Insights

Recent Expansion Boyd Watterson Asset Management has been actively expanding its portfolio by investing in various assets across different locations, including clinics, office buildings, and real estate properties. This expansion signifies potential sales opportunities for companies involved in property development, asset management, and real estate services.

Industry Recognition Being recognized as No. 42 on the 2024 CNBC Financial Advisor 100 list highlights Boyd Watterson's credibility and success in the investment management industry. Leveraging this industry recognition can open doors to partnership opportunities with other financial institutions, high-net-worth individuals, and corporations seeking reputable asset managers.

Key Personnel Appointment The recent appointment of Don Haisch as Global Chief Financial Officer brings fresh leadership to Boyd Watterson. This leadership change presents an opportunity for financial service providers, consultancy firms, and technology vendors to engage with the organization and potentially offer services tailored to support the new CFO in driving financial strategies.

Tech Stack Utilization Boyd Watterson employs various tech tools such as jQuery, Python, and Google Maps in its operations. Companies specializing in tech solutions, software development, and data analytics can explore collaboration opportunities to enhance Boyd Watterson's technological capabilities and provide innovative solutions to optimize their investment management processes.

Market Trends Alignment With a focus on managing money and superior client service, Boyd Watterson aligns well with the current trend of personalized financial services. Tailored financial solution providers, fintech startups, and customer relationship management firms can leverage this alignment to tailor offerings that resonate with Boyd Watterson's client-centric approach, potentially leading to valuable partnerships and sales opportunities.

Boyd Watterson Asset Management Tech Stack

Boyd Watterson Asset Management uses 8 technology products and services including jQuery, Lodash, Choices, and more. Explore Boyd Watterson Asset Management's tech stack below.

  • jQuery
    Javascript Libraries
  • Lodash
    Javascript Libraries
  • Choices
    Javascript Libraries
  • Swiper
    Javascript Libraries
  • Google Maps
    Maps
  • Python
    Programming Languages
  • Yoast SEO
    Search Engines
  • Ionicons
    Web Fonts

Media & News

Boyd Watterson Asset Management's Email Address Formats

Boyd Watterson Asset Management uses at least 1 format(s):
Boyd Watterson Asset Management Email FormatsExamplePercentage
FLast@boydwatterson.comJDoe@boydwatterson.com
97%
Last.F@boydwatterson.comDoe.J@boydwatterson.com
2%
FirstLast@boydwatterson.comJohnDoe@boydwatterson.com
1%

Frequently Asked Questions

Where is Boyd Watterson Asset Management's headquarters located?

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Boyd Watterson Asset Management's main headquarters is located at 1301 E 9th St, STE 2900 Cleveland, Ohio 44114, US. The company has employees across 2 continents, including North AmericaEurope.

What is Boyd Watterson Asset Management's phone number?

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You can contact Boyd Watterson Asset Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Boyd Watterson Asset Management's stock symbol?

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Boyd Watterson Asset Management is a publicly traded company; the company's stock symbol is N/A.

What is Boyd Watterson Asset Management's official website and social media links?

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Boyd Watterson Asset Management's official website is boydwatterson.com and has social profiles on LinkedIn.

How much revenue does Boyd Watterson Asset Management generate?

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As of June 2025, Boyd Watterson Asset Management's annual revenue reached $35M.

What is Boyd Watterson Asset Management's SIC code NAICS code?

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Boyd Watterson Asset Management's SIC code is 6722 - Management Investment Offices, Open-End NAICS code is 523920 - Portfolio Management.

How many employees does Boyd Watterson Asset Management have currently?

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As of June 2025, Boyd Watterson Asset Management has approximately 133 employees across 2 continents, including North AmericaEurope. Key team members include Chief Executive Officer And Chief Investment Officer: B. G.Chief Strategy Officer Managing Director: A. I.Vice President Asset Management: D. O.. Explore Boyd Watterson Asset Management's employee directory with LeadIQ.

What industry does Boyd Watterson Asset Management belong to?

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Boyd Watterson Asset Management operates in the Investment Management industry.

What technology does Boyd Watterson Asset Management use?

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Boyd Watterson Asset Management's tech stack includes jQueryLodashChoicesSwiperGoogle MapsPythonYoast SEOIonicons.

What is Boyd Watterson Asset Management's email format?

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Boyd Watterson Asset Management's email format typically follows the pattern of . Find more Boyd Watterson Asset Management email formats with LeadIQ.

When was Boyd Watterson Asset Management founded?

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Boyd Watterson Asset Management was founded in 1928.
Boyd Watterson Asset Management

Boyd Watterson Asset Management

Investment ManagementUnited States51-200 Employees

Boyd Watterson Asset Management is an employee-owned firm that traces its roots to 1928.  For more than 85 years, we have successfully managed a broad range of portfolios for both institutions and individuals. Our team members rely on a collective wisdom borne from decades of experience to navigate portfolios through challenging and diverse market cycles and economic environments.

Our focus is on the management of money and a dedication to superior client service. We offer the unique benefits of a boutique firm but with the resources usually attributable to much larger asset management firms. Stability in our investment beliefs, our people, and our client relationships are the hallmarks of our organization.

Section iconCompany Overview

Headquarters
1301 E 9th St, STE 2900 Cleveland, Ohio 44114, US
Phone number
SIC Code
6722 - Management Investment Offices, Open-End
Stock Symbol
N/A
NAICS Code
523920 - Portfolio Management
Founded
1928
Employees
51-200

Section iconFunding & Financials

  • $10M$50M

    Boyd Watterson Asset Management's revenue is in the range of $10M$50M

Section iconFunding & Financials

  • $10M$50M

    Boyd Watterson Asset Management's revenue is in the range of $10M$50M

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