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 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 is currently pursuing an MBA at Cleveland State University.
Ruth Sweeney | Associate General Counsel, Assistant Compliance Officer
Ruth 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.
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 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.
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 | 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 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 held positions at KeyBank as a senior fund accountant and 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 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 $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. Kathy has 28 years of real estate industry experience.
Angelica Rocuant | Portfolio Accountant
Angelica Rocuant is the portfolio accountant for the real estate team. Prior to joining Boyd Watterson Asset Management, Angelica worked for many years at Hispanic Housing Development Corporation, where she ultimately served as senior property accountant. Angelica began her career at Millbrook Properties, working closely with the real estate and development teams as well as with tenants. Angelica has also held various positions at other real estate firms, including, Jones Lang LaSalle, NAI Hiffman, and General Growth Properties. Angela has a BS in accounting from Northeastern Illinois University. Angelica has 14 years of industry experience.
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 BS from the University of Dayton. Teresa has 34 years of industry experience.
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 previously served as 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 | 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 | 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 | 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. Karen has 33 years of industry experience.
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.
Kaman Tam | Operations Portfolio Administrator
Kaman Tam serves as part of the Operations Team as an Operations Portfolio Administrator. Prior to joining Boyd Watterson, she served as a trade support specialist at Key Bank. She holds a BS from the University of Akron and an MBA from the University of Phoenix. Kaman has 13 years of industry experience.
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 | 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.
Sam Watson | Programmer and System Analyst
Sam Watson is a Programmer and System Analyst. Sam joined Boyd Watterson Management in 2016. 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
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 | 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. Cynthia holds a Series 6 and Series 63. Cynthia has 20 years of industry experience.
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.
ALI GERBINO | ADMINISTRATIVE ASSISTANT
Ali M. Gerbino is an Administrative Assistant. 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.