Fixed Income Investment Team

  Brian L Gevry

Brian Gevry, CFA | Chief executive Officer, Chief Investment OfFicer

Brian L. Gevry, CFA, is CEO and CIO of Boyd Watterson Asset Management, LLC, responsible for the strategic leadership of the firm and the oversight of the firm’s investment processes and committees. Brian also serves 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 firm include executive vice president and member of the Operating Committee of Duff & Phelps Investment Management Co., Boyd Watterson’s predecessor firm. 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 firm 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. Brian has 26 years of investment experience.

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Brian Convery, CFA | Executive Vice President, Deputy Chief Investment Officer, Boyd Watterson

Brian A. Convery, CFA, serves as a member of the Boyd Watterson State Government Strategy portfolio management team and the Real Estate Investment Committee.  In addition, Brian oversees the firm’s real estate research team and fixed income strategies utilizing high yield bonds. Brian joined Boyd Watterson Asset Management in 2011. Prior to joining the firm, 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. Brian has 16 years of industry experience.

Mike Vandenbossche, CFA

MIKE VANDENBOSSCHE, CFA | Executive VICE PRESIDENT, Deputy Chief Investment Officer, Fixed Income

Mike R. Vandenbossche, CFA, is Deputy CIO of Fixed Income and oversees the firm’s fixed income strategies. Mike joined Boyd Watterson Asset Management in 2014. Prior to joining the firm, 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.  Mike has 28 years of industry experience.

David Dirk, CFA

David Dirk, CFA | Executive Vice President, Director of portfolio management and trading

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. David has 21 years of industry experience.

 

michael krushena

Michael Krushena, CFA | Executive Vice President, director of corporate credit

Michael J. Krushena, CFA, is a Director of Corporate Credit 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.  Michael has 23 years of industry experience. 

Justin Waggoner

JUSTIN WAGGONER | EXECUTIVE VICE PRESIDENT, senior Portfolio Manager

Justin C. Waggoner is a Senior Portfolio Manager and Trader focusing on Boyd Watterson's suite of intermediate taxable portfolios.  Justin joined Duff & Phelps Investment Management Co., predecessor to Boyd Watterson, in 1999.  Justin holds an MBA from Case Western Reserve University and a BS from Ohio State University.  Justin is a member of the CFA Society of Cleveland and CFA Institute. Justin has 18 years of industry experience.

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James Shirak | Managing Director

James R. Shirak is a member of Boyd Watterson's Executive Committee and Real Estate Investment Committee. Prior to joining Boyd Watterson in 2000, Jim was founder and principal of Sterling Asset Management in Cleveland, Ohio. Previously, he held the position of head of fixed income for BP America, Inc.’s Pension Plan and Savings and Investment Plan. Jim also served as director of fixed income for the Investment Centre and head of fixed income for the Pension Plan of Republic Steel and Lincoln National Corp. Jim holds an MBA and a BA from Ohio University. Jim is a member of CFA Society of Cleveland, CFA Institute, and is a past President of the Bond Club of Cleveland. Jim has 54 years of industry experience.

Deborah Kidd, CFA

Deborah Kidd, CFA | Senior Vice President, Portfolio Manager

Deborah S. Kidd, CFA, is a Senior Vice President and Portfolio Manager focusing on Boyd Watterson’s short-maturity public fund fixed income portfolios and serving as portfolio consultant on fixed income content. Deborah joined Boyd Watterson’s predecessor firm, Duff & Phelps Investment Management Co., in 1990. Deborah holds a CFA charter from CFA Institute and a BA from Ursuline College. Deborah is a member of and active volunteer with CFA Institute and a member and former board member of CFA Society Cleveland. Deborah has written regularly for CFA Institute’s Investment Risk and Performance publication on the topics of investment performance, risk measurement, and the search for alpha. She has 27 years of industry experience.

Robert Fernald

Robert Fernald | Vice President, Portfolio Manager

Robert H. Fernald is a Portfolio Manager focusing on Boyd Watterson's suite of core fixed income portfolios with an emphasis on the securitized sectors. Rob joined Boyd Watterson Asset Management in 2014. Prior to joining the firm, Rob was a senior portfolio manager with Goode Investment Management Inc. where he managed the Index Plus Strategy and had responsibility for consultant and client relationship management. Previously, Rob managed the fixed income portion of the pension account for TRW. Prior to TRW, Rob managed the total return mutual funds and institutional accounts for Victory Capital Management in Cleveland. Rob started his career in Boston in 1976 at the Bank of Boston. He has held a variety of trading and portfolio positions at commercial banks, regional broker/dealers, and investment firms in Boston, New York City, and Cleveland. Rob holds a BS from Trinity College in Hartford CT. Rob has 42 years of industry experience.

Christie Espin

Christie Espin | Vice President, Portfolio Manager

Christie Espin is a Portfolio Manager focusing on Boyd Watterson's suite of tax-free portfolios.  Prior to joining the firm in 2008, Christie served as the Senior Municipal Trader for First Union/Wachovia for ten years. Christie holds a BA from the University of North Carolina at Chapel Hill. Christie has 21 years of industry experience.

Rich Pasela

Rich Pasela | Assistant Vice President, Portfolio Manager

Rich D. Pasela is a Portfolio Manager and Credit Research Analyst focusing on Boyd Watterson’s suite of short-term fixed income portfolios.  Prior to joining the firm in 2016, Rich held various positions at McDonald & Co. Securities and Key Bank, including operations specialist, retail equity trader, equity research liaison/product manager, and corporate investment grade fixed income desk strategist.  Rich has a BA from Baldwin-Wallace University.  He is a member of the CFA Society of Cleveland and CFA Institute and is currently enrolled in the CFA program.  Rich has 23 years of industry experience.

Joy Franz

Joy Franz | ASSISTANT VICE PRESIDENT, Trading

Joy M. Franz serves as a Fixed Income Trader. Joy joined Duff & Phelps, predecessor to Boyd Watterson Asset Management, in 1993 as an operations analyst. Prior to joining the firm, Joy was a trust operations clerk III at National City Bank. Joy has 31 years of industry experience.

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ELIZABETH DEBARR | fixed income ANALYST

Elizabeth L. DeBarr is a Fixed Income Analyst for Boyd Watterson’s fixed income team. Elizabeth joined Boyd Watterson in 2015 and holds a BS from Johnson & Wales University. She is currently enrolled in the CFA program. Elizabeth has 2 years of industry experience.

Kevin Cleary | Credit Analyst

Kevin M. Cleary is a Credit Analyst for Boyd Watterson’s fixed income team. Prior to joining the firm in 2018, Kevin was an equity research analyst at Northcoast Research, where he focused on the industrial and building materials sectors. He holds a BA in economics from Indiana University and is currently enrolled in the CFA program. Kevin has 2 years of industry experience.

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Lianran Zeng | Equity Analyst

Lianran Zeng is an Equity Analyst who also assists in providing analytical support for Boyd Watterson’s fixed income team. Lianran joined Boyd Watterson in 2017 and holds an MSF from Case Western Reserve University and a BS from Chongqing Technology and Business University. She is currently enrolled in the CFA program.