Advisor Channel Team
patrick prato | executive vice president, head of Advisor Channel 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.
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 holds an MBA from the University of Southern California and a BS in Finance from The Ohio State University.
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.
James Wineland, CIMA, AIF | Vice President, Regional Consultant
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 BS in Finance from Ashland University.
Heather Westfall | assistant vice president, 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 an MBA from Baldwin Wallace University and a BA in Organizational Communication with a Marketing Minor from Kent State University.