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.
Theodore Hellmuth | Senior Vice President, portfolio strategist
Theodore N. Hellmuth is a Portfolio Strategist for 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 36 years of industry experience.
Peter Franz, CFA, CFP | Vice President, ADVISOR CHANNEL, MIDWEST REGION
Peter R. Franz, CFA, CFP, 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 11 years industry experience.
Sean Glazier | Vice President, Regional Consultant
Sean P. Glazier is a member of the Advisor Channel Sales team. Prior to joining the firm, Sean served as a Financial Consultant at brokerage firms E*TRADE Financial and Fidelity Investments in Los Angeles, CA, where he focused on financial planning and wealth management for High Net Worth clients. He graduated from Ohio State University with a BS in Finance and holds an MBA from the University of Southern California. Sean has 12 years of industry experience.
Mara Georgouses | Vice President, Regional Consultant
Mara V. Georgouses is a member of the Advisor Channel Sales team. Prior to joining the firm, Mara spent four years as a Client Advisor at JPMorgan Asset Management and three years at Morningstar where she worked as a consultant for their Institutional Business. Mara has earned a BA in both Economics and French from the University of Michigan in Ann Arbor and holds the Series 7, 63 and 66 licenses. Mara has over 7 years of industry experience.
James Wineland, CIMA, AIF | Internal Sales Manager, Advisor Channel
James M. Wineland, CIMA, AIF, is a member of the Advisor Channel Sales team. Prior to joining the firm, James served as an Internal Sales Consultant with PNC Capital Advisors. He holds a CIMA designation, AIF designation and received his BS in Finance from Ashland University. James has 7 years of industry experience.
Heather Westfall | senior marketing specialist
Heather R. Westfall is a Senior Marketing Specialist focusing on retail sales development. Heather joined Boyd Watterson Asset Management in 2011. Heather holds a BA in Organizational Communication with a Marketing Minor from Kent State University and an MBA from Baldwin Wallace University. Heather has 6 years of industry experience.
ALI GERBINO | client service associate
Ali M. Gerbino is a Client Service Associate 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.