Legal 

Thomas Tom Tarantino Boyd Watterson

Thomas Tarantino | General Counsel, Chief COmpliance Officer

Thomas J. Tarantino is General Counsel and Chief Compliance Officer of Boyd Watterson Asset Management. Tom has practiced law for over 25 years in the areas of corporate and business law, investment adviser regulation, securities law, commercial real estate, government law, and public finance. Tom holds a JD from Cleveland-Marshall College of Law and a BA from Cleveland State University.  He is admitted to the Supreme Court of Ohio, the United States District Court, Northern District of Ohio and the United States Court of Appeals for the Sixth Circuit. Tom is also a member of the National Society of Compliance Professionals.

Taylor Rae Gevry Lawyer

Taylor Gevry | Associate General Counsel, Real estate

Taylor R. Gevry joined Boyd Watterson Asset Management in 2014. Taylor holds a BS from Wheaton College, an MBA from Cleveland State University, and a JD from Cleveland-Marshall College of Law where she graduated summa cum laude. Taylor is admitted to practice law in the state of Ohio. She is a member of the Cleveland Metropolitan Bar Association, the Ohio State Bar Association, and Beta Gamma Sigma International Business Honor Society. Taylor is currently enrolled in the CFA program.

Ruth Sweeney | Associate General Counsel, Assistant Compliance Officer

Ruth A. Sweeney joined Boyd Watterson Asset Management in 2017 as Associate General Counsel and Assistant Compliance Officer. Ruth holds a BS from University of Dayton and a JD from Cleveland-Marshall College of Law. She is admitted to practice law in the state of Ohio. She is a member of the Cleveland Metropolitan Bar Association and the Ohio State Bar Association.

Accounting

Patricia Patty Jamieson

Patty Jamieson | Chief Financial Officer

Patricia J. Jamieson is the Chief Financial Officer and a Director of Boyd Watterson Asset Management Company. Prior to joining Boyd Watterson in 2016, Patty Jamieson was with Keycorp until 2013, where she held various executive director positions that reported directly to the Chief Financial Officer since 1998. Patty currently serves on the board of directors of Centrus Energy Corp, a public company. She has also served on the board of Titanium Asset Management Company, which was then a public company. Patty holds a BS in Accounting from John Carroll University.

Kathleen Kathy Herrin

Kathleen Herrin | Senior Vice President, Controller

Kathy B. Herrin oversees accounting, finance, cash management and external audit functions for the real estate team. Prior to joining Boyd Watterson in 2010, Kathy was Vice President, Controller and Asset Manager for a boutique Chicago real estate investment firm.  As controller she was responsible for overseeing the accounting, reporting and forecasting for a $550 million real estate portfolio.  As Asset Manager she was responsible for monitoring the activities of third-party property management. In addition, Kathy spent ten years at ORIX Real Estate Equities as vice president in accounting and finance, where she worked in the areas of corporate and development accounting.  Lastly, Kathy spent seven years at LaSalle Partners as a portfolio controller, working on several large managed fund accounts. Kathy has a Bachelor of Science degree in accounting with a concentration in finance from the University of Illinois at Chicago.

Tracy Taylor

Tracy Taylor | Vice President, Controller, Corporate accounting

Tracy A. Taylor is a Vice President at Boyd Watterson focusing on corporate accounting. Tracy joined Boyd Watterson Asset Management in 2014. Prior to joining the firm, Tracy worked in public accounting focusing on personal and corporate taxation. Tracy holds an MSA from the University of Akron and a BBA from the University of Cincinnati.

Thoriq Hardian

THORIQ HARDIAN | SENIOR STAFF ACCOUNTANT

Thoriq A. Hardian serves as the Senior Staff Accountant for the real estate team. Prior to joining Boyd Watterson in September 2016, Thoriq worked at KeyBank as a Senior Fund Accountant and PNC Bank as a Senior Operation Specialist/Senior Fund Accountant for the Building Investment Trust (BIT). Thoriq holds a BA in Finance and a Master of Accountancy from Cleveland State University.

Abdul-Hak Ali

Abdul-Hak Ali | senior Staff accountant, corporate accounting

Abdul-Hak Ali is a Senior Staff Accountant at Boyd Watterson focusing on corporate accounting. Abdul joined Boyd Watterson Asset Management in 2015. Prior to joining the firm, Abdul worked at The Sherwin Williams Company as a Financial Associate. Abdul holds a BA from John Carroll University.

Human Resources

Susan Sue Simi

Susan Simi | Vice President, Human Resources

Susan J. Simi oversees all office management, payroll, benefit administration, and human resource functions for the firm. Susan joined Duff and Phelps, the predecessor to Boyd Watterson Asset Management, in 1979 and previously served as Controller, office manager and operations analyst. Susan holds a certificate in Human Resource Management from Baldwin Wallace College.

