Fund Inception | 04/13/2017 |
Name of Issuer | Boyd Watterson |
Fund Advisor(s) | Boyd Watterson Asset Management Llc |
Sub-Advisor(s) | -- |
Fund Managers for BWDIX
Brian Gevry
Portfolio Manager since 06/03/2016
Brian L. Gevry, CFA, is CEO and Co-CIO of Boyd Watterson Asset Management, LLC, responsible for the strategic leadership of the company and the oversight of the company’s investment processes and committees. Brian also serves as a Manager of Boyd Watterson and 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 company include Executive Vice President and member of the Operating Committee of Duff & Phelps Investment Management Co., Boyd Watterson’s predecessor company. 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 company 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.
David Dirk
Portfolio Manager since 06/03/2016
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 Convery
Portfolio Manager since 06/03/2016
Brian A. Convery, CFA, is the Co-CIO of Boyd Watterson, responsible with the CEO 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.
Michael Krushena
Portfolio Manager since 07/31/2017
Michael J. Krushena, CFA, is Deputy CIO of Fixed Income 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.
S.Brad Fush
Portfolio Manager since 07/31/2021
S. Brad Fush, CFA, is Director of Credit Research for the company’s fixed income strategies. Brad joined Boyd Watterson Asset Management in 2019. Prior to joining the company, Brad was the Director of Credit Research for Incore Capital Management and Munder Capital Management. At Incore, he was a senior member of the investment strategy committee and focused on credit analysis and credit modeling for the corporate sector. Brad started his career at Comerica Bank holding multiple positions including Manager, Commercial Lender and Commercial Credit Analyst. Brad holds a CFA Charter from the CFA Institute, an MS in Accounting and MBA in Finance from Wayne State University, and a BA in Economics from Albion College. He is also a member of the CFA Society of Detroit and the CFA Institute.
Michael Vandenbossche
Portfolio Manager since 10/31/2021
Mike R. Vandenbossche, CFA, is CIO of Fixed Income and oversees the company’s fixed income strategies. Mike joined Boyd Watterson Asset Management in 2014. Prior to joining the company, Mike was a portfolio manager with Ambassador Capital Management and Munder Capital Management. At Munder, he was a member of the investment strategy team, headed the captive insurance team and managed the corporate and CMBS sectors. Prior to joining Munder, Mike managed institutional fixed income portfolios for Victory Capital Management. Mike started his investment career at First of America Bank in 1990, holding multiple positions including portfolio manager, asset/liability manager, and municipal analyst. Mike holds a CFA Charter from CFA Institute, an MBA from Western Michigan University, and a BA from Central Michigan University. He is also a member of the CFA Society of Detroit and CFA Institute.