Career
Michael Bee has been Executive Vice President of Boyd Watterson Asset Management since March 2003. Michael Bee 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.
Bee’s firm profile describes client-facing work and portfolio management of the company’s equity assets.
- – present · 26 yearsCleveland, OH · Adviser representative · Firm CRD 107808
Credentials and registrations
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Ohio | Approved | 13 June 2000 |
| Texas | Approved | 19 November 2021 |
- Status
- Approved
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 17 April 1999 |
- Name
- Investment Company Products/Variable Contracts Representative Examination
Individual record
- Full name
- Michael Edward Bee
- CRD
- 3177645
- Office
- 1301 EAST NINTH STREET, SUITE 2900, Cleveland, OH 44114
- Firm bio
- boydwatterson.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Michael Bee work?
Michael Bee has been Executive Vice President of Boyd Watterson Asset Management, LLC since March 2003, and is a control person of the firm.
Is Michael Bee a financial advisor?
Yes. Michael Bee has a current investment-adviser registration in Ohio and Texas, through Boyd Watterson Asset Management since June 2000.
How many years of experience does Michael Bee have?
Michael Bee has 26 years in the financial industry, since June 2000, across 1 adviser firm.
What exams has Michael Bee passed?
Michael Bee passed the Series 6 in April 1999.
Where is Michael Bee based?
Michael Bee’s registered office is in Cleveland, OH.
Leadership at Boyd Watterson Asset Management
- 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
- James WalerExecutive Vice President/Chief Technology Officer
- Donald HaischGlobal Chief Financial Officer, Global Head of Human Resources
- Brian GevryCEO / Co-Chief Investment Officer