Boyd Watterson Asset Management

Industry: Company

Description

Headquarters: Cleveland, OH Founded: 1928 Parent organization: Titanium Asset Management Corp

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Boyd Watterson Asset Management Employees

Employee
Years
Job
Industry
William Allen Spetrino, Jr. William Allen Spetrino, Jr. Hilton Head Island, South Carolina Details
William Allen Spetrino, Jr.'s Boyd Watterson Asset Management Experience August 2003 - March 2010
Job UBS Financial Services, Inc.
Industry Investment Management
Experience
UBS Financial Services, Inc.   May 2015 - Present
University of South Carolina Beaufort  January 2015 - Present
PNC Institutional Investments  February 2010 - September 2014
Boyd Watterson Asset Management   August 2003 - March 2010
Oppenheimer Funds Inc.  April 2000 - November 2002

Education
Wittenberg University   1975 — 1979
B.A., Double major: Business Administration/Economics

Cleveland State University   1984 — 1987
M.A. Economics, Economics

Colleen Hyland Colleen Hyland Chicago, Illinois Details
Colleen Hyland's Boyd Watterson Asset Management Experience May 2010 - August 2010
Job Senior Performance Analyst at Marquette Associates
Industry Financial Services
Experience
Marquette Associates  January 2015 - Present
Marquette Associates  August 2012 - December 2014
NATIONAL INVESTMENT SERVICES   March 2010 - August 2011
Boyd Watterson Asset Management   May 2010 - August 2010

Skills
Financial Analysis, Finance, Marketing, Research, Financial Modeling, Data Analysis, Microsoft Excel, Investments, Access, PowerPoint, Valuation, Microsoft Office, Microsoft Word, Asset Management, Economics, Salesforce.com, Customer Service, Outlook, Event Planning

Education
Quinlan School of Business, Loyola University Chicago   2014 — 2016
Master of Business Administration (M.B.A.)

Marquette University   2008 — 2012
Bachelor of Science Degree, Business Administration; Finance, Marketing

John Cabot University

University of Antwerp

Kevin Hopkins Kevin Hopkins Rocky River, Ohio Details
Kevin Hopkins's Boyd Watterson Asset Management Experience July 2012 - August 2012
Job Trauma Sales Representative at Stryker Three Rivers Orthopaedic & Spine Products Inc.
Industry Medical Devices
Experience
Stryker  April 2015 - Present
Stryker  July 2014 - March 2015
PNC  May 2013 - August 2013
Theta Chi Fraternity  January 2012 - January 2013
Boyd Watterson Asset Management   July 2012 - August 2012

Skills
Public Speaking, PowerPoint, Budgets, Microsoft Excel, Teamwork, Microsoft Office, Microsoft Word, Social Media, Recruiting, Time Management, Fundraising, Research, Management, Sales

Education
Miami University   2010 — 2014
Bachelor's degree, Business Administration and Management, General

St. Ignatius High School   2006 — 2010

Peter DeCapua Peter DeCapua Cleveland/Akron, Ohio Area Details
Peter DeCapua's Boyd Watterson Asset Management Experience June 2010 - September 2010
Job Director of Client Relations at LorkTech
Industry Business Supplies and Equipment
Experience
LorkTech   May 2011 - Present
Boyd Watterson Asset Management   June 2010 - September 2010

Skills
Cold Calling, Microsoft Word, PowerPoint, Start-ups, Customer Service, Event Planning, Marketing, Microsoft Excel, Microsoft Office, Sales, Selling, Leadership, Public Speaking, Management, Strategic Planning

Education
Cleveland State University
Bachelor, Business Administration with a concentration in Finance and Economics

Jinyan(Vivian) Yang Jinyan(Vivian) Yang Cleveland/Akron, Ohio Area Details
Jinyan(Vivian) Yang's Boyd Watterson Asset Management Experience November 2011 - December 2011
Job Check Fraud Analyst at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  January 2014 - Present
PNC  May 2013 - December 2013
JPMorgan Chase  October 2012 - February 2013
Victory Capital Management  March 2012 - July 2012
Boyd Watterson Asset Management   November 2011 - December 2011
Citi  June 2009 - March 2010

Skills
Banking, Financial Analysis, Financial Modeling, Risk Management, Compliance, Quantitative Analytics, Statistics, Credit Risk, Anti-Money Laundering, SAS Certificated..., Excel, Access, SQL, VBA, FRM Part I and Part II..., CFA Level III Candidate

Education
Case Western Reserve University - Weatherhead School of Management   2010 — 2011
Master of Science (MS), Finance, 3.54/4.0

East China University of Politics and Law   2006 — 2010
Bachelor's degree, Major in finance, Minor in Law, 3.56/4.0

Jeffrey Burke Jeffrey Burke Greater Denver Area Details
Jeffrey Burke's Boyd Watterson Asset Management Experience December 2012 - January 2013
Job Regional Director, The SpyGlass Group
Industry Management Consulting
Experience
The SpyGlass Group, LLC.   April 2015 - Present
The SpyGlass Group, LLC.   May 2014 - April 2015
Cleveland Browns  April 2013 - March 2014
Boyd Watterson Asset Management   December 2012 - January 2013
KeyBanc Capital Markets  May 2012 - August 2012
On Target Realty, Inc.   May 2011 - June 2011
Raw Talent Sports   January 2007 - June 2009

