Adam Thayer
Vice President, Portfolio Manager at Boyd Watterson Asset Management Llc/oh
About
Adam Thayer, CFA, is Vice President and Portfolio Manager at Boyd Watterson Asset Management, based in Detroit, Michigan. In this role since November 2023, he manages client portfolios within the Fixed Income division, with specific responsibility for municipal securities as sector leader. His key duties include portfolio oversight, trade execution in municipal and equity securities, and ensuring portfolios align with client guidelines, aiming to achieve objectives and outperform benchmarks while mitigating risk.
Adam brings over two decades of experience in investment management, having previously served as Senior Portfolio Manager at INCORE / Victory Capital Management and Portfolio Manager at Munder Capital Management. His career focus has been on managing municipal bond portfolios, developing specialized expertise in municipal credit analysis and fixed income strategies for institutional clients.
He holds a Bachelor of Arts in Finance from Michigan State University and studied Finance at Birmingham City University. Recognized for his contributions in municipal bond investing, Adam leverages a deep understanding of fixed income markets to deliver tailored investment solutions for a diverse client base, including public funds and institutional investors.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Boyd Watterson Asset Management | Vice President, Portfolio Manager | Nov 2023 to Present | — |
| INCORE / Victory Capital Management | Senior Portfolio Manager | Jan 2012 to Aug 2023 | 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... |
| MUNDER CAPITAL MANAGEMENT | Portfolio Manager | Jan 2003 to Jan 2012 | 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 po... |
| MUNDER CAPITAL MANAGEMENT | Trading Assistant | Jan 2000 to Jan 2003 | 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 guidel... |
| American Express Financial Advisors | Financial Planning Analyst | Apr 1999 to Jun 2000 | Analyzed client financial information in order to create comprehensive plans, allowing our clients to achieve their financial goals within their individual risk tolerances. |
| Olde Discount Brokerage | Equity Trader | Jun 1998 to Dec 1998 | Worked in the company's equity trader trainee program while earning the Series 7, 63 and 55 licenses. |
Education
Michigan State University
Bachelor of Arts - BA, Finance
1994 — 1998
Birmingham City University
Finance, General
1996 — 1996
Skills & Expertise
Others at Boyd Watterson Asset Management Llc/oh (9)
| Name | Role | Location |
|---|---|---|
 | Chief Executive Officer and Chief Investment Officer | Cleveland, OH , United States |
G Greg Oviatt | Executive Vice President, Senior Portfolio Manager | Bloomfield Hills, MI , United States |
 | Vice President Portfolio Strategist | Golden, CO , United States |
 | Vice President, Senior Data Management Analyst | United States |
 | Senior Vice President Portfolio Strategist | Cleveland, OH , United States |
 | Senior Research Analyst | Cleveland, OH , United States |
 | Senior Research Analyst | Cleveland, OH , United States |
 | Executive Vice President - Portfolio Management, Head of Washington, DC Office | Washington, DC , United States |
V Vinamra Rai | Quantitative Researcher | Cleveland, OH , United States |