Jim Shirak
Investment Committee Member at Boyd Watterson Asset Management LLC
Profile
Mr. James R.
Shirak, CFA MBA, is an Executive Vice President at Boyd Watterson Asset Management LLC.
He contributes his expertise to the Fixed Income team by active engagement with key committees and generating specific investment ideas.
He stays current on market trends and provides insight to the Macro and Fixed Income Investment Policy committees.
He began his employment with Boyd Watterson in July of 2000.
His knowledge of the industry branches out, having previously served as the Founder and Principal of Sterling Asset Management, as well as the Head of Fixed Income at BP America, Inc. for its Pension Plan and Savings and Investment Plan.
He further served as the Director of Fixed Income for the Investment Centre, in addition to the Head of Fixed Income for the Pension Plan of Republic Steel and Lincoln National Corp.
He holds an MBA and a BA from Ohio University.
He is a member of CFA Society of Cleveland, CFA Institute, and is a past President of the Bond Club of Cleveland.
Jim Shirak active positions
| Companies | Position | Start |
|---|---|---|
Boyd Watterson Asset Management LLC
 Boyd Watterson Asset Management LLC Real Estate DevelopmentFinance Boyd Watterson Asset Management LLC (Boyd Watterson) is a registered investment advisor headquartered in Cleveland, Ohio. The firm was founded in 1928 and is a wholly-owned subsidiary of Boyd Watterson Holding Co., ultimately held by Boyd-TAMCO Holdings LLC. Boyd Watterson manages assets for individuals, businesses, pension plans, insurance companies, hedge funds, mutual funds and state and municipal government entities. | Investment Committee Member | 2000-06-30 |
Former positions of Jim Shirak
| Companies | Position | End |
|---|---|---|
Sterling Asset Management Co., Inc.
 Sterling Asset Management Co., Inc. Investment ManagersFinance Sterling Asset Management Co., Inc. provides investment advice. The private company is based in Menands, NY. The company was founded by Janie Lehman, John Edwin Burns. | Corporate Officer/Principal | - |
| LINCOLN NATIONAL CORPORATION | Chief Investment Officer | - |
BP America, Inc.
 BP America, Inc. Integrated OilEnergy Minerals BP America, Inc. transports crude oil and petroleum products. The company was founded in 1987 and is headquartered in Houston, TX. | Corporate Officer/Principal | - |
Training of Jim Shirak
| The Ohio University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| LINCOLN NATIONAL CORPORATION | Finance |
| Private companies | 3 |
|---|---|
BP America, Inc.
BP America, Inc. Integrated OilEnergy Minerals BP America, Inc. transports crude oil and petroleum products. The company was founded in 1987 and is headquartered in Houston, TX. | Energy Minerals |
Boyd Watterson Asset Management LLC
Boyd Watterson Asset Management LLC Real Estate DevelopmentFinance Boyd Watterson Asset Management LLC (Boyd Watterson) is a registered investment advisor headquartered in Cleveland, Ohio. The firm was founded in 1928 and is a wholly-owned subsidiary of Boyd Watterson Holding Co., ultimately held by Boyd-TAMCO Holdings LLC. Boyd Watterson manages assets for individuals, businesses, pension plans, insurance companies, hedge funds, mutual funds and state and municipal government entities. | Finance |
Sterling Asset Management Co., Inc.
Sterling Asset Management Co., Inc. Investment ManagersFinance Sterling Asset Management Co., Inc. provides investment advice. The private company is based in Menands, NY. The company was founded by Janie Lehman, John Edwin Burns. | Finance |
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