Brian Lee Gevry

Chief Executive Officer & Chief Investment Officer at Boyd Watterson Asset Management LLC

Brian Lee Gevry

Brian Lee Gevry

Chief Executive Officer & Chief Investment Officer at Boyd Watterson Asset Management LLC

Overview
Career Highlights

Titanium Asset Management Corp.
Boyd Watterson Asset Management LLC

RelSci Relationships

185

Number of Boards

4

Birthday

1967

Age

51

Relationships
RelSci Relationships are individuals Brian Lee Gevry likely has professional access to. A relationship does not necessarily indicate a personal connection.

Managing Partner, National Director of Sales at Boyd Watterson Asset Management LLC

Relationship likelihood: Strong

Managing Director at Boyd Watterson Asset Management LLC

Relationship likelihood: Strong

Former President at Duff & Phelps Investment Management Co.

Relationship likelihood: Strong

Former Senior Vice President, Platform Sales at Boyd Watterson Asset Management LLC

Relationship likelihood: Strong

Executive Vice President at Boyd Watterson Asset Management LLC

Relationship likelihood: Strong

Chief Executive Officer at National Investment Services, Inc.

Relationship likelihood: Strong

Managing Partner, Director of Client Service at Boyd Watterson Asset Management LLC

Relationship likelihood: Strong

Executive Vice President & Director of Fixed Income at Boyd Watterson Asset Management LLC

Relationship likelihood: Strong

Managing Member at Danover Capital

Relationship likelihood: Strong

Former Deputy Chief Executive Officer at Bank Hapoalim BM

Relationship likelihood: Strong

In The News
Crain's Cleveland Business
March 5, 2018
Tower at Erieview lands money manager
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Brian Lee Gevry
Chief Executive Officer & Chief Investment Officer at Boyd Watterson Asset Management LLC
Education
BA in Political Science & English

Cleveland State University in Cleveland, Ohio, provides diverse academic and professional opportunities and one of the most enticing scholarship programs a school could offer. More than 200 academic programs exist at Cleveland State and include the liberal arts, sciences, humanities and professional fields. Cleveland State is home to the Marshall College of Law and also has numerous pre-professional programs primarily designed for those who wish to go into medical fields after graduating. Students at Cleveland State may also benefit from the school's professional opportunities and urban location by applying for a local internship related to their major. Cleveland State's more than 200 student clubs and organizations also span the complete range of creative, cultural, religious, recreational and other types of activities. Cleveland State students usually dont need to worry about money either. First of all, Cleveland State has one of the most affordable tuition rates in Ohio. Also, eligible entering freshmen that excelled in high school and on the SAT will automatically receive a scholarship that covers a substantial part of their tuition. Other sources of financial aid may be applied for as well, including federal grants and loans as well as Cleveland State University grants. General undergraduate admissions requirements include a minimum grade point average of 2.3. Individual departments, such as the Engineering Division, the Education and Human Services Division and the Music Department have additional requirements. Those applying for Music, for example, will need to audition while those in Engineering are required to have a higher grade point average than those in other departments.

MBA with Concentration in Finance

The Weatherhead School of Management is a private business school of Case Western Reserve University located in Cleveland, Ohio. Weatherhead offers programs concentrated in organizational behavior, nonprofit business, information systems, entrepreneurship, and executive education. The school is named for benefactor and Weatherchem owner Albert J.Weatherhead III, and its principal facility is the Peter B. Lewis Building.

Memberships
Member
Current

The Mission of the CFA Institute is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

Member
Current

The mission of CFA Society Cleveland is to promote professional development, ethics, and awareness through outreach to and engagement with the financial community. The vision of CFA Society Cleveland is to be a vibrant and widely recognized organization servicing investment professionals as the premiere resource for professional development and networking. CFA Society Cleveland was founded in 1950 and provides investment related programs and services to its Northeast Ohio-based membership. The CFA Society Cleveland has 479 members, and is a member society of CFA Institute.

Career History
Chief Executive Officer
2009 - Current

Titanium Asset Management Corp. provides investment advisory services to institutional and retail clients. It offers U.S. equity, fixed income, international equity and alternative strategies through its four wholly owned subsidiaries and business partners. Titanium Asset Management was founded in 2007 and is headquartered in Milwaukee, WI.

Chief Executive Officer & Chief Investment Officer
2000 - Current

Boyd Watterson Asset Management offers a variety of fixed-income, equity and customized products to institutions, individuals and sponsor programs.^^The firm's fixed-income portfolios typically include the following types of securities: US Treasury and agency securities; domestic and international investment grade and high yield corporate securities; mortgage-backed securities; asset-backed securities; municipal securities; and preferred stock. Their fixed-income investment philosophy is based on fundamental economic analysis, technical interest rate analysis and credit research. Boyd Waterson's economic outlook leads to strategy decisions that reflect their views on interest rates, trends in volatility and relative value among market sectors.^^Boyd Watterson's equity investment philosophy is based on fundamental analysis, both at the macro-economic level and company-specific level. Their investment decisions are based on long-term projections of economic growth and earnings cycles. The firm's Global Macro investment philosophy is based on fundamental macro-economic research, focusing particularly on growth and inflation. Their views on growth and inflation help to determine their exposure to global financial markets and their allocation among the various asset classes (e.g., equities, fixed-income, real estate, commodities and currencies), which they achieve through investing in ETFs.

