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Executive Vice President/ Co-Chief Investment Officer · Boyd Watterson Asset Management, LLC

Brian A Convery

CRD 5768036 · Named on Form ADV at one SEC-registered adviser

At a glance

Boyd Watterson Asset Management, LLC, an SEC-registered private fund adviser based in Cleveland, OH with $18.8 billion in regulatory assets, lists Brian A Convery on its Form ADV as Executive Vice President/ Co-Chief Investment Officer, a control person.

Firms and roles

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Brian’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

SEC adviser record

Registered since
2012 (14 years)
Designations
Chartered Financial Analyst
Exams
–
Registered in
1 state
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Brian’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

  • Timothy M. HylandPresident, National Director of Sales and Marketing, Boyd Watterson Asset Management, LLC
  • Brian L. GevryCEO / Co-Chief Investment Officer, Boyd Watterson Asset Management, LLC
  • Michael E. BeeExecutive Vice President, Boyd Watterson Asset Management, LLC
  • James A. WalerExecutive Vice President/chief Technology Officer, Boyd Watterson Asset Management, LLC
  • Thomas J. TarantinoExecutive Vice President, Chief Operating Officer, Chief Legal Officer, Chief Compliance Officer, Boyd Watterson Asset Management, LLC

2 more people named with Brian on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.