Pete has 9 years industry experience.

Grant Glaser Boyd Watterson

Grant Glaser | Vice President, advisor Channel, Mid-Atlantic Region

Grant T. Glaser is a member of the Advisor Channel Sales team. Grant joined Boyd Watterson Asset Management as an Internal Sales Consultant in 2008. Prior to joining the firm, Grant served as an internal sales consultant at Evergreen Investments. Grant holds a BS in Finance from the University of North Carolina at Charlotte. Grant has 10 years of industry experience.

Heather Westfall Boyd Watterson

Heather Westfall | Retail Client Service Administrator, advisor channel

Heather R. Westfall is a Client Service Administrator focusing on retail sales development. Heather joined Boyd Watterson Asset Management in 2011 and holds a BA from Kent State University. Heather is currently pursuing her MBA at Baldwin Wallace University. Heather has 6 years of industry experience.

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ALI GERBINO | ADMINISTRATIVE ASSISTANT, advisor channel

Ali M. Gerbino is an Administrative Assistant for the Advisor Channel. Prior to joining Boyd Watterson Asset Management in 2017, Ali held various management positions within Nordstrom’s Cleveland store.  Ali holds a BS in Retail Merchandising and Fashion Product Development with a Business Minor from The Ohio University.