Brian Gevry
Chief Executive Officer chez Boyd Watterson Asset Management LLC
Profil
Mr. Brian L.
Gevry, CFA MBA, is a Chief Executive Officer, Director & Chief Investment Officer at Titanium Asset Management Corp.
and a Chief Executive Officer & Chief Investment Officer at Boyd Watterson Asset Management LLC.
He is on the Board of Directors at Titanium Asset Management Corp.
and Boyd Watterson State Government REIT.
He is 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.
He joined Boyd Watterson’s predecessor firm, Duff & Phelps Investment Management, in November of 1991.
Prior to becoming CEO and CIO in 2006, he 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.
He 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, he established the Strategic Management Process, through which he sets and oversees long-term company and line of business objectives.
He 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.
Postes actifs de Brian Gevry
| Sociétés | Poste | Début |
|---|---|---|
Boyd Watterson Asset Management LLC
 Boyd Watterson Asset Management LLC Investment ManagersFinance Boyd Watterson Asset Management LLC (Boyd Watterson) is a registered investment advisor headquartered in Cleveland, Ohio. The firm was founded in 1928 and is a wholly-owned subsidiary of Boyd Watterson Holding Co., ultimately held by Boyd-TAMCO Holdings LLC. Boyd Watterson manages assets for individuals, businesses, pension plans, insurance companies, hedge funds, mutual funds and state and municipal government entities. | Chief Executive Officer | 01/07/2000 |
Titanium Asset Management Corp.
 Titanium Asset Management Corp. Investment ManagersFinance 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 | 18/12/2012 |
Boyd Watterson State Government REIT
 Boyd Watterson State Government REIT Real Estate Investment TrustsFinance Boyd Watterson State Government REIT acts as a Real Estate Investment Trust/REIT. The company is headquartered in Chicago, IL. | Director/Board Member | - |
Anciens postes connus de Brian Gevry
| Sociétés | Poste | Fin |
|---|---|---|
Duff & Phelps Investment Management Co.
 Duff & Phelps Investment Management Co. Investment ManagersFinance Duff & Phelps Investment Management Co. (Duff & Phelps) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1979, evolving from the Duff & Phelps investment research firm founded in 1932. They are a wholly-owned subsidiary of Virtus Partners, Inc., itself wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). They provide investment supervisory services and manages investment advisory accounts for registered investment companies, pooled investment vehicles, and institutional and individual separate accounts. Duff & Phelps is a signatory to the United Nations Principles for Responsible Investment (UN PRI). | Analyst-Fixed Income | - |
Formation de Brian Gevry
| Case Western Reserve University | Masters Business Admin |
| Cleveland State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Duff & Phelps Investment Management Co.
Duff & Phelps Investment Management Co. Investment ManagersFinance Duff & Phelps Investment Management Co. (Duff & Phelps) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was established in 1979, evolving from the Duff & Phelps investment research firm founded in 1932. They are a wholly-owned subsidiary of Virtus Partners, Inc., itself wholly-owned by Virtus Investment Partners, Inc. (NASDAQ: VRTS). They provide investment supervisory services and manages investment advisory accounts for registered investment companies, pooled investment vehicles, and institutional and individual separate accounts. Duff & Phelps is a signatory to the United Nations Principles for Responsible Investment (UN PRI). | Finance |
Boyd Watterson Asset Management LLC
Boyd Watterson Asset Management LLC Investment ManagersFinance Boyd Watterson Asset Management LLC (Boyd Watterson) is a registered investment advisor headquartered in Cleveland, Ohio. The firm was founded in 1928 and is a wholly-owned subsidiary of Boyd Watterson Holding Co., ultimately held by Boyd-TAMCO Holdings LLC. Boyd Watterson manages assets for individuals, businesses, pension plans, insurance companies, hedge funds, mutual funds and state and municipal government entities. | Finance |
Titanium Asset Management Corp.
Titanium Asset Management Corp. Investment ManagersFinance 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. | Finance |
Boyd Watterson State Government REIT
Boyd Watterson State Government REIT Real Estate Investment TrustsFinance Boyd Watterson State Government REIT acts as a Real Estate Investment Trust/REIT. The company is headquartered in Chicago, IL. | Finance |
