Luke Simmons

Operations Analyst at Boyd Watterson Asset Management

Luke Simmons is an experienced operations analyst at Boyd Watterson Asset Management since June 2022, with a background in operations and business development. Prior roles include operations associate II at Equity Trust Company and business development representative at DealRoom, where responsibilities included identifying key prospects, conducting outbound calls, and qualifying new business opportunities. Luke also served as a business development executive at BlueGrace Logistics, enhancing client relations through tailored transportation solutions. Earlier experiences include an internship at Bobby Rahal Automotive Group, where client communications and record management were key duties, and various lifeguard positions. Luke holds a Bachelor of Science in Business Administration and Management from Westminster College.

Location

Cleveland, United States

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Boyd Watterson Asset Management

Boyd Watterson Asset Management is an employee-owned firm that traces its roots to 1928. For more than 85 years, we have successfully managed a broad range of portfolios for both institutions and individuals. Our team members rely on a collective wisdom borne from decades of experience to navigate portfolios through challenging and diverse market cycles and economic environments. Our focus is on the management of money and a dedication to superior client service. We offer the unique benefits of a boutique firm but with the resources usually attributable to much larger asset management firms. Stability in our investment beliefs, our people, and our client relationships are the hallmarks of our organization.


Employees

51-200

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