Career
James Waler has been Executive Vice President/Chief Technology Officer of Boyd Watterson Asset Management since January 2006. James Waler is a control person of the firm and directly owns under 5% of it.
Boyd Watterson Asset Management, LLC is a Cleveland, OH firm with $18.8B under management, 1,102 clients and 51 advisers across 9 offices, as of its March 2026 filing.
Waler’s firm profile describes his work on the company’s technology systems and his oversight of IT and operations.
The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.
Credentials and registrations
Individual registration and examination information for James Waler is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.
Officer record
- Full name
- James Waler
- CRD
- 4514932
- Record basis
- Form ADV officer listing
- Firm bio
- boydwatterson.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does James Waler work?
James Waler has been Executive Vice President/Chief Technology Officer of Boyd Watterson Asset Management, LLC since January 2006, and is a control person of the firm.
Leadership at Boyd Watterson Asset Management
- Michael BeeExecutive Vice President
- Brian ConveryExecutive Vice President/ Co-Chief Investment Officer
- Timothy HylandPresident, National Director of Sales and Marketing
- Christopher RiedExecutive Vice President, Chief Financial Officer
- Thomas TarantinoExecutive Vice President, Chief Operating Officer, Chief Legal Officer, Chief Compliance Officer
- Donald HaischGlobal Chief Financial Officer, Global Head of Human Resources
- Brian GevryCEO / Co-Chief Investment Officer