Brian A. Convery, CFA, is the Co-Chief Investment Officer of Boyd Watterson’s real estate division. Brian co-leads the investment process and discipline, developing investment philosophy, strategy, and procedures to ensure Boyd Watterson delivers investment results that meet client expectations while maintaining moderate levels of risk. He guides, alongside the CEO and other CIOs, the Macro and Investment Policy Committees, focusing on evaluating the broad investment market and guiding risk and return positioning. Brian is responsible for working with the Head of the real estate division to develop and implement long-term strategic and annual business plans, overseeing the investment initiatives. He also supervises the Research team, ensuring high-level strategic focus and performance.
Prior to joining Boyd Watterson in 2011, Brian had an extensive career highlighted by roles including a management consultant focusing on corporate strategy and an investment analyst specializing in high-yield bonds. His initial role with Boyd was Portfolio Manager of Credit research. His initiative and innovation quickly elevated his position to his current role, advising on strategic direction and facilitating new product development and execution. Within the real estate division, Brian serves as a portfolio manager and member of the Investment Committee. He was instrumental in the development and launch of the firm’s state and local government focused open-ended real estate fund and open-ended REIT product and is an integral part of new product development. He has also driven the development and growth of the Research and Data Lab, a facet of the company focusing on qualitative and quantitative decision making, which he now directs.