Steve Berhalter
Vice President, Senior Data Management Analyst at Boyd Watterson Asset Management Llc/oh
About
Steve Berhalter is currently Head of Quantitative Research at Boyd Watterson Asset Management, where he leads the quantitative research team in developing proprietary models to support the firm's investment strategies. In this role, he focuses on applying advanced data management and analytical techniques to enhance decision-making processes across Boyd Watterson’s fixed income and real asset portfolios.
With extensive experience in quantitative research and data analytics, Steve specializes in public fixed income and real assets, including sectors such as government bonds and real estate-backed securities. His expertise encompasses large-scale data integration, portfolio analytics, and the development of risk management tools to optimize asset allocation and performance within institutional portfolios.
Steve’s previous positions include Vice President, Senior Data Management Analyst at Boyd Watterson Asset Management, MBA Strategy Intern at PlayStation, and Financial Analyst II at MRI Software LLC. He holds an M.B.A. in Finance and Strategy from the University of Michigan’s Ross School of Business and a B.A. in English from John Carroll University, providing him with a versatile analytical and strategic background.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Boyd Watterson Asset Management | Vice President, Senior Data Management Analyst | May 2018 to Present | — |
| PlayStation | MBA Strategy Intern | May 2017 to Aug 2017 | Identified top territories for international expansion of PS Now service through in depth, technical market research, resulting in a global expansion initiative Researched and analyzed trends in subsc... |
| MRI Software LLC | Financial Analyst II | Sep 2015 to Aug 2016 | Built and maintained Fx rate model to track profitability in international markets, resulting in better international visibility Led budgeting and forecasting process of several departments by thoroug... |
| Caesars Entertainment Corporation | Financial Analyst | Jul 2014 to Jul 2015 | Created and maintained 5 year forecast for multiple casinos through careful evaluation of risks associated with Joint Venture Streamlined weekly revenue report by breaking out revenue by game type to ... |
| Jay Cashman, Inc. | Financial Associate | Aug 2013 to Dec 2014 | Assisted in negotiation of $45M financing deal for a wind-farm through interaction with numerous banks to aggregate useful information to present to CFO Implemented multiple cost saving projects that ... |
| JTD Logistics | Co Founder | Feb 2012 to Aug 2013 | Developed business strategy resulting in revenue growth of $216K in 2012 to $5M by 2016 Created comprehensive database of exotic/classic car dealers in the U.S., resulting in numerous transportation c... |
| Merrill Lynch | Investment Analyst | Dec 2010 to Feb 2012 | Analyzed equities through for various clients based on asset allocation, wealth outlook reports and risk tolerance to maximize potential ROI given the client's desired risk threshold Created multiple ... |
| PneuValue | Co Founder | Jun 2008 to Dec 2010 | Developed strategic business plan resulting in 203% revenue growth in 12 months Created comprehensive database of construction and air tool dealers in the United States, resulting in recurring revenue... |
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (M.B.A.), Finance, Strategy
2016 — 2018
John Carroll University
Bachelor of Arts (B.A.), English Language and Literature, Renaissance Drama
2004 — 2008
St. Xavier High School
2000 — 2004
Others at Boyd Watterson Asset Management Llc/oh (9)
| Name | Role | Location |
|---|---|---|
 | Vice President, Portfolio Manager | Detroit, MI , United States |
 | 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 |
 | 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 |