A Blend of Youth and Experience

Brian L. Gevry, CFA, is the Chief Executive Officer and Co-Chief Investment Officer of Boyd Watterson, responsible for the strategic leadership of the company and oversight of the company’s investment processes and committees. As CEO, he focuses on the development and execution of the firm’s vision, cultural values, goals, and strategies, allocating resources as necessary to meet client needs while achieving the long-term success of the organization. As Co-CIO, his focus is guiding the investment process, including developing investment philosophy and procedures to ensure Boyd Watterson delivers investment results that meet client expectations while maintaining moderate levels of risk.

Brian joined Boyd Watterson’s predecessor firm, Duff & Phelps Investment Management, in November of 1991. Prior to becoming CEO and CIO in 2006, Brian held various management positions including Chief Operating Officer and Deputy CIO. His approach to leadership reflects his personal philosophy which is centered around honesty and integrity. Brian has worked to shape the organization’s foundational culture, emphasizing inclusivity and transparency, to ensure all employees understand and demonstrate Boyd Watterson’s values and beliefs.

Additionally, Brian established the Strategic Management Process, through which he sets and oversees long-term company and line of business objectives. He has been instrumental in the company’s growth, more than doubling its size in a five-year period, including both assets under management and the number of employees. This growth accelerated in 2013 when BWAM established the real estate line of business and launched its first private open-end real estate fund. Company AUM, comprising fixed income, real estate, and equity strategies, has since been on a continual growth trajectory. Throughout his tenure as CIO, Brian has expanded Boyd Watterson’s national footprint, opening offices in Bloomfield Hills, MI, Washington, D.C., Tampa, FL, and most recently, Denver, CO, to join the already-established headquarters in Cleveland, OH, and office in Chicago, IL.

• MBA from Case Western Reserve University
• BA from Cleveland State University
• CFA Charter Holder
• Member of the CFA Institute
• Member of the CFA Society of Cleveland
• Chair of the Sisters of the Humility of Mary Investment Committee
• Chair of the Cleveland State University Foundation Investment Committee
• Member of the Schott Memorial Center Foundation, Inc.
• Member of the Open Door Christian Schools Board

Timothy M. Hyland is on the Committee of Managers for Boyd Watterson Asset Management and is President of the company. Additionally, Tim is the National Director of Sales, Marketing, and Client Service. He is responsible for setting the strategic direction of the Distribution and Marketing teams, formulating annual plans, and overseeing their implementation. It is through his passion for client service and determination to meet client expectations that he maintains and grows existing relationships with consultants and institutions and creates new relationships. Tim is also focused on monitoring market trends in order to provide insight in the development of marketing materials and new products.

Tim’s relationship with Boyd Watterson began in October of 1994 when he joined the predecessor firm Duff and Phelps Investment Management Co. as Executive Vice President and National Sales Manager. Under his leadership, the firm has significantly expanded relationships, as well as assets under management, and has established a strong national presence.

Prior to joining Duff & Phelps in 1994, Tim was a Senior Vice President at McDonald & Co. Securities, Inc., earning a prestigious distinction in the firm’s Presidents’ Council for top producers.

• BS from the Georgia Institute of Technology

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. 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.

• 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

Patricia J. Jamieson is Chief Financial Officer and is responsible for the oversight of the Finance, Accounting, Human Resources, and Administration departments for the company. Patricia works closely with the CEO and other executives in setting strategic direction and determining long-term and annual line of business objectives. She is dedicated to optimizing productivity and progress by ensuring human capital and systems resources are in place, in order to drive the strategic goals.

Prior to joining Boyd Watterson in March of 2016, Patricia built an extensive resume in the financial services sector, including fifteen years as an executive at Keycorp. Her roles included CFO of the Corporate Bank and the Director of Planning & Performance Management. Patricia continues to display her commitment and initiative at Boyd Watterson, driving efficiency and process improvement throughout the company.  