Skills
Microsoft Office, Sales, Coaching, Financial Analysis, Networking, Communication Skills, Finance, Customer Service, Budgets, Football, Mentoring, Corporate Finance, Selling, Public Speaking, Photography, Sales Process, Leadership

Education
Georgetown University - The McDonough School of Business   2009 — 2013
BS, Finance

St. Edward High School   2005 — 2009

Kris Jankowski Kris Jankowski Chicago, Illinois Details
Kris Jankowski's Boyd Watterson Asset Management Experience January 2015 - Present
Job Sr. Vice President Acquisitions at Boyd Watterson Asset Management
Industry Real Estate
Experience
Boyd Watterson Asset Management   January 2015 - Present
Boyd Watterson Asset Management   April 2014 - December 2014
Titanium Real Estate Advisors   September 2011 - March 2014
Whirlpool Corporation  August 2008 - August 2011
First Industrial Realty Trust, Inc  January 2007 - July 2008
First Industrial Realty Trust, Inc.   January 2004 - December 2006
First Industrial Realty Trust, Inc.   October 2001 - December 2003
First Industrial Realty Trust, Inc.   June 1999 - September 2001

Skills
Acquisitions, Investments, Asset Management, Property Disposition, Real Estate Due..., Contract Negotiation, Disposition

Education
Miami University   1995 — 1999
Bachelor of Science, Business Administration; Accounting

Jonathon Grassi Jonathon Grassi Cleveland/Akron, Ohio Area Details
Jonathon Grassi's Boyd Watterson Asset Management Experience 2005 - 2006
Job RIK Enterprises, LLC
Industry Venture Capital & Private Equity
Experience
RIK Enterprises, LLC   January 2013 - Present
Longbow Research  2007 - 2012
Piper Jaffray  2006 - 2007
Boyd Watterson Asset Management   2005 - 2006

Education
Case Western Reserve University - Weatherhead School of Management
MBA

Ohio University
Bachelor of Arts

Dave Horvath Dave Horvath Cleveland, Ohio Details
Dave Horvath's Boyd Watterson Asset Management Experience October 2009 - June 2011
Job Vice President at Aircraft Welding Inc
Industry Aviation & Aerospace
Experience
Aircraft Welding Inc.   March 2014 - Present
Mitsubishi UFJ Financial Group, Inc.   June 2011 - March 2014
Boyd Watterson Asset Management   October 2009 - June 2011
Victory Capital Management  August 2008 - September 2009

Skills
Fixed Income, Investments, Credit, Portfolio Management, Credit Analysis, Financial Services, High Yield, Financial Analysis, Asset Management, Financial Modeling, Asset Allocation, Hedge Funds, Valuation, Capital Markets

Education
Ohio Wesleyan University   2003 — 2007
B.A., Economics

Saint Ignatius High School   1999 — 2003
High School

Brian C. Larson Brian C. Larson Greater New York City Area Details
Brian C. Larson's Boyd Watterson Asset Management Experience January 2007 - Present
Job Senior Vice President, Boyd Watterson Asset Management
Industry Financial Services
Experience
Boyd Watterson Asset Management   January 2007 - Present
AXA Advisors  September 2000 - November 2006
Prudential Investments  September 1999 - November 2000
Prudential Financial  1998 - 2000
Morgan Stanley Investment Management  January 1997 - October 1999
Gruntal  1994 - 1996
WPLJ - 95.5 FM Radio   1991 - 1992
WPLJ - 95.5 FM Radio   1991 - 1992
WPLJ - 95.5 FM Radio   1991 - 1992

Skills
Investments, Asset Managment, Series 7, Fixed Income, Asset Management, Management, Investment Advisory, Investment Strategies, Funding, Insurance, Financial Services, Finance, Real Estate, Pensions, Bonds, Banking, Financial Advisory, Public Speaking

Education
Saint John's University   1990 — 1994

St. John's University   1990 — 1994

Deeds Kienker Deeds Kienker Charlotte, North Carolina Details
Deeds Kienker's Boyd Watterson Asset Management Experience January 2015 - Present
Job Assistant Vice President Fixed Income Research at Boyd Watterson Asset Management
Industry Investment Management
Experience
Boyd Watterson Asset Management   January 2015 - Present
Boyd Watterson Asset Management   January 2012 - December 2014
Tobin & Company Investment Banking Group LLC  July 2011 - December 2011
C.H. Robinson   June 2008 - July 2010

Education
University of North Carolina at Charlotte - Belk College of Business   2010 — 2011
MS, Economics

Clemson University   2004 — 2008
BS, Psychology

Nathan Wiggers, CFA Nathan Wiggers, CFA Cleveland/Akron, Ohio Area Details
Nathan Wiggers, CFA's Boyd Watterson Asset Management Experience December 2004 - January 2009
Job Owner at Nathaniel L Wiggers & Company, LLC
Industry Investment Management
Experience
Nathaniel L Wiggers & Company, LLC   June 2010 - Present
Boyd Watterson Asset Management   December 2004 - January 2009
Brandes Investment Partners  February 1999 - November 2004

