Legal 

Thomas Tom Tarantino Boyd Watterson

Thomas J. 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.  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 and the National Association of Bond Lawyers.

Taylor Rae Gevry Lawyer

Taylor Gevry | Associate General Counsel- Real estate

Taylor joined Boyd Watterson Asset Management in 2014 as a Government Real Estate Research Intern.  Taylor holds a BS from Wheaton College 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 and the Ohio State Bar Association. Taylor currently attends Cleveland State University working towards her MBA.

 

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 BWAM in 2016, Patty Jamieson was with Keycorp (“Key”) until 2013, where she held various Executive Director positions, reporting directly to the Chief Financial Officer since 1998. She 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.

Tracy Taylor

Tracy Taylor | Assistant Vice President, Controller

Tracy Taylor is an Assistant Vice President at Boyd Watterson focusing on corporate finance. 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. Tracy has 5 years of industry experience.

Abdul-Hak Ali

Abdul-Hak Ali | Staff accountant

Abdul-Hak Ali is a 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 B.A. from John Carroll University. Abdul has 2 years of industry experience.

Thoriq Hardian

THORIQ A. HARDIAN | SENIOR STAFF ACCOUNTANT

Thoriq 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. He also worked at PNC Bank as a Senior Operation Specialist/Senior Fund Accountant for the Building Investment Trust. Thoriq holds a BA in Finance and a Master of Accountancy from Cleveland State University. Thoriq has 8 years of industry experience. 

Kathleen Kathy Herrin

Kathleen Herrin | Senior Vice President, Controller

Kathy oversees accounting, finance, cash management and external audit functions for the real estate area. 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 $550MM 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.  There she worked in the areas of corporate and development accounting.  Lastly she spent seven years at LaSalle Partners as a Portfolio Controller working on several large managed fund accounts. Ms. Herrin has a Bachelor of Science degree in Accounting with a concentration in Finance from the University of Illinois at Chicago. Kathy has 28 years of real estate industry experience.

Angelica Rocuant

Angelica Rocuant | Portfolio Accountant

Angelica Rocuant is the portfolio accountant for the real estate team. Prior to joining Boyd Watterson Asset Management in December 2014, Angelica worked for many years at Hispanic Housing Development Corporation where she was promoted to senior property accountant. Angelica began her career at Millbrook Properties, where she worked closely with the real estate and development teams as well as with tenants. Angelica has been employed by other real estate firms including, Jones Lang LaSalle, NAI Hiffman, and General Growth Properties. Ms. Rocuant has a B.S. in Accounting from Northeastern Illinois University. Angelica has 14 years of industry experience.

Operations

Teresa Burchfield

Teresa Burchfield | Executive Vice President, Director of Operations

Teresa J. Burchfield serves as Operations Manager, overseeing all operations and administrative personnel and functions. Teresa joined Duff & Phelps, predecessor to Boyd Watterson Asset Management, in 1987 after beginning her career within the Securities and Safekeeping Department at National City Bank in Cleveland. Teresa holds an MBA from Baldwin Wallace College and a B.S. from the University of Dayton. Teresa has 34 years of industry experience.

Susan Sue Simi

Susan Simi | Vice President, Human Resources

Susan J. Simi serves as Controller, overseeing all office management, accounting, and human resource functions for the firm. Susan joined Duff and Phelps, the predecessor to Boyd Watterson Asset Management, in 1979 and has held the positions of Office Manager and Operations Analyst. Susan holds a certificate in Human Resource Management from Baldwin Wallace College. Susan has 36 years of industry experience.

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. Karen has 38 years of industry experience.

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.  Sue has 9 years of industry experience.

Karen Wisner

Karen Wisner | Portfolio Administrator

Karen M. Wisner is an Operations Analyst. 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. She has more than 30 years of experience in the investment industry. Karen has 33 years of industry experience.

Mary Michelini

Mary Michelini | Performance Analyst

Mary M. Michelini serves as Performance Specialist for the firm. She joined Duff & Phelps, predecessor to Boyd Watterson Asset Management, in 1997.  Mary has 29 years of industry experience.

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. James has 25 years of industry experience.

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. Joe has 18 years of industry experience.

Anthony Sansalone

Anthony Sansalone | Network administrator

Anthony Sansalone serves as a Network Administrator. Anthony joined Boyd Watterson Asset Management in 2015 and holds a BA from Cleveland State University.

Administrative 

Renee Copsey

Renee Copsey | Administrative Assistant 

Renee Copsey is an Administrative Assistant. Renee joined Boyd Watterson Asset Management in 2015. She has over 15 years of experience in the Administrative field.

Cynthia Turnbow

Cynthia Turnbow | Administrative Assistant 

Cynthia 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 TSG Real Estate for four years. She also worked at FPL Advisory Group for 11 years as the Receptionist/Administrative Assistant. Ms. Turnbow holds a Series 6 and Series 63. Cynthia has 20 years of industry experience.

Shannon Strodtbeck

Shannon Strodtbeck | Administrative Assistant

Shannon serves as an administrative assistant. Prior to joining Boyd Watterson Asset Management in 2016, Shannon worked as a receptionist at a local non-profit. Shannon holds a Bachelor of Business Administration from Kent State University.