![Joseph T. Stephens](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Mr. Stephens previously served 25 years at Ameritrust Co, which is now Key Corp, as a Vice President and Senior Portfolio Manager on employee benefit accounts.
Mr. Stephens received his BA from Colgate University, and his CFA from CFA Institute.
He is also a member and past President of the CFA Society of Cleveland and member of the CFA Instutite.
| Companies | Position | End |
|---|---|---|
Boyd Watterson Asset Management LLC
 Boyd Watterson Asset Management LLC Investment ManagersFinance Boyd Watterson manages client portfolios across a variety of fixed income and equity strategies. The firm’s fixed income investment philosophy is based on fundamental economic analysis, technical interest rate analysis, and credit research. They seek to identify undervalued securities in order to increase the yield of their portfolios and provide price appreciation. Boyd Watterson applies a top-down, bottom-up approach that blends quantitative screening and fundamental credit research to seek to achieve optimal risk/reward characteristics. Their equity investment philosophy is based on fundamental analysis, both at the macro-economic level and company-specific level. Their investment decisions are based on long-term projections of economic growth and earnings cycles. | Portfolio Manager-Equities | 2007-07-30 |
| KEYCORP | Corporate Officer/Principal | - |
Active
Inactive
Listed companies
Private companies
| Private companies | 3 |
|---|---|
KeyCorp
 KeyCorp Major BanksFinance Operates as a bank holding company whose subsidiary provides banking services | Finance |
Boyd Watterson Asset Management LLC
Boyd Watterson Asset Management LLC Investment ManagersFinance Boyd Watterson manages client portfolios across a variety of fixed income and equity strategies. The firm’s fixed income investment philosophy is based on fundamental economic analysis, technical interest rate analysis, and credit research. They seek to identify undervalued securities in order to increase the yield of their portfolios and provide price appreciation. Boyd Watterson applies a top-down, bottom-up approach that blends quantitative screening and fundamental credit research to seek to achieve optimal risk/reward characteristics. Their equity investment philosophy is based on fundamental analysis, both at the macro-economic level and company-specific level. Their investment decisions are based on long-term projections of economic growth and earnings cycles. | Finance |
Colgate University
 Colgate University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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