Professional
Tenure Unconfirmed

Part of Boyd-TAMCO Holdings LLC, TAMCO Holdings LLC is a company headquartered in Milwaukee, WI. The firm operates as an investment company.

Boards & Committees
Chief Executive Officer, Director & Chief Investment Officer
2009 - Current

Titanium Asset Management Corp. provides investment advisory services to institutional and retail clients. It offers U.S. equity, fixed income, international equity and alternative strategies through its four wholly owned subsidiaries and business partners. Titanium Asset Management was founded in 2007 and is headquartered in Milwaukee, WI.

Member, Board of Directors
2000 - Current

Boyd Watterson Asset Management offers a variety of fixed-income, equity and customized products to institutions, individuals and sponsor programs.^^The firm's fixed-income portfolios typically include the following types of securities: US Treasury and agency securities; domestic and international investment grade and high yield corporate securities; mortgage-backed securities; asset-backed securities; municipal securities; and preferred stock. Their fixed-income investment philosophy is based on fundamental economic analysis, technical interest rate analysis and credit research. Boyd Waterson's economic outlook leads to strategy decisions that reflect their views on interest rates, trends in volatility and relative value among market sectors.^^Boyd Watterson's equity investment philosophy is based on fundamental analysis, both at the macro-economic level and company-specific level. Their investment decisions are based on long-term projections of economic growth and earnings cycles. The firm's Global Macro investment philosophy is based on fundamental macro-economic research, focusing particularly on growth and inflation. Their views on growth and inflation help to determine their exposure to global financial markets and their allocation among the various asset classes (e.g., equities, fixed-income, real estate, commodities and currencies), which they achieve through investing in ETFs.

Director
2010 - Prior

Wood Asset Management's (WAM) Core Equity Strategy focuses on revenue and earnings growth. They invest primarily in mid- and large-cap stocks that are listed in the S&P 500. The portfolio holds both growth and value stocks. Portfolios may be weighted toward either style, depending upon market conditions. The strategy seeks to generate consistent, competitive results relative to the S&P 500. WAM performs a top-down/macro-risk assessment of each market sector to determine broad sector under- and over-weights for the portfolio. They then perform a comprehensive examination of company balance sheets and a review of company fundamentals. WAM's analysis focuses on identifying companies with strong balance sheets and superior revenue/earnings prospects relative to their peers. They focus on investments in companies that are market leaders in their industries. WAM does not sell a stock just because it falls by a certain percentage. They may sell if the position falls 20% from its peak or 15% from the purchase point, there is a change in the original rationale for purchase of the security, there is a change in company management, there are changes in the firm's expectations regarding revenue or earnings, the company experiences a breakdown in technical or sector support or there is deterioration in the company's fundamentals, products or services.WAM's Relative Value Strategy focuses on large-cap value. This portfolio consists of large-cap stocks that offer exposure to all sectors. The firm seeks competitive returns, reduced volatility and a measure of downside protection. They also seek to generate consistent, competitive results relative to the Russell 1000 Value Index, but with lower levels of volatility. WAM employs a top-down macro and sector assessment to identify opportunities on the basis of relevant cycles and trends. They perform a comprehensive examination of balance sheets and a review of company fundamentals. WAM then identifies undervalued companies using fundamental and qualitative criteria that reveal high-quality stocks with strong balance sheets, good prospects for revenue and earnings growth, strong management teams and growing cash dividends. The firm establishes sell-price targets for each individual security. They may sell a stock when they observe loss of management focus or when the inability to execute a business plan is demonstrated. WAM trims over-weighted positions and remains open to more attractive investment opportunities.The firm's Advanced Strategies Group offers a passive asset allocation approach to create flexible portfolios with specified risk and return targets. The Advanced Strategies Group covers equities (by region, sector, size and style), fixed- income, currencies and commodities.Though not limited by sector, the firm tends to invest in the stocks of US mid- and large cap companies in the finance, energy minerals and health technology sectors. WAM maintains a medium turnover rate.

Board Member
Current

AS A SCHOOL DEDICATED TO EXCELLENCE FOR HIS KINGDOM, OUR MISSION IS EQUIPPING DISCIPLES THROUGH EXEMPLARY EDUCATION.

Political Donations
$10K
2011

Director at Augusta Gold Corp.

$500
2011
$2,500
2011

Former Council Member at United States Holocaust Memorial Museum

Transactions
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Tamco Holdings LLC purchases Titanium Asset Management Corp.

Details Hidden

Titanium GSA Fund LP raised money in a private placement transaction

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