Mon - Fri 8:00am-4:45pm (216) 771-3450
Mon - Fri 8:00am-4:45pm (216) 771-3450

Brian Convery, CFA

Brian Convery, CFA

Position: Executive Vice President, Co-Chief Investment Officer
Categories: Fixed Income Investment, Management, Management Committee, Real Estate Investment
Location: Our Team

Brian A. Convery, CFA, is the Co-Chief Investment Officer of Boyd Watterson. Together with the Chief Executive Officer, Brian is responsible for guiding the investment process and developing investment philosophy and procedures to ensure Boyd Watterson delivers investment results that meet client expectations while maintaining moderate levels of risk. He leads, alongside the CEO, the Macro and Investment Policy Committees, focusing on evaluating the broad investment market and guiding risk and return positioning.

Prior to joining Boyd Watterson in 2011, Brian had an extensive career highlighted by roles including management consultant focusing on corporate strategy, and investment analyst specializing in high-yield bonds. His initial role with Boyd was Portfolio Manager of Credit research and his initiative and innovation quickly elevated his position to his current role, advising on strategic direction and facilitating new product development and execution. He serves as the primary portfolio manager of Boyd Watterson’s second private open-end real estate fund, which he assisted launching in 2018, 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.

  • MBA from Georgetown University
  • BA from the University of Dayton
  • CFA Charter Holder
  • Member of the CFA Institute
  • Member of the CFA Society of Cleveland