Skills
Portfolio Management, Investment Strategies

Education
Miami University   1992 — 1996

David Dirk, CFA David Dirk, CFA Cleveland/Akron, Ohio Area Details
David Dirk, CFA's Boyd Watterson Asset Management Experience 2013 - Present
Job Executive Vice President / Director of Portfolio Management and Trading
Industry Investment Management
Experience
Boyd Watterson Asset Management   2013 - Present
Boyd Watterson Asset Management   2011 - 2013
Boyd Watterson Asset Management   2008 - 2011
Boyd Watterson Asset Management   2004 - 2008
Boyd Watterson Asset Management   2000 - 2004
Duff & Phelps Investment Management Co. (predecessor firm to Boyd Watterson)   November 1996 - 2000
Duff & Phelps Investment Management Co. (predecessor firm to Boyd Watterson)   August 1996 - November 1996

Skills
Fixed Income, Portfolio Management, Fixed Income Trading, Fixed Income Research, Investments, Mergers & Acquisitions, Trading, Asset Management, Asset Allocation, Fixed Income Analysis

Education
Weatherhead School of Management at Case Western Reserve University   1999 — 2002
MBA

Baldwin Wallace University   1992 — 1996

Chartered Financial Analyst

Muffie Tilden Muffie Tilden Cleveland/Akron, Ohio Area Details
Muffie Tilden's Boyd Watterson Asset Management Experience March 2010 - October 2011
Job Administrative Assistant at Boyd Watterson Asset Management
Industry Education Management
Experience
Boyd Watterson Asset Management   March 2010 - October 2011
McDonald Investments  1993 - 2007

Skills
Investments

Education
Baldwin Wallace University   1987 — 1989
Special Certification, Elementary Ed

Kent State University   1968 — 1974
BA, English - Education

Avon Lake High School   1964 — 1968
Diploma

Teresa Burchfield Teresa Burchfield Cleveland/Akron, Ohio Area Details
Teresa Burchfield's Boyd Watterson Asset Management Experience January 1987 - Present
Job Operations Manager at Boyd Watterson Asset Management
Industry Financial Services
Experience
Boyd Watterson Asset Management   January 1987 - Present

Education
Baldwin Wallace University   1993 — 1995
MBA

University of Dayton   1978 — 1982
B S, Management

Frank Edmonds Frank Edmonds Cleveland/Akron, Ohio Area Details
Frank Edmonds's Boyd Watterson Asset Management Experience June 2006 - August 2006
Job Investment Banking Analyst at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets  July 2011 - Present
Ball State University  July 2007 - November 2010
University Directories  May 2010 - August 2010
Boyd Watterson Asset Management   June 2006 - August 2006

Skills
Valuation, Financial Modeling, Excel

Education
Ball State University   2007 — 2011
Bachelor of Science, Finance

St. Edward High School

Ted Hellmuth Ted Hellmuth Cleveland/Akron, Ohio Area Details
Ted Hellmuth's Boyd Watterson Asset Management Experience May 2002 - Present
Job Managing Director and Senior VP at Boyd Watterson Asset Management
Industry Financial Services
Experience
Boyd Watterson Asset Management   May 2002 - Present
Roulston and Company   1982 - 1991

Skills
Microsoft Office, Customer Service, Microsoft Excel, Banking, Strategic Planning, Risk Management, Investments, Business Analysis, Project Management, PowerPoint, Business Strategy, Financial Modeling, Change Management, Process Improvement, New Business Development, Accounting

Education
Hillsdale College   1970 — 1974
Bachelor's degree, Business/Managerial Economics

Hawken

Effie Kadras Effie Kadras Cleveland/Akron, Ohio Area Details
Effie Kadras's Boyd Watterson Asset Management Experience 2001 - 2006
Job Billing Specialist North BSC
Industry Accounting
Experience
AIRGAS  March 2013 - Present
Ohio & Vicinity Carpenters' Fringe Benefit Funds   December 2006 - May 2012
Boyd Watterson Asset Management   2001 - 2006
Great Lakes Controls  1988 - 2001

Skills
Accounting, General Ledger, Invoicing, Accounts Payable, Accounts Receivable, Account Reconciliation, Bank Reconciliation, Financial Statements, Journal Entries, Budgets, Financial Analysis, Customer Service

Education
Cleveland State University
B.A, Marketing; Marketing

Andrew Preiser Andrew Preiser New York, New York Details
Andrew Preiser's Boyd Watterson Asset Management Experience May 2012 - August 2012
Job Investment Grade Syndicate Analyst at Citi
Industry Financial Services
Experience
Citi  June 2015 - Present
KeyBanc Capital Markets  May 2014 - August 2014
MarketAxess  May 2013 - August 2013
Boyd Watterson Asset Management   May 2012 - August 2012

Education
Swarthmore College   2011 — 2015
Bachelor of Science (BS), Economics

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