Operations

Teresa Burchfield

Teresa Burchfield | Executive Vice President, Director of Operations

Teresa J. Burchfield serves as Operations Manager, overseeing all operations functions. Teresa joined Duff & Phelps, predecessor to Boyd Watterson Asset Management, in 1987.  Prior to joining the firm, Teresa began her career within the Securities and Safekeeping Department at National City Bank in Cleveland. Teresa holds an MBA from Baldwin Wallace University and a BS from the University of Dayton.

Karen Ringler

Karen Ringler | Trade Support

Karen A. Ringler is a Trading Support Specialist. Prior to joining Boyd Watterson Asset Management in 2008, Karen was a trader at Clarion Capital Management and a Trading Assistant at Prescott Ball and Turban.

Sue Norman

Sue Norman | New Accounts, Trade Support

Sue Norman is a Trading Support Specialist. Sue joined Boyd Watterson Asset Management in 2006 as an Administrative Assistant and holds a certification in Secretarial Services. Prior to joining Boyd Watterson, Sue was the office manager for Spitzer Real Estate as well as the legal assistant to Spitzer Management’s legal counsel.  

Karen Wisner

Karen Wisner | operations Portfolio Administrator

Karen M. Wisner is an Operations Portfolio Administrator. She joined Duff and Phelps, predecessor to Boyd Watterson Asset Management, in 1990. Prior to joining the firm, Karen began her career in the Operations Department at Roulston & Company in Cleveland.

Mary Michelini

Mary Michelini | Performance Analyst

Mary M. Michelini serves as the Performance Analyst for the firm. She joined Duff & Phelps, predecessor to Boyd Watterson Asset Management, in 1997.  

Kaman Tam | Operations Portfolio Administrator

Kaman Tam serves as an Operations Portfolio Administrator. Prior to joining Boyd Watterson, she served as a Trade Support Specialist at Key Bank. She holds an MBA from the University of Phoenix and a BS from the University of Akron.  

Information Technology

James Jim Waler

James Waler | Executive Vice President, Chief Technology Officer

James A. Waler is Chief Operations Officer and Chief Technology Officer. James joined Duff & Phelps, the predecessor of Boyd Watterson Asset Management, in 1990. Prior to joining the firm, James served as an analyst within the National Data Processing Center at Ernst & Young. James holds a BS from John Carroll University.

Joe Daneshmand

Joe Daneshmand | Vice President, System Analyst

Shojaeddin Joe Daneshmand is a Senior Programmer and Systems Analyst. Joe joined Duff & Phelps, the predecessor of Boyd Watterson Asset Management, in 1997 as a Programmer Analyst. Joe holds an MS from The Ohio State University and a BS from Western Michigan University.

sam-watson

Sam Watson | Programmer and System Analyst

Sam E. Watson is a Programmer and System Analyst. Prior to joining Boyd Watterson in 2016, he developed independent software and did contractual work for large internet search and social media companies. He is a graduate of Cleveland's Tech Elevator and holds bachelor’s degrees in economics and anthropology from Kent State University.

Kent Koeth | Network Administrator

Kent A. Koeth is a Network Administrator.  Kent joined Boyd Watterson Asset Management in 2017. He holds a BBA in Information Systems from Cleveland State University.

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Joe Naylor | Programmer and System Analyst

Joe L. Naylor is a Programmer and System Analyst. Prior to joining Boyd Watterson in 2017, he was a Software Engineer in the material handling systems industry. Joe holds a BS in Business Administration from the University of Nebraska at Omaha and a BS in Computer Science from Truman State University. 

Administrative 

Renee Copsey

Renee Copsey | executive assistant

Renee C. Copsey serves as the Executive Assistant to the Chief Executive Officer (CEO) along with several additional executives at the firm. Renee joined Boyd Watterson Asset Management in 2015. Her responsibilities include administrative support, office management, and client relations.

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ALI GERBINO | client service associate

Ali M. Gerbino is a Client Service Associate. 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.

Cynthia Turnbow

Cynthia Turnbow | Administrative Assistant 

Cynthia L. Turnbow works in administration for the real estate team. Prior to joining Boyd Watterson in 2015, Cynthia served as the Investor Relations Specialist and Internal Wholesaler at a boutique Real Estate investment firm for four years. She also worked at FPL Advisory Group for 11 years as the Receptionist/Accounts Payable Assistant.


Sarah Wachtman | Receptionist / Administrative Assistant

Sarah I. Wachtman is a Receptionist / Administrative Assistant.  Prior to joining Boyd Watterson in 2018, she was an Administrative Assistant in the retail service industry.  Sarah holds a Bachelor’s Degree in Education from The University of Akron.