Vice President, Portfolio Manager
Current
Nov 2023 - Present
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Adam Thayer, Cfa Email & Phone Number
Vice President, Portfolio Manager at Boyd Watterson Asset Management
at
Boyd Watterson Asset Management
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✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Vice President, Portfolio Manager at Boyd Watterson Asset Management
Location
Detroit Metropolitan Area, United States, United States
Company size
Who is Adam Thayer, Cfa? Overview
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Quick answer
Adam Thayer, Cfa is listed as Vice President, Portfolio Manager at Boyd Watterson Asset Management at Boyd Watterson Asset Management, a company with 96 employees, based in Detroit Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Adam Thayer, Cfa.
Adam Thayer, Cfa previously worked as Vice President, Portfolio Manager at Boyd Watterson Asset Management and Senior Portfolio Manager at Incore / Victory Capital Management. Adam Thayer, Cfa holds Bachelor Of Arts - Ba, Finance from Michigan State University.
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Email format at Boyd Watterson Asset Management
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Boyd Watterson Asset Management
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Profile bio
About Adam Thayer, Cfa
With over 20 years in Fixed Income Asset Management, I have broad experience across various sectors of the market and a demonstrated history of investment knowledge and success in the financial services industry. Sector focus has included Municipal Bonds, Mortgage Backed Securities and derivatives, while responsibilities have included trading, key-rate duration management, hedging strategies, credit risk monitoring and liquidity management.
Current workplace
Adam Thayer, Cfa's current company
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Boyd Watterson Asset Management
6 roles · 26 years
Adam Thayer, Cfa work experience
A career timeline built from the work history available for this profile.
Senior Portfolio Manager
Incore / Victory Capital Management
Responsibilities include trading, hedging, and monitoring MBS positioning across multiple strategies, including mutual funds and SMAs, with a focus on specified pools, Agency CMOs and TBA. As a voting member of the investment committee, I work to identify, quantify, and communicate risks throughout our portfolios and collaborate with other PMs to.
2012 - Aug 2023
Portfolio Manager
Munder Capital Management
Responsible for management of the Munder Tax-Free Money Market Fund, executing trades in short notes, TE CP, VRDNs, and Repo in accordance with rule 2a-7. Monitored cash flows, duration/yield-curve positioning, and credit exposure in our three municipal bond funds and dozens of SMAs, while actively trading and performing credit analysis and security.
2003 - 2012
~9 yrs
Trading Assistant
Munder Capital Management
Monitored asset allocations, durations, and cash flows for our SMAs, wrap accounts and funds totaling over $1 Billion in assets. Executed trades across Comerica Bank trust accounts within trust guidelines. Performed credit analysis, security selection and trading in both new issue and secondary markets, while maintaining relationships with over fifty.
2000 - 2003
~3 yrs
Financial Planning Analyst
American Express Financial Advisors
Analyzed client financial information in order to create comprehensive plans, allowing our clients to achieve their financial goals within their individual risk tolerances.
Apr 1999 - Jun 2000
Equity Trader
Worked in the company's equity trader trainee program while earning the Series 7, 63 and 55 licenses.
Jun 1998 - Dec 1998
Team & coworkers
Colleagues at Boyd Watterson Asset Management
Other employees you can reach at boydwatterson.com. View company contacts for 96 employees →
AH
Aidan Hubbell
Colleague at Boyd Watterson Asset Management
Cleveland, Ohio, United States, United States
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KR
Karen Ringler
Colleague at Boyd Watterson Asset Management
Cleveland, Ohio, United States, United States
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TC
Tom Cicotello
Colleague at Boyd Watterson Asset Management
Washington, District Of Columbia, United States, United States
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SF
Scott Ford
Colleague at Boyd Watterson Asset Management
Euclid, Ohio, United States, United States
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EH
Emmett Hanna
Colleague at Boyd Watterson Asset Management
United States, United States
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MV
Michael Vandenbossche, Cfa
Colleague at Boyd Watterson Asset Management
Birmingham, Michigan, United States, United States
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BJ
Brad Johnson
Colleague at Boyd Watterson Asset Management
Denver, Colorado, United States, United States
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VD
Vanessa Delano
Colleague at Boyd Watterson Asset Management
Lakewood, Ohio, United States, United States
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CB
Cori Boone
Colleague at Boyd Watterson Asset Management
Denver, Colorado, United States, United States
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SG
Sarah Gable (Wachtman)
Colleague at Boyd Watterson Asset Management
Napoleon, Ohio, United States, United States
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Aidan Hubbell
Colleague at Boyd Watterson Asset Management
Cleveland, Ohio, United States, United States
View →
KR
Karen Ringler
Colleague at Boyd Watterson Asset Management
Cleveland, Ohio, United States, United States
View →
TC
Tom Cicotello
Colleague at Boyd Watterson Asset Management
Washington, District Of Columbia, United States, United States
View →
SF
Scott Ford
Colleague at Boyd Watterson Asset Management
Euclid, Ohio, United States, United States
View →
EH
Emmett Hanna
Colleague at Boyd Watterson Asset Management
United States, United States
View →
MV
Michael Vandenbossche, Cfa
Colleague at Boyd Watterson Asset Management
Birmingham, Michigan, United States, United States
View →
BJ
Brad Johnson
Colleague at Boyd Watterson Asset Management
Denver, Colorado, United States, United States
View →
VD
Vanessa Delano
Colleague at Boyd Watterson Asset Management
Lakewood, Ohio, United States, United States
View →
CB
Cori Boone
Colleague at Boyd Watterson Asset Management
Denver, Colorado, United States, United States
View →
SG
Sarah Gable (Wachtman)
Colleague at Boyd Watterson Asset Management
Napoleon, Ohio, United States, United States
View →
2 education records
Adam Thayer, Cfa education
Bachelor Of Arts - Ba, Finance
Finance, General
FAQ
Frequently asked questions about Adam Thayer, Cfa
Quick answers generated from the profile data available on this page.
What company does Adam Thayer, Cfa work for?
Adam Thayer, Cfa works for Boyd Watterson Asset Management.
What is Adam Thayer, Cfa's role at Boyd Watterson Asset Management?
Adam Thayer, Cfa is listed as Vice President, Portfolio Manager at Boyd Watterson Asset Management at Boyd Watterson Asset Management.
Where is Adam Thayer, Cfa based?
Adam Thayer, Cfa is based in Detroit Metropolitan Area, United States, United States while working with Boyd Watterson Asset Management.
What companies has Adam Thayer, Cfa worked for?
Adam Thayer, Cfa has worked for Boyd Watterson Asset Management, Incore / Victory Capital Management, Munder Capital Management, American Express Financial Advisors, and Olde Discount Brokerage.
Who are Adam Thayer, Cfa's colleagues at Boyd Watterson Asset Management?
Adam Thayer, Cfa's colleagues at Boyd Watterson Asset Management include Aidan Hubbell, Karen Ringler, Tom Cicotello, Scott Ford, and Emmett Hanna.
How can I contact Adam Thayer, Cfa?
You can use AeroLeads to view verified contact signals for Adam Thayer, Cfa at Boyd Watterson Asset Management, including work email, phone, and LinkedIn data when available.
What schools did Adam Thayer, Cfa attend?
Adam Thayer, Cfa holds Bachelor Of Arts - Ba, Finance from Michigan State University.
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