Each of Brian A. Convery, CFA, portfolio manager of the Adviser, David M. Dirk, CFA, co-Director of Fixed Income for the Adviser and Brian L. Gevry, CFA, CEO and Chief Investment Officer of the Adviser, has served the Fund as its Portfolio Manager since it commenced operations in June 2013; and Michael Krushena, CFA, portfolio manager of the Adviser, has served the Fund as its Portfolio Manager since July 2017.
Brian Convery, CFA | Executive Vice President, Deputy Chief Investment Officer, Boyd Watterson
Brian A. Convery, CFA, is the Deputy CIO of Boyd Watterson, responsible with the CIO for developing and overseeing investment strategies for the company. He is the primary portfolio manager for Boyd Watterson’s private state government fund and a member of the Real Estate Investment Committee. In addition, Brian manages the company’s research and quantitative teams. Brian joined Boyd Watterson Asset Management in 2011. Prior to joining the company, Brian was a senior investment analyst with Key Private Bank in Cleveland. Previously, he was a partner at WR Huff Asset Management. Brian has also served as a management consultant with Deloitte Touche Tohmatsu Ltd. Brian holds a CFA Charter from CFA Institute, an MBA from Georgetown University, and a BA from the University of Dayton. He is a member of the CFA Society of Cleveland and CFA Institute.
David Dirk, CFA | Executive Vice President, Director of portfolio management and trading
David M. Dirk, CFA, is Director of Portfolio Management and Trading. David joined Duff & Phelps Investment Management Co., predecessor to Boyd Watterson, in 1996. David holds a CFA Charter from CFA Institute, an MBA from Case Western Reserve University, and a BA from Baldwin Wallace University. He is also a member of the CFA Society of Cleveland and CFA Institute.
Brian Gevry, CFA | Chief executive Officer, Chief Investment OfFicer
Brian L. Gevry, CFA, is CEO and CIO of Boyd Watterson Asset Management, LLC, responsible for the strategic leadership of the firm and the oversight of the firm’s investment processes and committees. Brian also serves as Chairman of the Real Estate Investment Committee. Prior to his role as CEO, Brian served as Boyd Watterson’s chief operating officer from 2000–2006. Previous leadership roles with the firm include executive vice president and member of the Operating Committee of Duff & Phelps Investment Management Co., Boyd Watterson’s predecessor firm. Brian also held positions as a fixed income portfolio manager and senior strategist on the Conservative Value Equity and Fixed Income committees. Brian began his career with the firm in 1991. Brian holds a CFA Charter from CFA Institute, an MBA from Case Western Reserve University, and a BA from Cleveland State University. He is a member of CFA Society Cleveland and of CFA Institute.
Michael Krushena, CFA | Executive Vice President, director of corporate credit
Michael J. Krushena, CFA, is a Director of Corporate Credit focusing on the high yield and securitized sectors. Prior to joining Boyd Watterson Asset Management in 2017, Michael was the deputy chief investment officer for the Retirement Systems of the City of Detroit. Earlier in his career, Michael served as a senior portfolio manager with Ambassador Capital Management and Munder Capital Management. At both institutions, Michael was a member of the Corporate Credit Strategy team and traded the corporate and asset-backed sectors. He also managed Munder Capital Management’s Enhanced Core institutional composite and the Munder Bond Fund. Michael started his investment career with First Chicago Capital Markets in 1995. Michael holds a CFA Charter from CFA Institute, an MBA from the University of Michigan, and a BA from the University of Michigan. He is also a member of the CFA Society of Detroit and the CFA Institute.