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Ted Hellmuth

Ted Hellmuth

Senior Vice President Portfolio Strategist at Boyd Watterson Asset Management Llc/oh

Cleveland, OH , United States

About

Ted Hellmuth is Senior Vice President Portfolio Strategist at Boyd Watterson Asset Management in Cleveland, Ohio. In this role since 2002, he focuses on investment strategy for small institutions, retail investment platforms, and individual clients, providing tailored portfolio solutions and maintaining strong client relationships.

Hellmuth has built extensive expertise across multiple asset classes; his primary focus includes fixed income, real estate strategies, and multi-asset portfolios designed to maximize risk-adjusted returns for institutional and retail investors. His three decades of experience include previous roles as Co-Founder at Carnegie Capital Asset Management and Partner & Investment Officer at Roulston and Company, contributing to his broad perspective on asset allocation and investment management.

Hellmuth holds a Bachelor's degree in Business/Managerial Economics from Hillsdale College and is recognized for his deep industry knowledge and client-focused approach. Throughout his career, he has been known for developing optimal strategies, identifying investment opportunities, and driving strong performance for clients in the investment advisory sector.

Career History

OrganizationRoleDate RangeDetails
Boyd Watterson Asset ManagementSenior Vice President Portfolio StrategistMay 2002 to Present
Carnegie Capital Asset ManagementCo FounderJan 1991 to Jan 2002
One of the founders of the investment advisory practice at Carnegie Capital Asset Management, which today is approaching $1 billion in assets under management. Partnered with Charles Schwab and Compan...
Roulston and CompanyPartner Investment OfficerJan 1982 to Jan 1991
Served as partner at Roulston and Company, a Cleveland based institutional brokerage and money management firm. As an institutional trader, specialized in trading with large mutual funds and investmen...

Education

Hillsdale College

Bachelor's degree, Business/Managerial Economics

1970 1974

Hawken

Skills & Expertise

Microsoft Office
Customer Service
Microsoft Excel
Banking
Strategic Planning
Risk Management
Investments
Business Analysis
Project Management
PowerPoint
Business Strategy
Financial Modeling
Change Management
Process Improvement
New Business Development
Accounting

Others at Boyd Watterson Asset Management Llc/oh (9)

NameRoleLocation
Adam Thayer
Adam Thayer
Vice President, Portfolio ManagerDetroit, MI , United States
Brian Gevry
Brian Gevry
Chief Executive Officer and Chief Investment OfficerCleveland, OH , United States
G
Greg Oviatt
Executive Vice President, Senior Portfolio ManagerBloomfield Hills, MI , United States
Silas Campbell
Silas Campbell
Vice President Portfolio StrategistGolden, CO , United States
Steve Berhalter
Steve Berhalter
Vice President, Senior Data Management AnalystUnited States
Timothy Moroz
Timothy Moroz
Senior Research AnalystCleveland, OH , United States
Isaac Wang
Isaac Wang
Senior Research AnalystCleveland, OH , United States
Tom Cicotello
Tom Cicotello
Executive Vice President - Portfolio Management, Head of Washington, DC OfficeWashington, DC , United States
V
Vinamra Rai
Quantitative ResearcherCleveland, OH , United States