JP
James Plante
Assistant Vice President at Boyd Watterson Asset Management
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Work Experience
Nov 2020 - Present · 4 years and 1 months
Assistant Vice President
Jan 2024 - Present · 11 months
Investment Program Coordinator
Nov 2020 - Dec 2023 · 3 years and 1 months
Public Affairs Advisor
Dec 2018 - Nov 2020 · 1 years and 11 months
Company Details
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.
Year Founded
1928
Social Media
Linkedin
Industry
Investment Management
HQ Location
1301 E 9th St STE 2900 Cleveland, Ohio 44114, US
Keywords
Fixed IncomeReal EstateEquity
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Contact Details
  • Email AddressJ**@boydwatterson.com
    Reveal Email
  • Phone Number(xxx)xxx-xxxx
    Reveal Phone

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