• BS in Accounting from John Carroll University

As the Chief Investment Officer for Fixed Income, Michael R. Vandenbossche focuses on investment strategy formation and portfolio management of Boyd Watterson’s Fixed Income line of business. Responsible for ensuring investments follow client guidelines, with the goal of realizing client objectives and outperforming applicable benchmarks and competitor peer groups, while managing downside risks. He oversees the daily execution and implementation of the investment process. Mike started with the company in October of 2014 as a Senior Portfolio Manager before transitioning into his current role as CIO.

Previously, Mike served as a Portfolio Manager with Ambassador Capital Management and Munder Capital Management, where he was a member of the Investment Strategy team, headed the Captive Insurance team, and managed the corporate and CMBS sectors. His resume also includes time at Victory Capital Management and First of America Bank in such roles as Portfolio Manager, Asset/Liability Manager, and Municipal Analyst.

• MBA from Western Michigan University
• BA in Finance from Central Michigan University
• CFA Charter Holder
• Member of the CFA Institute
• Member of the CFA Society of Detroit

Robert Law is Co-Chief Investment Officer of the real estate division and is responsible, together with the CO-CIOs, to drive the execution of investment processes. He focuses on the development, maintenance, and oversight of real estate investment strategies and products to effectively monitor performance and risk management. Further, he mentors real estate team members across the company in order to transfer his deep real estate knowledge. In collaboration with the Chief Executive Officer, Bob guides the real estate team in the development and execution of long-term and tactical business plans.

Bob joined Boyd Watterson in May of 2009 with deep roots in the real estate sector. He spent 14 years as the Managing Director of Real Estate Investment Management at the Mercantile Bank and Trust Company in Baltimore. During that time, he grew the AFL-CIO’s Building Investment Trust from $200 million to $1.9 billion over a 10-year period. His career has spanned more than three decades and is highlighted at Boyd Watterson by his close involvement in the establishment of the real estate line of business and subsequent real estate funds and programs.

• BS in Civil Engineering from the Virginia Military Institute
• Attended the Graduate Government and Business program at George Washington University

Thomas J. Tarantino is General Counsel and Chief Compliance Officer and is responsible for the management and oversight of the Legal department and regulatory compliance function, including managing outside legal service providers and internal legal and compliance personnel. He is involved in the legal structuring and implementation of new strategies and products, as well as the governance and administration of regulatory compliance functions, policies, and procedures.

Thomas joined Boyd Watterson in January of 2016 and played an integral role in the establishment and growth of the internal Legal department, as well as the expansion of compliance processes and practices, keeping pace with company growth and increasing regulatory demands. Thomas has also overseen the creation of the new product implementation group and dedicated investor relations team. He has more than 25 years of law experience focusing on such areas as corporate and business law, investment adviser regulation, securities law, commercial real estate, government law, and public finance.

• JD from Cleveland-Marshall College of Law
• BA from Cleveland State University
• Admitted to the Supreme Court of Ohio, the United States District Court, Northern District of Ohio and the United States Court of Appeals for the Sixth Circuit
• Currently serving on the Board of Directors of Deepwood Foundation
• Member of the National Society of Compliance Professionals and various bar associations

James A. Waler is the Chief Technology Officer and is responsible for constructing, evaluating, and optimizing Boyd Watterson’s technology infrastructure and framework. He works closely with the CEO and key executives to identify and implement the best technologies and services to meet strategic long-term objectives. James also provides oversight and guidance to the IT and Operations departments, ensuring systems and practices are in place for customer security and satisfaction.

James began working for Boyd Watterson in July of 1990 when it was under the name of its predecessor, Duff & Phelps Management Co. James has been a critical component in the creation of proprietary systems throughout the company and in streamlining and enhancing processes and procedures.

• BS in Computer Science from John Carroll University

Renee C. Copsey, Executive Administrator, provides support to the Chief Executive Officer (CEO) and other top-level executives in the development and completion of long-term strategic plans and annual business plans for Boyd Watterson’s various lines of business. She assists in the development of company-wide policies and procedures and serves as supervisor of the administrative team, responsible for the hiring, training, managing, and development of the group.

Renee began her career with the firm in June of 2015 and worked in several administrative positions before transitioning to her current role. With excellent organizational skills, an eye for detail, and the ability to work well with people at all levels, Renee is a valued member of the executive team.